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BDCZ vs GRN

Comparison between BDCZ (BDCZ, ETF) and iPath Series B Carbon ETN (GRN, ETF).

5-Year PerformanceGRN has outperformed BDCZ, delivering a return of +10.8% compared to +3.7%

BDCZ vs GRN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BDCZ
$11M
Winner
GRN
$11M
Expense Ratio
BDCZ
0.85%
Winner
GRN
0.75%
Max Drawdown
BDCZ
62.33%
Winner
GRN
47.96%
Sharpe Ratio
BDCZ
-0.77
Winner
GRN
0.72
5Y Beta
BDCZ
0.63
Winner
GRN
0.38
5Y Dividends CAGR
BDCZ
7.93%
GRN
N/A

BDCZ vs GRN - Historical Returns

Returns include dividend reinvestment.

1M
BDCZ
+1.59%
Winner
GRN
+4.66%
3M
BDCZ
-2.00%
Winner
GRN
+13.72%
6M
BDCZ
-8.93%
Winner
GRN
-2.89%
1Y
BDCZ
-15.32%
Winner
GRN
+21.53%
5Y(CAGR)
BDCZ
+3.72%
Winner
GRN
+10.84%
10Y(CAGR)
BDCZ
+6.14%
GRN
N/A
Max(CAGR)
BDCZ
+5.75%
Winner
GRN
+18.07%

BDCZ vs GRN - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearBDCZGRN
2026-7.86%-2.99%
2025-4.75%+17.79%
2024+12.06%-2.66%
2023+24.17%-3.61%
2022-9.45%-4.36%
2021+35.54%+137.17%
2020-11.39%+31.54%
2019+24.15%-8.41%
2018-7.79%N/A
2017-1.13%N/A
2016+23.60%N/A
2015-4.61%N/A

BDCZ vs GRN Drawdown Comparison

The maximum drawdown for BDCZ was -55.63%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.

The maximum drawdown for GRN was -47.96%, occurring on Feb 22, 2024. This drawdown has not yet recovered.

The current BDCZ drawdown is -16.70%. The current GRN drawdown is -13.94%.

RankBDCZGRN
#1-55.63%
Feb 20, 2020 - Mar 11, 2021
-47.96%
Feb 27, 2023 - Feb 22, 2024
#2-23.11%
Apr 20, 2022 - Jul 26, 2023
-43.58%
Sep 16, 2019 - Jul 2, 2020
#3-21.09%
Aug 28, 2017 - Nov 29, 2019
-40.60%
Feb 4, 2022 - Aug 17, 2022
#4-20.81%
Feb 19, 2025 - Mar 27, 2026
-33.78%
Aug 19, 2022 - Feb 27, 2023
#5-13.10%
Dec 2, 2015 - Jul 12, 2016
-24.66%
Sep 14, 2020 - Dec 10, 2020
#6-9.11%
Jun 28, 2024 - Nov 29, 2024
-18.08%
Dec 8, 2021 - Feb 2, 2022
#7-6.36%
Apr 10, 2017 - Aug 28, 2017
-15.56%
Jul 15, 2020 - Sep 14, 2020
#8-6.20%
Sep 25, 2023 - Nov 14, 2023
-15.03%
Sep 27, 2021 - Nov 15, 2021
#9-5.98%
Oct 9, 2015 - Dec 2, 2015
-14.39%
Jul 1, 2021 - Aug 27, 2021
#10-5.80%
Apr 29, 2021 - May 27, 2021
-13.34%
May 14, 2021 - Jun 30, 2021
#11-5.75%
Jan 12, 2022 - Feb 7, 2022
-9.03%
Jan 8, 2021 - Feb 2, 2021
#12-5.36%
Nov 8, 2021 - Jan 4, 2022
-8.00%
Feb 12, 2021 - Mar 9, 2021
#13-4.64%
Feb 8, 2022 - Apr 1, 2022
-7.11%
Mar 17, 2021 - Apr 6, 2021
#14-4.19%
Aug 13, 2021 - Oct 6, 2021
-6.06%
Sep 8, 2021 - Sep 24, 2021
#15-4.16%
Jun 14, 2021 - Aug 13, 2021
-4.44%
Dec 15, 2020 - Dec 28, 2020

Correlation

Correlation between BDCZ and GRN is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69
-101

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