BIZD vs CTA
Comparison between VANECK BDC INCOME ETF (BIZD, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
BIZD vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BIZD
$1.60B
CTA
$1.60B
Expense Ratio
BIZD
9.69%
Winner
CTA
0.75%
Max Drawdown
BIZD
64.58%
Winner
CTA
22.46%
Sharpe Ratio
BIZD
-0.90
Winner
CTA
-0.00
5Y Beta
BIZD
0.66
Winner
CTA
-0.07
P/E Ratio
BIZD
15.92
CTA
N/A
Forward P/E
BIZD
9.10
CTA
N/A
5Y Dividends CAGR
BIZD
3.68%
CTA
N/A
P/S Ratio
BIZD
3.71
CTA
N/A
P/B Ratio
BIZD
0.85
CTA
N/A
BIZD vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BIZD
-1.37%
CTA
-14.20%
3M
Winner
BIZD
+0.05%
CTA
-8.95%
6M
BIZD
-9.19%
Winner
CTA
-1.60%
1Y
BIZD
-14.01%
Winner
CTA
+2.50%
5Y(CAGR)
BIZD
+3.77%
Winner
CTA
+6.68%
10Y(CAGR)
BIZD
+7.51%
CTA
N/A
Max(CAGR)
BIZD
+5.91%
Winner
CTA
+6.68%
BIZD vs CTA - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BIZD | CTA |
|---|---|---|
| 2026 | -10.97% | -1.20% |
| 2025 | -5.80% | +0.56% |
| 2024 | +15.41% | +22.54% |
| 2023 | +25.81% | -2.92% |
| 2022 | -9.15% | +9.54% |
| 2021 | +37.46% | N/A |
| 2020 | -6.95% | N/A |
| 2019 | +27.07% | N/A |
| 2018 | -7.57% | N/A |
| 2017 | -0.45% | N/A |
| 2016 | +23.91% | N/A |
| 2015 | -5.28% | N/A |
| 2014 | -6.58% | N/A |
| 2013 | +9.98% | N/A |
BIZD vs CTA Drawdown Comparison
The maximum drawdown for BIZD was -55.44%, occurring on Mar 23, 2020. Recovery took 249 trading sessions.
The maximum drawdown for CTA was -19.22%, occurring on Jun 24, 2026. This drawdown has not yet recovered.
The current BIZD drawdown is -20.58%. The current CTA drawdown is -19.22%.
| Rank | BIZD | CTA |
|---|---|---|
| #1 | -55.44% Feb 20, 2020 - Feb 16, 2021 | -19.22% May 4, 2026 - Jun 24, 2026 |
| #2 | -25.29% Feb 24, 2014 - Aug 12, 2016 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -22.97% Apr 20, 2022 - Jul 18, 2023 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -22.56% Feb 19, 2025 - Mar 27, 2026 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -16.73% Aug 30, 2018 - Feb 22, 2019 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -12.47% May 2, 2017 - Aug 3, 2018 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -8.77% Jul 11, 2024 - Oct 18, 2024 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -7.38% Mar 14, 2013 - Apr 30, 2013 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -7.27% Apr 30, 2013 - Jul 18, 2013 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -6.27% Aug 30, 2016 - Nov 25, 2016 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -6.22% Sep 28, 2023 - Nov 14, 2023 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -6.19% Apr 29, 2021 - May 27, 2021 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -5.92% Jan 12, 2022 - Feb 8, 2022 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -5.45% Jul 23, 2013 - Sep 18, 2013 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -5.36% Nov 8, 2021 - Jan 4, 2022 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between BIZD and CTA is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2013 - 2026)
BIZD vs CTA dividend yield comparison.
| Year | BIZD | CTA |
|---|---|---|
| 2026 | 3.95% | 2.67% |
| 2025 | 11.78% | 3.19% |
| 2024 | 10.94% | 4.80% |
| 2023 | 10.96% | 7.78% |
| 2022 | 11.21% | 6.58% |
| 2021 | 8.14% | 0.00% |
| 2020 | 10.39% | 0.00% |
| 2019 | 9.13% | 0.00% |
| 2018 | 10.88% | 0.00% |
| 2017 | 9.13% | 0.00% |
| 2016 | 8.51% | 0.00% |
| 2015 | 9.12% | 0.00% |
| 2014 | 8.51% | 0.00% |
| 2013 | 5.45% | 0.00% |
Select Stocks to Compare
Popular: BIZD vs SPYCTA vs SPY
More Comparisons
Compare with similar stocks