BIZD vs VYM
VanEck BDC Income ETF vs Vanguard High Dividend Yield ETF
Which is better, BIZD or VYM?
Small Cap Value against Large Cap Value.
VYM has a lower expense ratio. VYM 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 | VYM |
|---|---|---|
| Expense Ratio | 9.69% | 0.04%Best |
| AUM | $1.6B | $81.6B |
| Dividend Yield | 11.46% | 2.22% |
| Holdings | 36 | 613 |
| YTD Return | -4.12% | +10.24%Best |
| 1Y Return | -4.05% | +14.89%Best |
| 3Y Return (annualized) | +4.37% | +18.00%Best |
| 5Y Return (annualized) | +5.05% | +11.42%Best |
| Volatility (annualized) | 20.0% | 13.3%Best |
| Max Drawdown | -64.6% | -35.7%Best |
| $10,000 over 5 years | $12,793 | $17,172Best |
| Fund Family | VanEck | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Value |
| Inception | Feb 11, 2013 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 12, 2013 to Sep 25, 2026 (13.6 years).
BIZD vs VYM 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 13.6 years both funds cover.
BIZD vs VYM Performance
VanEck BDC Income ETF (BIZD) is an ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BIZD returned -4.05% while VYM returned +14.89%. Year to date, BIZD is down 4.12% versus a gain of 10.24% for VYM.
Over three years, BIZD compounded at +4.37% per year against +18.00% for VYM; over five years the annualized figures are +5.05% and +11.42% respectively. Across the full 14-year window we track, VYM has the edge at +9.63% annualized vs +0.98%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BIZD has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 13.3% for VYM. 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BIZD charges 9.69% per year while VYM charges 0.04%. On a $10,000 position that is $969 vs $4 annually, a gap of $965 per year that compounds over a long holding period. On income, BIZD currently yields 11.46% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 30 holdings in BIZD and 557 in VYM, totalling 63.4% and 99.2% 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 557 in VYM, against full books of 36 and 613.
You are not choosing between two funds in isolation.
Whichever of BIZD and VYM 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 VYM?
BIZD has an expense ratio of 9.69% while VYM charges 0.04%. VYM is the cheaper option, by $965 a year on a $10,000 investment.
Which performed better, BIZD or VYM?
Over the past year BIZD returned -4.05% vs +14.89% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (14 years), BIZD annualized +0.98% vs +9.63% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BIZD or VYM?
BIZD has been the more volatile fund at 20.0% annualized versus 13.3% for VYM. Worst drawdown: BIZD -64.6% vs VYM -35.7%.
Should I hold both BIZD and VYM?
BIZD and VYM have a monthly-return correlation of 0.70, 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 VYM?
BIZD yields 11.46% while VYM yields 2.22%, so BIZD currently pays the higher dividend yield.
Is VYM better than BIZD?
VYM has a lower expense ratio. VYM 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.