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BIZD vs USVM

Comparison between VANECK BDC INCOME ETF (BIZD, ETF) and VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF).

5-Year PerformanceUSVM has outperformed BIZD, delivering a return of +10.1% compared to +4.2%

BIZD vs USVM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BIZD
$1.60B
USVM
$1.60B
Expense Ratio
BIZD
9.69%
Winner
USVM
0.29%
Max Drawdown
BIZD
64.58%
Winner
USVM
44.09%
Sharpe Ratio
BIZD
-0.78
Winner
USVM
1.70
5Y Beta
Winner
BIZD
0.67
USVM
0.95
P/E Ratio
Winner
BIZD
16.52
USVM
20.66
Forward P/E
Winner
BIZD
9.44
USVM
12.86
5Y Dividends CAGR
BIZD
3.68%
Winner
USVM
21.01%
5Y EPS CAGR
BIZD
N/A
USVM
7.56%
Debt to Equity
BIZD
N/A
USVM
25.98%
P/S Ratio
BIZD
3.81
Winner
USVM
1.01
P/B Ratio
Winner
BIZD
0.88
USVM
1.54

BIZD vs USVM - Holdings Comparison

BIZD and USVM have 1 common holdings. Overlap is -35.16%

BIZD's top 25 holdings weight is 97.23%. USVM's top 25 holdings weight is 14.78%.

RankBIZDUSVM
#1
SLK5W2NE TRS USD R E MVBDCTRG (n/a) - 35.52%
VISHAY INTERTECHNOLOGY INC (VSH) - 0.80%
#2
ARES CAPITAL CORP (ARCC) - 14.64%
TD SYNNEX CORP (SNX) - 0.74%
#3
BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 8.59%
ELLINGTON FINANCIAL INC (EFC) - 0.71%
#4
MAIN STREET CAPITAL CORP (MAIN) - 6.98%
AVISTA CORP (AVA) - 0.67%
#5
GOLUB CAPITAL BDC INC (GBDC) - 3.21%
DYNEX CAPITAL INC (DX) - 0.65%
#6
FS KKR CAPITAL CORP (FSK) - 3.03%
BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 0.64%
#7
HERCULES CAPITAL INC (HTGC) - 2.93%
APPLE HOSPITALITY REIT INC (APLE) - 0.61%
#8
BLACKSTONE SECURED LENDING FUND ORDINARY SHARES (BXSL) - 2.89%
ONE GAS INC (OGS) - 0.61%
#9
BLUE OWL TECHNOLOGY FINANCE CORP (OTF) - 2.72%
BLACK HILLS CORP (BKH) - 0.60%
#10
SIXTH STREET SPECIALTY LENDING INC (TSLX) - 1.83%
SPIRE INC (SR) - 0.58%
#11
TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 1.53%
PORTLAND GENERAL ELECTRIC CO (POR) - 0.58%
#12
CAPITAL SOUTHWEST CORP (CSWC) - 1.50%
AGNC INVESTMENT CORP (AGNC) - 0.58%
#13
MORGAN STANLEY DIRECT LENDING (MSDL) - 1.17%
NETSCOUT SYSTEMS INC (NTCT) - 0.57%
#14
OAKTREE SPECIALTY LENDING CORP BDC (OCSL) - 1.14%
NETSTREIT CORP ORDINARY SHARES (NTST) - 0.56%
#15
MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 1.08%
NORTHWEST NATURAL HOLDING CO (NWN) - 0.56%
#16
US DOLLAR (n/a) - 1.05%
FEDERATED HERMES INC CLASS B (FHI) - 0.55%
#17
GOLDMAN SACHS BDC INC (GSBD) - 1.04%
ORMAT TECHNOLOGIES INC (ORA) - 0.55%
#18
PROSPECT CAPITAL CORP (PSEC) - 0.93%
OTTER TAIL CORP (OTTR) - 0.54%
#19
PENNANTPARK FLOATING RATE CAPITAL LTD (PFLT) - 0.88%
EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 0.53%
#20
BARINGS BDC INC (BBDC) - 0.86%
BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 0.53%
#21
NEW MOUNTAIN FINANCE CORP (NMFC) - 0.79%
AVNET INC (AVT) - 0.53%
#22
CARLYLE SECURED LENDING INC (CGBD) - 0.78%
FRANKLIN RESOURCES INC (BEN) - 0.53%
#23
FIDUS INVESTMENT CORP (FDUS) - 0.77%
HIGHWOODS PROPERTIES INC (HIW) - 0.52%
#24
BAIN CAPITAL SPECIALTY FINANCE INC (BCSF) - 0.69%
WAFD INC (WAFD) - 0.52%
#25
GLADSTONE INVESTMENT CORP (GAIN) - 0.68%
MDU RESOURCES GROUP INC (MDU) - 0.52%
Total Holdings37291

BIZD vs USVM - Historical Returns

Returns include dividend reinvestment.

