SNEX vs. BIZD

In the year-to-date period, SNEX achieves a 29.61% return, which is significantly higher than BIZD's -0.39% return. Over the past 10 years, SNEX has outperformed BIZD with an annualized return of 18.37%, while BIZD has yielded a comparatively lower 9.08% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for StoneX Group Inc. (SNEX) 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.

The current SNEX Sharpe Ratio is 2.06, which is higher than the BIZD Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of SNEX and BIZD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SNEX has not paid dividends to shareholders, while BIZD's dividend yield for the trailing twelve months is around 11.10%.

The maximum SNEX drawdown since its inception was -97.68%, which is greater than BIZD's maximum drawdown of -55.47%. Use the drawdown chart below to compare losses from any high point for SNEX and BIZD.

StoneX Group Inc. (SNEX) has a higher volatility of 10.06% compared to VanEck Vectors BDC Income ETF (BIZD) at 5.27%. This indicates that SNEX'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.