BIZD vs IVV
VanEck BDC Income ETF vs iShares Core S&P 500 ETF
Which is better, BIZD or IVV?
Small Cap Value against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BIZD | IVV |
|---|---|---|
| Expense Ratio | 9.69% | 0.03%Best |
| AUM | $1.6B | $882.6B |
| Dividend Yield | 11.46% | 1.06% |
| Holdings | 68 | 508 |
| YTD Return | -7.13% | +14.90%Best |
| 1Y Return | -0.29% | +17.30%Best |
| 3Y Return (annualized) | +3.51% | +23.04%Best |
| 5Y Return (annualized) | +4.04% | +13.97%Best |
| Volatility (annualized) | 19.9% | 14.3%Best |
| Max Drawdown | -64.6% | -33.9%Best |
| $10,000 over 5 years | $12,190 | $19,229Best |
| Fund Family | VanEck | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Feb 11, 2013 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 12, 2013 to Oct 9, 2026 (13.7 years).
BIZD vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 13.7 years both funds cover.
BIZD vs IVV Performance
VanEck BDC Income ETF (BIZD) is an ETF from VanEck and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BIZD returned -0.29% while IVV returned +17.30%. Year to date, BIZD is down 7.13% versus a gain of 14.90% for IVV.
Over three years, BIZD compounded at +3.51% per year against +23.04% for IVV; over five years the annualized figures are +4.04% and +13.97% respectively. Across the full 14-year window we track, IVV has the edge at +13.36% annualized vs +0.74%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BIZD has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 14.3% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -64.6% for BIZD and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BIZD charges 9.69% per year while IVV charges 0.03%. On a $10,000 position that is $969 vs $3 annually, a gap of $966 per year that compounds over a long holding period. On income, BIZD currently yields 11.46% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 30 holdings in BIZD and 505 in IVV, totalling 61.6% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 30 positions we hold weights for in BIZD and 505 in IVV, against full books of 68 and 508.
You are not choosing between two funds in isolation.
Whichever of BIZD and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BIZD or IVV?
BIZD has an expense ratio of 9.69% while IVV charges 0.03%. IVV is the cheaper option, by $966 a year on a $10,000 investment.
Which performed better, BIZD or IVV?
Over the past year BIZD returned -0.29% vs +17.30% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (14 years), BIZD annualized +0.74% vs +13.36% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BIZD or IVV?
BIZD has been the more volatile fund at 19.9% annualized versus 14.3% for IVV. Worst drawdown: BIZD -64.6% vs IVV -33.9%.
Should I hold both BIZD and IVV?
BIZD and IVV have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BIZD or IVV?
BIZD yields 11.46% while IVV yields 1.06%, so BIZD currently pays the higher dividend yield.
Is IVV better than BIZD?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.