BIZD vs SPGM
Comparison between VANECK BDC INCOME ETF (BIZD, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed BIZD, delivering a return of +10.9% compared to +4.1%
BIZD vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BIZD
$1.60B
SPGM
$1.60B
Expense Ratio
BIZD
9.69%
Winner
SPGM
0.09%
Max Drawdown
BIZD
64.58%
Winner
SPGM
33.97%
Sharpe Ratio
BIZD
-0.81
Winner
SPGM
1.66
5Y Beta
Winner
BIZD
0.68
SPGM
0.90
P/E Ratio
Winner
BIZD
16.38
SPGM
27.64
Forward P/E
Winner
BIZD
9.52
SPGM
20.31
5Y Dividends CAGR
BIZD
3.68%
Winner
SPGM
13.19%
5Y EPS CAGR
BIZD
N/A
SPGM
23.98%
P/S Ratio
BIZD
3.82
Winner
SPGM
0.31
P/B Ratio
Winner
BIZD
0.88
SPGM
4.80
BIZD vs SPGM - Holdings Comparison
BIZD and SPGM have 1 common holdings. Overlap is -36.11%
BIZD's top 25 holdings weight is 97.36%. SPGM's top 25 holdings weight is 29.28%.
| Rank | BIZD | SPGM |
|---|---|---|
| #1 | SLK5W2NE TRS USD R E MVBDCTRG (n/a) - 35.83% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | ARES CAPITAL CORP (ARCC) - 14.64% | APPLE INC (AAPL) - 3.64% |
| #3 | BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 8.53% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | MAIN STREET CAPITAL CORP (MAIN) - 7.02% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | GOLUB CAPITAL BDC INC (GBDC) - 3.19% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | FS KKR CAPITAL CORP (FSK) - 3.05% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | HERCULES CAPITAL INC (HTGC) - 2.98% | BROADCOM INC (AVGO) - 1.40% |
| #8 | BLACKSTONE SECURED LENDING FUND ORDINARY SHARES (BXSL) - 2.90% | n/a (TSM) - 1.38% |
| #9 | BLUE OWL TECHNOLOGY FINANCE CORP (OTF) - 2.58% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | SIXTH STREET SPECIALTY LENDING INC (TSLX) - 1.77% | TESLA INC (TSLA) - 1.06% |
| #11 | TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 1.53% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | CAPITAL SOUTHWEST CORP (CSWC) - 1.51% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | MORGAN STANLEY DIRECT LENDING (MSDL) - 1.17% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | OAKTREE SPECIALTY LENDING CORP BDC (OCSL) - 1.13% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 1.07% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | US DOLLAR (n/a) - 1.07% | VISA INC CLASS A (V) - 0.58% |
| #17 | GOLDMAN SACHS BDC INC (GSBD) - 1.02% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | PROSPECT CAPITAL CORP (PSEC) - 0.89% | CHEVRON CORP (CVX) - 0.53% |
| #19 | PENNANTPARK FLOATING RATE CAPITAL LTD (PFLT) - 0.88% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | BARINGS BDC INC (BBDC) - 0.85% | WALMART INC (WMT) - 0.51% |
| #21 | NEW MOUNTAIN FINANCE CORP (NMFC) - 0.79% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | CARLYLE SECURED LENDING INC (CGBD) - 0.78% | CHUBB LTD (CB) - 0.50% |
| #23 | FIDUS INVESTMENT CORP (FDUS) - 0.78% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | BAIN CAPITAL SPECIALTY FINANCE INC (BCSF) - 0.71% | NESTLE SA (n/a) - 0.50% |
| #25 | GLADSTONE INVESTMENT CORP (GAIN) - 0.69% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 37 | 2333 |
BIZD vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
BIZD
-6.51%
Winner
SPGM
+1.35%
3M
BIZD
-0.10%
Winner
SPGM
+7.82%
6M
BIZD
-10.41%
Winner
SPGM
+10.30%
1Y
BIZD
-11.76%
Winner
SPGM
+28.47%
5Y(CAGR)
BIZD
+4.14%
Winner
SPGM
+10.91%
10Y(CAGR)
BIZD
+7.82%
Winner
SPGM
+12.62%
Max(CAGR)
BIZD
+6.11%
Winner
SPGM
+11.24%
BIZD vs SPGM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | BIZD | SPGM |
|---|---|---|
| 2026 | -8.93% | +9.17% |
| 2025 | -5.80% | +23.70% |
| 2024 | +15.41% | +17.65% |
| 2023 | +25.81% | +21.33% |
| 2022 | -9.15% | -17.95% |
| 2021 | +37.46% | +20.77% |
| 2020 | -6.95% | +14.24% |
| 2019 | +27.07% | +26.23% |
| 2018 | -7.57% | -10.47% |
| 2017 | -0.45% | +22.11% |
| 2016 | +23.91% | +10.39% |
| 2015 | -5.28% | -2.10% |
| 2014 | -6.58% | +11.58% |
| 2013 | +9.98% | +20.65% |
| 2012 | N/A | +1.33% |
BIZD vs SPGM Drawdown Comparison
The maximum drawdown for BIZD was -55.44%, occurring on Mar 23, 2020. Recovery took 249 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current BIZD drawdown is -18.76%. The current SPGM drawdown is -3.37%.
| Rank | BIZD | SPGM |
|---|---|---|
| #1 | -55.44% Feb 20, 2020 - Feb 16, 2021 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -25.29% Feb 24, 2014 - Aug 12, 2016 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -22.97% Apr 20, 2022 - Jul 18, 2023 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -22.56% Feb 19, 2025 - Mar 27, 2026 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -16.73% Aug 30, 2018 - Feb 22, 2019 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -12.47% May 2, 2017 - Aug 3, 2018 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -8.77% Jul 11, 2024 - Oct 18, 2024 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -7.38% Mar 14, 2013 - Apr 30, 2013 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -7.27% Apr 30, 2013 - Jul 18, 2013 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -6.27% Aug 30, 2016 - Nov 25, 2016 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -6.22% Sep 28, 2023 - Nov 14, 2023 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -6.19% Apr 29, 2021 - May 27, 2021 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -5.92% Jan 12, 2022 - Feb 8, 2022 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -5.45% Jul 23, 2013 - Sep 18, 2013 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -5.36% Nov 8, 2021 - Jan 4, 2022 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between BIZD and SPGM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2012 - 2026)
BIZD vs SPGM dividend yield comparison.
| Year | BIZD | SPGM |
|---|---|---|
| 2026 | 3.86% | 0.80% |
| 2025 | 11.78% | 1.89% |
| 2024 | 10.94% | 1.98% |
| 2023 | 10.96% | 2.09% |
| 2022 | 11.21% | 2.37% |
| 2021 | 8.14% | 1.94% |
| 2020 | 10.39% | 1.45% |
| 2019 | 9.13% | 2.46% |
| 2018 | 10.88% | 1.89% |
| 2017 | 9.13% | 2.29% |
| 2016 | 8.51% | 1.87% |
| 2015 | 9.12% | 3.70% |
| 2014 | 8.51% | 2.18% |
| 2013 | 5.45% | 1.75% |
| 2012 | 0.00% | 2.26% |
Select Stocks to Compare
Popular: BIZD vs SPYSPGM vs SPY
More Comparisons
Compare with similar stocks