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Upturn AI SWOT - About
VanEck BDC Income ETF (BIZD)
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Upturn Advisory Summary
10/27/2025: BIZD (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
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 Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/27/2025 |
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 |
Upturn AI SWOT
VanEck BDC Income ETF
ETF Overview
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
VanEck has a solid reputation and a long track record as an established ETF provider.
Management Expertise
VanEck has extensive experience in managing sector-specific and income-oriented ETFs.
Investment Objective
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
- 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.
Peer Comparison
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
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