BIZD vs AOM

Comparison between VANECK BDC INCOME ETF (BIZD, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

5-Year PerformanceAOM has outperformed BIZD, delivering a return of +4.9% compared to +4.9%

BIZD vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BIZD(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	9.69%	0.15%
Max Drawdown	64.58%	21.59%
Sharpe Ratio	-0.72	1.65
5Y Beta	0.67	0.39
P/E Ratio	16.38	N/A
Forward P/E	9.66	N/A
5Y Dividends CAGR	3.68%	14.67%
P/S Ratio	3.82	N/A
P/B Ratio	0.88	N/A

Net Assets

BIZD

$1.60B

Winner

AOM

$1.70B

Expense Ratio

BIZD

9.69%

Winner

AOM

0.15%

Max Drawdown

BIZD

64.58%

Winner

AOM

21.59%

Sharpe Ratio

BIZD

-0.72

Winner

AOM

1.65

5Y Beta

BIZD

0.67

Winner

AOM

0.39

P/E Ratio

BIZD

16.38

AOM

N/A

Forward P/E

BIZD

9.66

AOM

N/A

5Y Dividends CAGR

BIZD

3.68%

Winner

AOM

14.67%

P/S Ratio

BIZD

3.82

AOM

N/A

P/B Ratio

BIZD

0.88

AOM

N/A

BIZD vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	BIZD	AOM
1 month	-3.69%	+1.98%
3 months	+3.17%	+2.76%
6 months	-5.98%	+6.00%
1 year	-9.63%	+14.93%
5 years(CAGR)	+4.86%	+4.92%
10 years(CAGR)	+8.15%	+6.32%
Max(CAGR)	+6.31%	+6.76%

BIZD

-3.69%

Winner

AOM

+1.98%

Winner

BIZD

+3.17%

AOM

+2.76%

BIZD

-5.98%

Winner

AOM

+6.00%

BIZD

-9.63%

Winner

AOM

+14.93%

5Y(CAGR)

BIZD

+4.86%

Winner

AOM

+4.92%

10Y(CAGR)

Winner

BIZD

+8.15%

AOM

+6.32%

Max(CAGR)

BIZD

+6.31%

Winner

AOM

+6.76%

BIZD vs AOM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	BIZD	AOM
2026	-6.67%	+4.99%
2025	-5.80%	+13.40%
2024	+15.41%	+8.57%
2023	+25.81%	+11.84%
2022	-9.15%	-14.50%
2021	+37.46%	+7.13%
2020	-6.95%	+9.61%
2019	+27.07%	+15.48%
2018	-7.57%	-4.21%
2017	-0.45%	+11.47%
2016	+23.91%	+6.20%
2015	-5.28%	-1.18%
2014	-6.58%	+5.12%
2013	+9.98%	+8.94%
2012	N/A	+7.99%
2011	N/A	+1.82%
2010	N/A	+7.03%
2009	N/A	+12.74%
2008	N/A	+7.29%

BIZD vs AOM Drawdown Comparison

The maximum drawdown for BIZD was -55.44%, occurring on Mar 23, 2020. Recovery took 249 trading sessions.

The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.

The current BIZD drawdown is -16.74%.

Rank	BIZD	AOM
#1	-55.44% Feb 20, 2020 - Feb 16, 2021	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-25.29% Feb 24, 2014 - Aug 12, 2016	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-22.97% Apr 20, 2022 - Jul 18, 2023	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-22.56% Feb 19, 2025 - Mar 27, 2026	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-16.73% Aug 30, 2018 - Feb 22, 2019	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-12.47% May 2, 2017 - Aug 3, 2018	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-8.77% Jul 11, 2024 - Oct 18, 2024	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-7.38% Mar 14, 2013 - Apr 30, 2013	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-7.27% Apr 30, 2013 - Jul 18, 2013	-6.54% Feb 14, 2025 - May 13, 2025
#10	-6.27% Aug 30, 2016 - Nov 25, 2016	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-6.22% Sep 28, 2023 - Nov 14, 2023	-5.27% May 21, 2013 - Sep 18, 2013
#12	-6.19% Apr 29, 2021 - May 27, 2021	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-5.92% Jan 12, 2022 - Feb 8, 2022	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-5.45% Jul 23, 2013 - Sep 18, 2013	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-5.36% Nov 8, 2021 - Jan 4, 2022	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between BIZD and AOM is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2008 - 2026)

BIZD vs AOM dividend yield comparison.

Year	BIZD	AOM
2026	3.76%	0.62%
2025	11.78%	2.98%
2024	10.94%	3.10%
2023	10.96%	2.79%
2022	11.21%	2.27%
2021	8.14%	1.56%
2020	10.39%	2.02%
2019	9.13%	2.66%
2018	10.88%	2.53%
2017	9.13%	3.31%
2016	8.51%	2.14%
2015	9.12%	1.98%
2014	8.51%	2.08%
2013	5.45%	1.87%
2012	0.00%	2.11%
2011	0.00%	2.33%
2010	0.00%	1.72%
2009	0.00%	2.01%
2008	0.00%	0.58%