1M
BIZD
+0.32%
Winner
USVM
+5.66%
3M
BIZD
+5.64%
Winner
USVM
+16.14%
6M
BIZD
-8.41%
Winner
USVM
+16.82%
1Y
BIZD
-11.64%
Winner
USVM
+32.67%
5Y(CAGR)
BIZD
+4.25%
Winner
USVM
+10.12%
10Y(CAGR)
BIZD
+8.06%
Winner
USVM
+11.08%
Max(CAGR)
BIZD
+6.24%
Winner
USVM
+11.08%

BIZD vs USVM - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearBIZDUSVM
2026-7.32%+17.82%
2025-5.80%+10.43%
2024+15.41%+17.15%
2023+25.81%+19.02%
2022-9.15%-14.21%
2021+37.46%+25.43%
2020-6.95%+11.94%
2019+27.07%+21.72%
2018-7.57%-10.13%
2017-0.45%+2.20%
2016+23.91%N/A
2015-5.28%N/A
2014-6.58%N/A
2013+9.98%N/A

BIZD vs USVM Drawdown Comparison

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

The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.

The current BIZD drawdown is -17.33%.

RankBIZDUSVM
#1-55.44%
Feb 20, 2020 - Feb 16, 2021		-42.36%
Aug 29, 2018 - Nov 16, 2020
#2-25.29%
Feb 24, 2014 - Aug 12, 2016		-25.27%
Nov 8, 2021 - Feb 12, 2024
#3-22.97%
Apr 20, 2022 - Jul 18, 2023		-24.34%
Nov 25, 2024 - Sep 11, 2025
#4-22.56%
Feb 19, 2025 - Mar 27, 2026		-9.16%
Jan 23, 2018 - May 16, 2018
#5-16.73%
Aug 30, 2018 - Feb 22, 2019		-8.98%
Jul 31, 2024 - Sep 19, 2024
#6-12.47%
May 2, 2017 - Aug 3, 2018		-8.42%
Jul 1, 2021 - Aug 27, 2021
#7-8.77%
Jul 11, 2024 - Oct 18, 2024		-8.36%
Feb 11, 2026 - Apr 14, 2026
#8-7.38%
Mar 14, 2013 - Apr 30, 2013		-7.96%
Mar 15, 2021 - May 27, 2021
#9-7.27%
Apr 30, 2013 - Jul 18, 2013		-7.47%
Feb 12, 2021 - Mar 11, 2021
#10-6.27%
Aug 30, 2016 - Nov 25, 2016		-7.41%
Mar 28, 2024 - May 15, 2024
#11-6.22%
Sep 28, 2023 - Nov 14, 2023		-5.81%
Sep 2, 2021 - Oct 25, 2021
#12-6.19%
Apr 29, 2021 - May 27, 2021		-4.96%
Oct 3, 2025 - Nov 25, 2025
#13-5.92%
Jan 12, 2022 - Feb 8, 2022		-4.87%
Jun 8, 2021 - Jul 1, 2021
#14-5.45%
Jul 23, 2013 - Sep 18, 2013		-4.57%
May 15, 2024 - Jul 12, 2024
#15-5.36%
Nov 8, 2021 - Jan 4, 2022		-4.56%
Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between BIZD and USVM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2013 - 2026)

BIZD vs USVM dividend yield comparison.

YearBIZDUSVM
20263.79%0.72%
202511.78%1.84%
202410.94%1.75%
202310.96%1.63%
202211.21%1.43%
20218.14%0.70%
202010.39%1.21%
20199.13%1.77%
201810.88%1.43%
20179.13%0.65%
20168.51%0.00%
20159.12%0.00%
20148.51%0.00%
20135.45%0.00%

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