BIZD vs UTES

Comparison between VANECK BDC INCOME ETF (BIZD, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).

BIZD is from the Financial Services sector, while UTES is from the Utilities sector.

5-Year PerformanceUTES has outperformed BIZD, delivering a return of +15.6% compared to +4.9%

BIZD vs UTES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BIZD(ETF)	UTES(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	9.69%	0.49%
Max Drawdown	64.58%	35.71%
Sharpe Ratio	-0.72	0.37
5Y Beta	0.67	0.72
P/E Ratio	16.38	27.49
Forward P/E	9.66	19.44
PEG Ratio	N/A	1.11
5Y Dividends CAGR	3.68%	11.35%
5Y EPS CAGR	N/A	8.87%
Debt to Equity	N/A	218.77%
P/S Ratio	3.82	3.06
P/B Ratio	0.88	3.09

Net Assets

BIZD

$1.60B

UTES

$1.60B

Expense Ratio

BIZD

9.69%

Winner

UTES

0.49%

Max Drawdown

BIZD

64.58%

Winner

UTES

35.71%

Sharpe Ratio

BIZD

-0.72

Winner

UTES

0.37

5Y Beta

Winner

BIZD

0.67

UTES

0.72

P/E Ratio

Winner

BIZD

16.38

UTES

27.49

Forward P/E

Winner

BIZD

9.66

UTES

19.44

PEG Ratio

BIZD

N/A

UTES

1.11

5Y Dividends CAGR

BIZD

3.68%

Winner

UTES

11.35%

5Y EPS CAGR

BIZD

N/A

UTES

8.87%

Debt to Equity

BIZD

N/A

UTES

218.77%

P/S Ratio

BIZD

3.82

Winner

UTES

3.06

P/B Ratio

Winner

BIZD

0.88

UTES

3.09

BIZD vs UTES - Holdings Comparison

BIZD and UTES have 0 common holdings. Overlap is 0.00%

BIZD's top 25 holdings weight is 97.36%. UTES's top 25 holdings weight is 99.92%.

Rank	BIZD	UTES
#1	SLK5W2NE TRS USD R E MVBDCTRG (n/a) - 35.83%	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 11.64%
#2	ARES CAPITAL CORP (ARCC) - 14.64%	CONSTELLATION ENERGY CORP (CEG) - 10.68%
#3	BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 8.53%	VISTRA CORP (VST) - 10.65%
#4	MAIN STREET CAPITAL CORP (MAIN) - 7.02%	XCEL ENERGY INC (XEL) - 6.81%
#5	GOLUB CAPITAL BDC INC (GBDC) - 3.19%	CENTERPOINT ENERGY INC (CNP) - 6.33%
#6	FS KKR CAPITAL CORP (FSK) - 3.05%	ENTERGY CORP (ETR) - 5.09%
#7	HERCULES CAPITAL INC (HTGC) - 2.98%	ALLIANT ENERGY CORP (LNT) - 4.87%
#8	BLACKSTONE SECURED LENDING FUND ORDINARY SHARES (BXSL) - 2.90%	AMERICAN ELECTRIC POWER CO INC (AEP) - 4.83%
#9	BLUE OWL TECHNOLOGY FINANCE CORP (OTF) - 2.58%	SEMPRA (SRE) - 4.67%
#10	SIXTH STREET SPECIALTY LENDING INC (TSLX) - 1.77%	IDACORP INC (IDA) - 4.32%
#11	TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 1.53%	NRG ENERGY INC (NRG) - 4.29%
#12	CAPITAL SOUTHWEST CORP (CSWC) - 1.51%	NEXTERA ENERGY INC (NEE) - 4.27%
#13	MORGAN STANLEY DIRECT LENDING (MSDL) - 1.17%	WEC ENERGY GROUP INC (WEC) - 4.14%
#14	OAKTREE SPECIALTY LENDING CORP BDC (OCSL) - 1.13%	AMEREN CORP (AEE) - 3.78%
#15	MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 1.07%	DTE ENERGY CO (DTE) - 3.76%
#16	US DOLLAR (n/a) - 1.07%	NISOURCE INC (NI) - 3.54%
#17	GOLDMAN SACHS BDC INC (GSBD) - 1.02%	CMS ENERGY CORP (CMS) - 3.47%
#18	PROSPECT CAPITAL CORP (PSEC) - 0.89%	PINNACLE WEST CAPITAL CORP (PNW) - 2.78%
#19	PENNANTPARK FLOATING RATE CAPITAL LTD (PFLT) - 0.88%	N/A
#20	BARINGS BDC INC (BBDC) - 0.85%	N/A
#21	NEW MOUNTAIN FINANCE CORP (NMFC) - 0.79%	N/A
#22	CARLYLE SECURED LENDING INC (CGBD) - 0.78%	N/A
#23	FIDUS INVESTMENT CORP (FDUS) - 0.78%	N/A
#24	BAIN CAPITAL SPECIALTY FINANCE INC (BCSF) - 0.71%	N/A
#25	GLADSTONE INVESTMENT CORP (GAIN) - 0.69%	N/A
Total Holdings	37	18

BIZD vs UTES - Historical Returns

Returns include dividend reinvestment.

