NMFC vs. BIZD
Compare and contrast key facts about New Mountain Finance Corporation (NMFC) and VanEck Vectors BDC Income ETF (BIZD).
BIZD is a passively managed fund by VanEck that tracks the performance of the MVIS US Business Development Companies Index. It was launched on Feb 11, 2013.
Performance
NMFC vs. BIZD - Performance Comparison
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NMFC vs. BIZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMFC New Mountain Finance Corporation | -12.81% | -7.17% | -0.95% | 15.47% | -0.55% | 31.94% | -7.13% | 20.64% | 2.78% | 5.71% |
BIZD VanEck Vectors BDC Income ETF | -11.26% | -4.96% | 15.63% | 27.02% | -8.51% | 36.25% | -7.12% | 30.87% | -6.88% | 0.36% |
Returns By Period
In the year-to-date period, NMFC achieves a -12.81% return, which is significantly lower than BIZD's -11.26% return. Over the past 10 years, NMFC has underperformed BIZD with an annualized return of 5.90%, while BIZD has yielded a comparatively higher 7.53% annualized return.
NMFC
- 1D
- -0.77%
- 1M
- 3.08%
- YTD
- -12.81%
- 6M
- -12.36%
- 1Y
- -20.18%
- 3Y*
- -2.90%
- 5Y*
- 1.10%
- 10Y*
- 5.90%
BIZD
- 1D
- -1.69%
- 1M
- -2.45%
- YTD
- -11.26%
- 6M
- -9.63%
- 1Y
- -17.22%
- 3Y*
- 5.73%
- 5Y*
- 5.22%
- 10Y*
- 7.53%
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Return for Risk
NMFC vs. BIZD — Risk / Return Rank
NMFC
BIZD
NMFC vs. BIZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for New Mountain Finance Corporation (NMFC) and VanEck Vectors BDC Income ETF (BIZD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| NMFC | BIZD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.77 | -0.81 | +0.04 |
Sortino ratioReturn per unit of downside risk | -1.01 | -1.05 | +0.04 |
Omega ratioGain probability vs. loss probability | 0.87 | 0.87 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | -0.80 | -0.73 | -0.07 |
Martin ratioReturn relative to average drawdown | -1.78 | -1.49 | -0.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NMFC | BIZD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.77 | -0.81 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.31 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.35 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.30 | +0.01 |
Correlation
The correlation between NMFC and BIZD is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NMFC vs. BIZD - Dividend Comparison
NMFC's dividend yield for the trailing twelve months is around 16.62%, more than BIZD's 14.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMFC New Mountain Finance Corporation | 16.62% | 13.90% | 12.17% | 11.40% | 9.86% | 8.76% | 10.92% | 9.90% | 10.81% | 10.04% | 9.65% | 10.45% |
BIZD VanEck Vectors BDC Income ETF | 14.23% | 11.78% | 10.94% | 10.96% | 11.21% | 8.14% | 10.39% | 9.13% | 10.88% | 9.13% | 8.51% | 9.12% |
Drawdowns
NMFC vs. BIZD - Drawdown Comparison
The maximum NMFC drawdown since its inception was -64.16%, which is greater than BIZD's maximum drawdown of -55.44%. Use the drawdown chart below to compare losses from any high point for NMFC and BIZD.
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Drawdown Indicators
| NMFC | BIZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.16% | -55.44% | -8.72% |
Max Drawdown (1Y)Largest decline over 1 year | -24.56% | -22.22% | -2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -27.77% | -22.91% | -4.86% |
Max Drawdown (10Y)Largest decline over 10 years | -64.16% | -55.44% | -8.72% |
Current DrawdownCurrent decline from peak | -24.18% | -21.29% | -2.89% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -6.58% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.10% | 10.98% | +0.12% |
Volatility
NMFC vs. BIZD - Volatility Comparison
New Mountain Finance Corporation (NMFC) has a higher volatility of 8.10% compared to VanEck Vectors BDC Income ETF (BIZD) at 6.68%. This indicates that NMFC's price experiences larger fluctuations and is considered to be riskier than BIZD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NMFC | BIZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.10% | 6.68% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 17.69% | 14.30% | +3.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.14% | 21.28% | +4.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.10% | 17.17% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.73% | 21.59% | +4.14% |