BIZD vs PKW
Comparison between VANECK BDC INCOME ETF (BIZD, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformancePKW has outperformed BIZD, delivering a return of +10.5% compared to +3.8%
BIZD vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BIZD
$1.60B
PKW
$1.60B
Expense Ratio
BIZD
9.69%
Winner
PKW
0.62%
Max Drawdown
BIZD
64.58%
Winner
PKW
55.28%
Sharpe Ratio
BIZD
-0.90
Winner
PKW
0.96
5Y Beta
Winner
BIZD
0.66
PKW
0.82
P/E Ratio
Winner
BIZD
15.92
PKW
16.85
Forward P/E
Winner
BIZD
9.10
PKW
11.33
5Y Dividends CAGR
BIZD
3.68%
Winner
PKW
4.77%
5Y EPS CAGR
BIZD
N/A
PKW
9.74%
Debt to Equity
BIZD
N/A
PKW
56.08%
P/S Ratio
BIZD
3.71
Winner
PKW
1.18
P/B Ratio
Winner
BIZD
0.85
PKW
2.29
BIZD vs PKW - Holdings Comparison
BIZD and PKW have 2 common holdings. Overlap is -36.47%
BIZD's top 25 holdings weight is 97.06%. PKW's top 25 holdings weight is 60.10%.
| Rank | BIZD | PKW |
|---|---|---|
| #1 | SLK5W2NE TRS USD R E MVBDCTRG (n/a) - 35.83% | CITIGROUP INC (C) - 5.53% |
| #2 | ARES CAPITAL CORP (ARCC) - 14.48% | ADOBE INC (ADBE) - 5.15% |
| #3 | BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 8.00% | WELLS FARGO & CO (WFC) - 4.77% |
| #4 | MAIN STREET CAPITAL CORP (MAIN) - 6.95% | n/a (JCI) - 4.53% |
| #5 | GOLUB CAPITAL BDC INC (GBDC) - 3.09% | MARATHON PETROLEUM CORP (MPC) - 3.72% |
| #6 | HERCULES CAPITAL INC (HTGC) - 3.01% | GENERAL MOTORS CO (GM) - 3.59% |
| #7 | BLACKSTONE SECURED LENDING FUND ORDINARY SHARES (BXSL) - 2.97% | HCA HEALTHCARE INC (HCA) - 3.03% |
| #8 | FS KKR CAPITAL CORP (FSK) - 2.96% | AFLAC INC (AFL) - 2.71% |
| #9 | BLUE OWL TECHNOLOGY FINANCE CORP (OTF) - 2.69% | EBAY INC (EBAY) - 2.34% |
| #10 | SIXTH STREET SPECIALTY LENDING INC (TSLX) - 1.75% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.24% |
| #11 | TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 1.56% | PAYPAL HOLDINGS INC (PYPL) - 2.16% |
| #12 | CAPITAL SOUTHWEST CORP (CSWC) - 1.54% | ELECTRONIC ARTS INC (EA) - 2.16% |
| #13 | US DOLLAR (n/a) - 1.52% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.90% |
| #14 | MORGAN STANLEY DIRECT LENDING (MSDL) - 1.26% | JABIL INC (JBL) - 1.73% |
| #15 | OAKTREE SPECIALTY LENDING CORP BDC (OCSL) - 1.14% | THE KROGER CO (KR) - 1.61% |
| #16 | GOLDMAN SACHS BDC INC (GSBD) - 1.09% | D.R. HORTON INC (DHI) - 1.56% |
| #17 | MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 1.02% | FISERV INC (FISV) - 1.56% |
| #18 | PROSPECT CAPITAL CORP (PSEC) - 0.87% | IQVIA HOLDINGS INC (IQV) - 1.49% |
| #19 | PENNANTPARK FLOATING RATE CAPITAL LTD (PFLT) - 0.84% | M&T BANK CORP (MTB) - 1.40% |
| #20 | BARINGS BDC INC (BBDC) - 0.84% | TAPESTRY INC (TPR) - 1.33% |
| #21 | CARLYLE SECURED LENDING INC (CGBD) - 0.81% | NRG ENERGY INC (NRG) - 1.27% |
| #22 | FIDUS INVESTMENT CORP (FDUS) - 0.77% | AERCAP HOLDINGS NV (AER) - 1.23% |
| #23 | NEW MOUNTAIN FINANCE CORP (NMFC) - 0.74% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.08% |
| #24 | BAIN CAPITAL SPECIALTY FINANCE INC (BCSF) - 0.67% | SYNCHRONY FINANCIAL (SYF) - 1.01% |
| #25 | GLADSTONE INVESTMENT CORP (GAIN) - 0.66% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.00% |
| Total Holdings | 37 | 228 |
BIZD vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