Period	BIZD	UTES
1 month	-3.69%	-6.81%
3 months	+3.17%	-7.29%
6 months	-5.98%	-4.16%
1 year	-9.63%	+7.71%
5 years(CAGR)	+4.86%	+15.56%
10 years(CAGR)	+8.15%	+12.52%
Max(CAGR)	+6.31%	+13.69%

Winner

BIZD

-3.69%

UTES

-6.81%

Winner

BIZD

+3.17%

UTES

-7.29%

BIZD

-5.98%

Winner

UTES

-4.16%

BIZD

-9.63%

Winner

UTES

+7.71%

5Y(CAGR)

BIZD

+4.86%

Winner

UTES

+15.56%

10Y(CAGR)

BIZD

+8.15%

Winner

UTES

+12.52%

Max(CAGR)

BIZD

+6.31%

Winner

UTES

+13.69%

BIZD vs UTES - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	BIZD	UTES
2026	-6.67%	-2.94%
2025	-5.80%	+22.66%
2024	+15.41%	+43.95%
2023	+25.81%	-1.97%
2022	-9.15%	+1.90%
2021	+37.46%	+23.82%
2020	-6.95%	+1.59%
2019	+27.07%	+27.65%
2018	-7.57%	+6.28%
2017	-0.45%	+14.80%
2016	+23.91%	+16.95%
2015	-5.28%	+5.54%
2014	-6.58%	N/A
2013	+9.98%	N/A

BIZD vs UTES Drawdown Comparison

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

The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.

The current BIZD drawdown is -16.74%. The current UTES drawdown is -10.18%.

Rank	BIZD	UTES
#1	-55.44% Feb 20, 2020 - Feb 16, 2021	-35.37% Feb 18, 2020 - Apr 20, 2021
#2	-25.29% Feb 24, 2014 - Aug 12, 2016	-20.39% Sep 12, 2022 - Apr 25, 2024
#3	-22.97% Apr 20, 2022 - Jul 18, 2023	-17.62% Jan 24, 2025 - May 19, 2025
#4	-22.56% Feb 19, 2025 - Mar 27, 2026	-15.99% Apr 8, 2022 - Aug 12, 2022
#5	-16.73% Aug 30, 2018 - Feb 22, 2019	-13.88% Oct 15, 2025 - Feb 4, 2026
#6	-12.47% May 2, 2017 - Aug 3, 2018	-13.20% Nov 27, 2017 - Jul 6, 2018
#7	-8.77% Jul 11, 2024 - Oct 18, 2024	-12.43% Jul 6, 2016 - Mar 24, 2017
#8	-7.38% Mar 14, 2013 - Apr 30, 2013	-10.42% Nov 26, 2024 - Jan 16, 2025
#9	-7.27% Apr 30, 2013 - Jul 18, 2013	-9.80% Dec 31, 2021 - Mar 24, 2022
#10	-6.27% Aug 30, 2016 - Nov 25, 2016	-8.97% Dec 13, 2018 - Feb 21, 2019
#11	-6.22% Sep 28, 2023 - Nov 14, 2023	-8.59% Sep 2, 2021 - Dec 6, 2021
#12	-6.19% Apr 29, 2021 - May 27, 2021	-7.78% Oct 4, 2024 - Nov 18, 2024
#13	-5.92% Jan 12, 2022 - Feb 8, 2022	-6.74% Aug 4, 2025 - Oct 1, 2025
#14	-5.45% Jul 23, 2013 - Sep 18, 2013	-6.63% Sep 30, 2019 - Jan 15, 2020
#15	-5.36% Nov 8, 2021 - Jan 4, 2022	-6.45% May 31, 2024 - Aug 15, 2024

Correlation

Correlation between BIZD and UTES is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2013 - 2026)

BIZD vs UTES dividend yield comparison.

Year	BIZD	UTES
2026	3.76%	0.41%
2025	11.78%	1.42%
2024	10.94%	1.51%
2023	10.96%	2.44%
2022	11.21%	2.13%
2021	8.14%	1.94%
2020	10.39%	2.09%
2019	9.13%	1.84%
2018	10.88%	2.09%
2017	9.13%	3.44%
2016	8.51%	3.53%
2015	9.12%	0.61%
2014	8.51%	0.00%
2013	5.45%	0.00%