BIZD
BIZD 2-star rating from Upturn Advisory

VanEck BDC Income ETF (BIZD)

VanEck BDC Income ETF (BIZD) 2-star rating from Upturn Advisory
$14.19
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Upturn Advisory Summary

11/10/2025: BIZD (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 2 star rating for performance

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 24.74%
Avg. Invested days 55
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
ETF Returns Performance Upturn Returns Performance icon 4.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/10/2025

Key Highlights

Volume (30-day avg) -
Beta 0.85
52 Weeks Range 13.50 - 17.40
Updated Date 06/29/2025
52 Weeks Range 13.50 - 17.40
Updated Date 06/29/2025

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VanEck BDC Income ETF

VanEck BDC Income ETF(BIZD) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

The VanEck BDC Income ETF (BIZD) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVISu00ae US Business Development Company Index (MVBIZDTR). It invests primarily in business development companies (BDCs), offering exposure to a portfolio of these income-generating entities.

Reputation and Reliability logo Reputation and Reliability

VanEck has a solid reputation and a long track record as an established ETF provider.

Leadership icon representing strong management expertise and executive team Management Expertise

VanEck has extensive experience in managing sector-specific and income-oriented ETFs.

Investment Objective

Icon representing investment goals and financial objectives Goal

Seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVISu00ae US Business Development Company Index (MVBIZDTR).

Investment Approach and Strategy

Strategy: The ETF tracks the MVISu00ae US Business Development Company Index (MVBIZDTR).

Composition Primarily holds stocks of business development companies (BDCs).

Market Position

Market Share: BIZD has a significant market share among BDC-focused ETFs.

Total Net Assets (AUM): 358400000

Competitors

Key Competitors logo Key Competitors

  • UBS ETRACS Wells Fargo BDC Index ETN (BDCS)
  • VanEck BDC Income ETF (BIZD)
  • Virtus Private Credit Strategy ETF (VPC)

Competitive Landscape

The competitive landscape consists of other BDC-focused ETFs and ETNs. BIZD aims to replicate a BDC Index. An advantage is its broad diversification within the BDC sector and established track record, while a disadvantage is its expense ratio relative to passively managed broad market funds.

Financial Performance

Historical Performance: Historical performance can be found through various financial data providers; however, this response cannot directly provide updated real-time data. Please consult resources such as Yahoo Finance, Bloomberg, or ETF.com for data.

Benchmark Comparison: The ETF's performance should be compared against the MVISu00ae US Business Development Company Index (MVBIZDTR).

Expense Ratio: 0.12

Liquidity

Average Trading Volume

The average daily trading volume is substantial, implying good liquidity.

Bid-Ask Spread

The bid-ask spread is generally tight, which also indicates good liquidity.

Market Dynamics

Market Environment Factors

Economic conditions, interest rate movements, and regulatory changes impacting BDCs influence BIZD's performance.

Growth Trajectory

The ETF's growth is closely tied to the performance and expansion of the BDC sector.

Moat and Competitive Advantages

Competitive Edge

BIZD offers targeted exposure to the BDC sector. Its competitive edge lies in providing a relatively liquid and accessible way to invest in a diversified portfolio of BDCs. The ETF's association with VanEck adds credibility. It benefits from its first-mover advantage and high AUM relative to some competitors which enhances liquidity. However, it faces competition from similar products with slightly different index methodologies or expense ratios.

Risk Analysis

Volatility

The ETF's volatility is tied to the volatility of the BDC sector, which can be sensitive to economic cycles and credit market conditions.

Market Risk

Market risk includes interest rate risk, credit risk of the underlying BDCs, and general economic downturns that may affect BDC performance.

Investor Profile

Ideal Investor Profile

The ideal investor is one seeking income and exposure to alternative credit markets through BDCs, and who understands the risks associated with BDCs and are comfortable with sector-specific investing.

Market Risk

BIZD is best suited for long-term investors seeking income and willing to accept the risks associated with investing in BDCs.

Summary

The VanEck BDC Income ETF (BIZD) provides investors with targeted exposure to the BDC sector. Its primary investment strategy is to track the MVISu00ae US Business Development Company Index (MVBIZDTR). The ETF offers a relatively liquid way to access a diversified portfolio of BDCs. While offering income potential, it's important to understand the volatility and market risks associated with the BDC sector. Investors should carefully consider their risk tolerance and investment objectives before investing.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • VanEck
  • ETF.com
  • Bloomberg
  • Yahoo Finance

Disclaimers:

This analysis is based on available information and is not financial advice. Past performance is not indicative of future results. Investors should conduct their own research and consult with a financial advisor before making investment decisions.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About VanEck BDC Income ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund normally invests at least 80% of its total assets in securities that comprise the fund"s benchmark index and/or in investments or instruments that have investment exposure to securities that comprise its benchmark index. The BDC index is comprised of BDCs.