DTD vs BIZD
Comparison between WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD, ETF) and VANECK BDC INCOME ETF (BIZD, ETF).
5-Year PerformanceDTD has outperformed BIZD, delivering a return of +12.1% compared to +4.2%
DTD vs BIZD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DTD
$1.60B
BIZD
$1.60B
Expense Ratio
Winner
DTD
0.28%
BIZD
9.69%
Max Drawdown
Winner
DTD
60.19%
BIZD
64.58%
Sharpe Ratio
Winner
DTD
1.79
BIZD
-0.78
5Y Beta
DTD
0.67
Winner
BIZD
0.67
P/E Ratio
DTD
22.03
Winner
BIZD
16.52
Forward P/E
DTD
17.32
Winner
BIZD
9.44
5Y Dividends CAGR
Winner
DTD
5.15%
BIZD
3.68%
5Y EPS CAGR
DTD
16.94%
BIZD
N/A
P/S Ratio
Winner
DTD
2.49
BIZD
3.81
P/B Ratio
DTD
3.59
Winner
BIZD
0.88
DTD vs BIZD - Holdings Comparison
DTD and BIZD have 0 common holdings. Overlap is 0.00%
DTD's top 25 holdings weight is 39.41%. BIZD's top 25 holdings weight is 97.23%.
| Rank | DTD | BIZD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.76% | SLK5W2NE TRS USD R E MVBDCTRG (n/a) - 35.52% |
| #2 | APPLE INC (AAPL) - 3.00% | ARES CAPITAL CORP (ARCC) - 14.64% |
| #3 | MICROSOFT CORP (MSFT) - 2.91% | BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 8.59% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.78% | MAIN STREET CAPITAL CORP (MAIN) - 6.98% |
| #5 | BROADCOM INC (AVGO) - 2.46% | GOLUB CAPITAL BDC INC (GBDC) - 3.21% |
| #6 | EXXON MOBIL CORP (XOM) - 2.00% | FS KKR CAPITAL CORP (FSK) - 3.03% |
| #7 | CHEVRON CORP (CVX) - 1.69% | HERCULES CAPITAL INC (HTGC) - 2.93% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.59% | BLACKSTONE SECURED LENDING FUND ORDINARY SHARES (BXSL) - 2.89% |
| #9 | MORGAN STANLEY (MS) - 1.37% | BLUE OWL TECHNOLOGY FINANCE CORP (OTF) - 2.72% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 1.35% | SIXTH STREET SPECIALTY LENDING INC (TSLX) - 1.83% |
| #11 | ABBVIE INC (ABBV) - 1.33% | TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 1.53% |
| #12 | ALPHABET INC CLASS C (GOOG) - 1.25% | CAPITAL SOUTHWEST CORP (CSWC) - 1.50% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.24% | MORGAN STANLEY DIRECT LENDING (MSDL) - 1.17% |
| #14 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.22% | OAKTREE SPECIALTY LENDING CORP BDC (OCSL) - 1.14% |
| #15 | COCA-COLA CO (KO) - 1.13% | MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 1.08% |
| #16 | PROCTER & GAMBLE CO (PG) - 1.11% | US DOLLAR (n/a) - 1.05% |
| #17 | MERCK & CO INC (MRK) - 1.11% | GOLDMAN SACHS BDC INC (GSBD) - 1.04% |
| #18 | VERIZON COMMUNICATIONS INC (VZ) - 1.09% | PROSPECT CAPITAL CORP (PSEC) - 0.93% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.06% | PENNANTPARK FLOATING RATE CAPITAL LTD (PFLT) - 0.88% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 1.04% | BARINGS BDC INC (BBDC) - 0.86% |
| #21 | ELI LILLY AND CO (LLY) - 1.02% | NEW MOUNTAIN FINANCE CORP (NMFC) - 0.79% |
| #22 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.02% | CARLYLE SECURED LENDING INC (CGBD) - 0.78% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 1.01% | FIDUS INVESTMENT CORP (FDUS) - 0.77% |
| #24 | BANK OF AMERICA CORP (BAC) - 0.94% | BAIN CAPITAL SPECIALTY FINANCE INC (BCSF) - 0.69% |
| #25 | THE HOME DEPOT INC (HD) - 0.93% | GLADSTONE INVESTMENT CORP (GAIN) - 0.68% |
| Total Holdings | 734 | 37 |
DTD vs BIZD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DTD
+2.97%
BIZD
-0.56%
3M
Winner
DTD
+8.11%
BIZD
+3.98%
6M
Winner
DTD
+10.90%
BIZD
-9.02%
1Y
Winner
DTD
+22.71%
BIZD
-11.74%
5Y(CAGR)
Winner
DTD
+12.10%
BIZD
+4.24%
10Y(CAGR)
Winner
DTD
+12.37%
BIZD
+7.95%
Max(CAGR)
Winner
DTD
+9.71%
BIZD
+6.13%
DTD vs BIZD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DTD | BIZD |
|---|---|---|
| 2026 | +10.64% | -8.56% |
| 2025 | +14.42% | -5.80% |
| 2024 | +18.30% | +15.41% |
| 2023 | +11.07% | +25.81% |
| 2022 | -4.21% | -9.15% |
| 2021 | +27.75% | +37.46% |
| 2020 | +2.16% | -6.95% |
| 2019 | +28.19% | +27.07% |
| 2018 | -6.73% | -7.57% |
| 2017 | +16.55% | -0.45% |
| 2016 | +18.19% | +23.91% |
| 2015 | -1.38% | -5.28% |
| 2014 | +15.16% | -6.58% |
| 2013 | +24.96% | +9.98% |
| 2012 | +11.95% | N/A |
| 2011 | +7.63% | N/A |
| 2010 | +14.84% | N/A |
| 2009 | +16.64% | N/A |
| 2008 | -33.95% | N/A |
| 2007 | +1.13% | N/A |
| 2006 | +15.50% | N/A |
DTD vs BIZD Drawdown Comparison
The maximum drawdown for DTD was -58.17%, occurring on Mar 9, 2009. Recovery took 1210 trading sessions.
