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BDCZ vs IPOS

Comparison between BDCZ (BDCZ, ETF) and RENAISSANCE INTERNATIONAL IPO ETF (IPOS, ETF).

5-Year PerformanceBDCZ has outperformed IPOS, delivering a return of +3.3% compared to -6.6%

BDCZ vs IPOS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BDCZ
$11M
Winner
IPOS
$11M
Expense Ratio
BDCZ
0.85%
Winner
IPOS
0.80%
Max Drawdown
Winner
BDCZ
62.33%
IPOS
73.43%
Sharpe Ratio
BDCZ
-0.60
Winner
IPOS
1.71
5Y Beta
Winner
BDCZ
0.64
IPOS
0.82
5Y Dividends CAGR
BDCZ
2.16%
Winner
IPOS
18.29%

BDCZ vs IPOS - Historical Returns

Returns include dividend reinvestment.

1M
BDCZ
-1.54%
Winner
IPOS
+14.38%
3M
BDCZ
+0.12%
Winner
IPOS
+31.58%
6M
BDCZ
-8.35%
Winner
IPOS
+49.11%
1Y
BDCZ
-10.35%
Winner
IPOS
+72.65%
5Y(CAGR)
Winner
BDCZ
+3.32%
IPOS
-6.62%
10Y(CAGR)
Winner
BDCZ
+6.09%
IPOS
+3.65%
Max(CAGR)
Winner
BDCZ
+5.68%
IPOS
+2.49%

BDCZ vs IPOS - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearBDCZIPOS
2026-9.07%+42.62%
2025-4.75%+39.45%
2024+12.06%-10.12%
2023+24.17%-18.24%
2022-9.45%-33.79%
2021+35.54%-31.03%
2020-11.39%+48.49%
2019+24.15%+31.22%
2018-7.79%-22.58%
2017-1.13%+36.83%
2016+23.60%-4.48%
2015-4.61%-2.85%
2014N/A+0.51%

BDCZ vs IPOS Drawdown Comparison

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

The maximum drawdown for IPOS was -73.09%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current BDCZ drawdown is -17.80%. The current IPOS drawdown is -38.15%.

RankBDCZIPOS
#1-55.63%
Feb 20, 2020 - Mar 11, 2021
-73.09%
Feb 17, 2021 - Apr 8, 2025
#2-23.11%
Apr 20, 2022 - Jul 26, 2023
-34.00%
Jun 4, 2015 - Jan 5, 2018
#3-21.09%
Aug 28, 2017 - Nov 29, 2019
-31.30%
Jan 26, 2018 - May 26, 2020
#4-20.81%
Feb 19, 2025 - Mar 27, 2026
-8.60%
Sep 1, 2020 - Dec 15, 2020
#5-13.10%
Dec 2, 2015 - Jul 12, 2016
-5.04%
Feb 27, 2015 - Apr 1, 2015
#6-9.11%
Jun 28, 2024 - Nov 29, 2024
-4.52%
Oct 15, 2014 - Nov 3, 2014
#7-6.36%
Apr 10, 2017 - Aug 28, 2017
-4.32%
Jun 3, 2020 - Jun 16, 2020
#8-6.20%
Sep 25, 2023 - Nov 14, 2023
-4.13%
Jul 13, 2020 - Jul 21, 2020
#9-5.98%
Oct 9, 2015 - Dec 2, 2015
-4.00%
Dec 5, 2014 - Jan 2, 2015
#10-5.80%
Apr 29, 2021 - May 27, 2021
-3.87%
Jan 26, 2021 - Feb 3, 2021
#11-5.75%
Jan 12, 2022 - Feb 7, 2022
-3.80%
Jul 21, 2020 - Aug 4, 2020
#12-5.36%
Nov 8, 2021 - Jan 4, 2022
-3.77%
Jan 22, 2018 - Jan 26, 2018
#13-4.64%
Feb 8, 2022 - Apr 1, 2022
-3.27%
May 22, 2015 - Jun 1, 2015
#14-4.19%
Aug 13, 2021 - Oct 6, 2021
-3.14%
Oct 7, 2014 - Oct 15, 2014
#15-4.16%
Jun 14, 2021 - Aug 13, 2021
-2.87%
Apr 27, 2015 - May 13, 2015

Correlation

Correlation between BDCZ and IPOS is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43
-101

Dividend Comparison (2014 - 2026)

BDCZ vs IPOS dividend yield comparison.

YearBDCZIPOS
20265.27%0.22%
202510.65%1.04%
20249.26%0.93%
20239.13%0.33%
20229.39%0.00%
20217.49%0.00%
202010.01%0.25%
20198.40%0.89%
20189.66%1.12%
20178.74%0.87%
20167.98%1.73%
20150.00%1.08%
20140.00%0.16%

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