BIZD vs VOO

BIZD vs VOO

Which is better, BIZD or VOO?

Small Cap Value against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricBIZDVOO
Expense Ratio9.69%0.03%Best
AUM$1.6B$1.0T
Dividend Yield11.46%1.04%
Holdings68506
YTD Return-6.44%+14.19%Best
1Y Return-2.34%+16.27%Best
3Y Return (annualized)+3.83%+23.00%Best
5Y Return (annualized)+4.15%+13.65%Best
Volatility (annualized)19.9%14.3%Best
Max Drawdown-64.6%-34.3%Best
$10,000 over 5 years$12,255$18,960Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionFeb 11, 2013Sep 7, 2010

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 8, 2026 (13.7 years).

BIZD vs VOO 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 VOO Performance

VanEck BDC Income ETF (BIZD) is an ETF from VanEck and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BIZD returned -2.34% while VOO returned +16.27%. Year to date, BIZD is down 6.44% versus a gain of 14.19% for VOO.

Over three years, BIZD compounded at +3.83% per year against +23.00% for VOO; over five years the annualized figures are +4.15% and +13.65% respectively. Across the full 14-year window we track, VOO has the edge at +13.36% annualized vs +0.80%.

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 VOO. 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 -34.3% for VOO. 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 VOO 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 1.04% for VOO.

Holdings Overlap

We hold position weights for 30 holdings in BIZD and 494 in VOO, totalling 61.6% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 46 days apart, BIZD as of Sep 15, 2026 and VOO as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 30 positions we hold weights for in BIZD and 494 in VOO, against full books of 68 and 506.

You are not choosing between two funds in isolation.

Whichever of BIZD and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BIZDVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BIZD or VOO?

BIZD has an expense ratio of 9.69% while VOO charges 0.03%. VOO is the cheaper option, by $966 a year on a $10,000 investment.

Which performed better, BIZD or VOO?

Over the past year BIZD returned -2.34% vs +16.27% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (14 years), BIZD annualized +0.80% vs +13.36% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BIZD or VOO?

BIZD has been the more volatile fund at 19.9% annualized versus 14.3% for VOO. Worst drawdown: BIZD -64.6% vs VOO -34.3%.

Should I hold both BIZD and VOO?

BIZD and VOO 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 VOO?

BIZD yields 11.46% while VOO yields 1.04%, so BIZD currently pays the higher dividend yield.

Is VOO better than BIZD?

VOO has a lower expense ratio. VOO 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.