The maximum drawdown for BIZD was -55.44%, occurring on Mar 23, 2020. Recovery took 249 trading sessions.
The current BIZD drawdown is -18.44%.
| Rank | DTD | BIZD |
|---|---|---|
| #1 | -58.17% Oct 9, 2007 - Jul 27, 2012 | -55.44% Feb 20, 2020 - Feb 16, 2021 |
| #2 | -37.28% Feb 12, 2020 - Dec 17, 2020 | -25.29% Feb 24, 2014 - Aug 12, 2016 |
| #3 | -17.57% Sep 21, 2018 - Apr 4, 2019 | -22.97% Apr 20, 2022 - Jul 18, 2023 |
| #4 | -16.15% Apr 20, 2022 - Jul 19, 2023 | -22.56% Feb 19, 2025 - Mar 27, 2026 |
| #5 | -14.41% Nov 29, 2024 - Jun 30, 2025 | -16.73% Aug 30, 2018 - Feb 22, 2019 |
| #6 | -12.64% May 18, 2015 - Mar 29, 2016 | -12.47% May 2, 2017 - Aug 3, 2018 |
| #7 | -10.39% Jan 26, 2018 - Aug 27, 2018 | -8.77% Jul 11, 2024 - Oct 18, 2024 |
| #8 | -9.84% Jul 26, 2023 - Dec 13, 2023 | -7.38% Mar 14, 2013 - Apr 30, 2013 |
| #9 | -9.31% Jul 13, 2007 - Oct 5, 2007 | -7.27% Apr 30, 2013 - Jul 18, 2013 |
| #10 | -7.09% Oct 18, 2012 - Jan 2, 2013 | -6.27% Aug 30, 2016 - Nov 25, 2016 |
| #11 | -6.35% May 3, 2019 - Jun 20, 2019 | -6.22% Sep 28, 2023 - Nov 14, 2023 |
| #12 | -6.31% Jan 4, 2022 - Mar 29, 2022 | -6.19% Apr 29, 2021 - May 27, 2021 |
| #13 | -6.30% Sep 19, 2014 - Oct 31, 2014 | -5.92% Jan 12, 2022 - Feb 8, 2022 |
| #14 | -6.30% Feb 11, 2026 - Apr 17, 2026 | -5.45% Jul 23, 2013 - Sep 18, 2013 |
| #15 | -5.97% May 21, 2013 - Jul 11, 2013 | -5.36% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between DTD and BIZD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
DTD vs BIZD dividend yield comparison.
| Year | DTD | BIZD |
|---|---|---|
| 2026 | 0.66% | 3.84% |
| 2025 | 1.99% | 11.78% |
| 2024 | 2.07% | 10.94% |
| 2023 | 2.43% | 10.96% |
| 2022 | 2.62% | 11.21% |
| 2021 | 2.04% | 8.14% |
| 2020 | 2.73% | 10.39% |
| 2019 | 2.50% | 9.13% |
| 2018 | 2.93% | 10.88% |
| 2017 | 2.36% | 9.13% |
| 2016 | 2.66% | 8.51% |
| 2015 | 2.81% | 9.12% |
| 2014 | 2.42% | 8.51% |
| 2013 | 2.38% | 5.45% |
| 2012 | 3.07% | 0.00% |
| 2011 | 2.81% | 0.00% |
| 2010 | 2.87% | 0.00% |
| 2009 | 2.76% | 0.00% |
| 2008 | 4.60% | 0.00% |
| 2007 | 2.77% | 0.00% |
| 2006 | 1.04% | 0.00% |
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