BIZD vs VOO
VanEck BDC Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BIZD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 9.69% | 0.03% | |
| AUM | $1.6B | $997.4B | |
| Dividend Yield | 12.25% | 1.08% | |
| Holdings | 34 | 509 | |
| YTD Return | -1.29% | +12.68% | |
| 1Y Return | -6.15% | +21.87% | |
| 3Y Return (annualized) | +6.47% | +22.06% | |
| 5Y Return (annualized) | +5.94% | +12.95% | |
| Volatility (annualized) | 19.9% | 14.1% | |
| Max Drawdown | -64.6% | -34.3% | |
| Fund Family | VanEck | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 11, 2013 | Sep 7, 2010 |
BIZD vs VOO Performance
VanEck BDC Income ETF (BIZD) is a ETF from VanEck and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BIZD returned -6.15% while VOO returned +21.87%. Year to date, BIZD is down 1.29% versus a gain of 12.68% for VOO.
Over three years, BIZD compounded at +6.47% per year against +22.06% for VOO; over five years the annualized figures are +5.94% and +12.95% respectively. Across the full 14-year window we track, VOO has the edge at +13.47% annualized vs +1.20%. 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 14.1% 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 worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
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 12.25% against 1.08% for VOO.
Holdings Overlap
BIZD and VOO share 0 holdings out of 535 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $966 per year of difference.
Which performed better, BIZD or VOO?
Over the past year BIZD returned -6.15% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (14 years), BIZD annualized +1.20% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, BIZD or VOO?
BIZD has been the more volatile fund at 19.9% annualized versus 14.1% 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 combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BIZD and VOO?
BIZD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 535 unique securities.
Which pays a higher dividend, BIZD or VOO?
BIZD yields 12.25% while VOO yields 1.08%, so BIZD currently pays the higher dividend yield.
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