BIZD
-1.37%
Winner
PKW
+3.06%
3M
BIZD
+0.05%
Winner
PKW
+6.78%
6M
BIZD
-9.19%
Winner
PKW
+3.12%
1Y
BIZD
-14.01%
Winner
PKW
+16.28%
5Y(CAGR)
BIZD
+3.77%
Winner
PKW
+10.49%
10Y(CAGR)
BIZD
+7.51%
Winner
PKW
+13.65%
Max(CAGR)
BIZD
+5.91%
Winner
PKW
+10.42%
BIZD vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BIZD | PKW |
|---|---|---|
| 2026 | -10.97% | +3.85% |
| 2025 | -5.80% | +17.82% |
| 2024 | +15.41% | +16.80% |
| 2023 | +25.81% | +17.54% |
| 2022 | -9.15% | -10.32% |
| 2021 | +37.46% | +34.49% |
| 2020 | -6.95% | +7.44% |
| 2019 | +27.07% | +33.50% |
| 2018 | -7.57% | -11.24% |
| 2017 | -0.45% | +17.10% |
| 2016 | +23.91% | +14.54% |
| 2015 | -5.28% | -4.08% |
| 2014 | -6.58% | +13.67% |
| 2013 | +9.98% | +42.23% |
| 2012 | N/A | +12.86% |
| 2011 | N/A | +8.67% |
| 2010 | N/A | +16.47% |
| 2009 | N/A | +29.66% |
| 2008 | N/A | -32.24% |
| 2007 | N/A | -1.83% |
| 2006 | N/A | -0.20% |
BIZD vs PKW Drawdown Comparison
The maximum drawdown for BIZD was -55.44%, occurring on Mar 23, 2020. Recovery took 249 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current BIZD drawdown is -20.58%.
| Rank | BIZD | PKW |
|---|---|---|
| #1 | -55.44% Feb 20, 2020 - Feb 16, 2021 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -25.29% Feb 24, 2014 - Aug 12, 2016 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -22.97% Apr 20, 2022 - Jul 18, 2023 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -22.56% Feb 19, 2025 - Mar 27, 2026 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -16.73% Aug 30, 2018 - Feb 22, 2019 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -12.47% May 2, 2017 - Aug 3, 2018 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -8.77% Jul 11, 2024 - Oct 18, 2024 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -7.38% Mar 14, 2013 - Apr 30, 2013 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -7.27% Apr 30, 2013 - Jul 18, 2013 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -6.27% Aug 30, 2016 - Nov 25, 2016 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -6.22% Sep 28, 2023 - Nov 14, 2023 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -6.19% Apr 29, 2021 - May 27, 2021 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -5.92% Jan 12, 2022 - Feb 8, 2022 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -5.45% Jul 23, 2013 - Sep 18, 2013 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -5.36% Nov 8, 2021 - Jan 4, 2022 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between BIZD and PKW is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
BIZD vs PKW dividend yield comparison.
| Year | BIZD | PKW |
|---|---|---|
| 2026 | 3.95% | 0.34% |
| 2025 | 11.78% | 0.99% |
| 2024 | 10.94% | 0.86% |
| 2023 | 10.96% | 1.17% |
| 2022 | 11.21% | 1.22% |
| 2021 | 8.14% | 0.72% |
| 2020 | 10.39% | 1.48% |
| 2019 | 9.13% | 1.30% |
| 2018 | 10.88% | 1.30% |
| 2017 | 9.13% | 0.65% |
| 2016 | 8.51% | 1.59% |
| 2015 | 9.12% | 1.14% |
| 2014 | 8.51% | 1.03% |
| 2013 | 5.45% | 0.62% |
| 2012 | 0.00% | 1.25% |
| 2011 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.30% |
| 2009 | 0.00% | 1.29% |
| 2008 | 0.00% | 1.58% |
| 2007 | 0.00% | 0.27% |
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