WTV vs. BIZD
Compare and contrast key facts about WisdomTree US Value ETF (WTV) and VanEck Vectors BDC Income ETF (BIZD).
WTV and BIZD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTV is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. LargeCap Value Index. It was launched on Feb 23, 2007. 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. Both WTV and BIZD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
WTV vs. BIZD - Performance Comparison
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WTV vs. BIZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTV WisdomTree US Value ETF | 1.78% | 13.51% | 23.99% | 22.35% | -8.06% | 30.59% | 6.15% | 29.69% | -8.29% | 1.14% |
BIZD VanEck Vectors BDC Income ETF | -11.26% | -4.96% | 15.63% | 27.02% | -8.51% | 36.25% | -7.12% | 30.87% | -6.88% | -0.03% |
Returns By Period
In the year-to-date period, WTV achieves a 1.78% return, which is significantly higher than BIZD's -11.26% return.
WTV
- 1D
- -0.31%
- 1M
- -4.51%
- YTD
- 1.78%
- 6M
- 4.75%
- 1Y
- 16.77%
- 3Y*
- 19.30%
- 5Y*
- 12.74%
- 10Y*
- —
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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WTV vs. BIZD - Expense Ratio Comparison
WTV has a 0.12% expense ratio, which is lower than BIZD's 10.92% expense ratio.
Return for Risk
WTV vs. BIZD — Risk / Return Rank
WTV
BIZD
WTV vs. BIZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Value ETF (WTV) 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.
| WTV | BIZD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | -0.81 | +1.75 |
Sortino ratioReturn per unit of downside risk | 1.42 | -1.05 | +2.47 |
Omega ratioGain probability vs. loss probability | 1.21 | 0.87 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | -0.73 | +2.03 |
Martin ratioReturn relative to average drawdown | 5.61 | -1.49 | +7.10 |
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
| WTV | BIZD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | -0.81 | +1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.31 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.30 | +0.33 |
Correlation
The correlation between WTV and BIZD is 0.64, 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
WTV vs. BIZD - Dividend Comparison
WTV's dividend yield for the trailing twelve months is around 1.79%, less than BIZD's 14.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTV WisdomTree US Value ETF | 1.79% | 1.59% | 1.54% | 1.62% | 2.08% | 1.55% | 1.63% | 1.44% | 1.94% | 0.41% | 0.00% | 0.00% |
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
WTV vs. BIZD - Drawdown Comparison
The maximum WTV drawdown since its inception was -42.18%, smaller than the maximum BIZD drawdown of -55.44%. Use the drawdown chart below to compare losses from any high point for WTV and BIZD.
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Drawdown Indicators
| WTV | BIZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.18% | -55.44% | +13.26% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -22.22% | +9.02% |
Max Drawdown (5Y)Largest decline over 5 years | -19.30% | -22.91% | +3.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -55.44% | — |
Current DrawdownCurrent decline from peak | -5.71% | -21.29% | +15.58% |
Average DrawdownAverage peak-to-trough decline | -5.13% | -6.58% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 10.98% | -7.94% |
Volatility
WTV vs. BIZD - Volatility Comparison
The current volatility for WisdomTree US Value ETF (WTV) is 3.56%, while VanEck Vectors BDC Income ETF (BIZD) has a volatility of 6.68%. This indicates that WTV experiences smaller price fluctuations and is considered to be less risky 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
| WTV | BIZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 6.68% | -3.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 14.30% | -5.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.01% | 21.28% | -3.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.14% | 17.17% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 21.59% | -1.23% |