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Upturn AI SWOT - About
VanEck BDC Income ETF (BIZD)
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Upturn Advisory Summary
08/29/2025: 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 24.63% | 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 08/29/2025 |
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 Companies Index (MVBIZDTR). It primarily focuses on investing in business development companies (BDCs) to generate income.
Reputation and Reliability
VanEck is a well-established ETF provider with a strong track record in developing and managing specialized investment products.
Management Expertise
VanEck has experienced portfolio managers and analysts specializing in income-generating assets and alternative investments.
Investment Objective
Goal
To replicate the price and yield performance of the MVISu00ae US Business Development Companies Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the MVISu00ae US Business Development Companies Index, a rules-based, modified capitalization-weighted index that tracks the performance of U.S. listed Business Development Companies (BDCs).
Composition The ETF primarily holds stocks of publicly traded BDCs, which are companies that invest in small and medium-sized businesses.
Market Position
Market Share: BIZD has a significant market share among ETFs focused on BDCs, but the exact percentage fluctuates.
Total Net Assets (AUM): 332100000
Competitors
Key Competitors
- UBS ETRACS Wells Fargo BDC Index ETN (BDCS)
- Invesco KBW High Dividend Yield Financial ETF (KBWD)
Competitive Landscape
The BDC ETF market is relatively concentrated. BIZD's advantage lies in its direct equity exposure to BDCs, offering transparency. However, ETNs like BDCS may offer different tax implications. KBWD invests more broadly across financials, with less BDC pure-play exposure.
Financial Performance
Historical Performance: Historical performance data unavailable in this format. Please refer to financial data providers such as Yahoo Finance or Bloomberg.
Benchmark Comparison: Benchmark comparison data unavailable in this format. Please refer to financial data providers such as Yahoo Finance or Bloomberg.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which ensures that larger trades can usually be executed without significantly impacting the price.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs for buying and selling shares of the ETF.
Market Dynamics
Market Environment Factors
BIZD's performance is affected by interest rate changes, credit market conditions, and the regulatory environment for BDCs.
Growth Trajectory
The growth of BIZD is dependent on the expansion and profitability of BDCs, influenced by broader economic growth and the demand for capital by small and medium-sized businesses. No significant strategy changes are known in the past year.
Moat and Competitive Advantages
Competitive Edge
BIZD benefits from VanEck's established brand and expertise in managing income-oriented funds. Its competitive advantage lies in providing investors with a relatively pure-play exposure to the BDC sector. This allows investors to gain targeted exposure to this unique asset class without the complexities of direct BDC investments. BIZD's low expense ratio compared to actively managed funds can also be seen as a competitive advantage. The diversification benefits from owning a basket of BDCs enhance its appeal.
Risk Analysis
Volatility
BIZD's historical volatility can be moderate to high, reflecting the risk profile of the underlying BDCs.
Market Risk
The ETF is subject to market risk, particularly credit risk and interest rate risk, given the nature of BDC investments in small and medium-sized businesses. Regulatory changes and economic downturns can also negatively impact the performance of BDCs.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking high current income, comfortable with moderate to high volatility, and has a long-term investment horizon.
Market Risk
BIZD is suitable for long-term investors seeking income, not active traders, as it is a sector-specific fund with potentially higher volatility.
Summary
The VanEck BDC Income ETF (BIZD) offers investors targeted exposure to the BDC sector, providing the potential for high current income. Its success is strongly correlated to the growth and profitability of small and medium-sized businesses. Due to the nature of BDCs, investors should be aware of the associated risks, including credit and interest rate risks. BIZD could potentially be a useful element for income-focused investors looking to diversify their portfolios with higher yielding assets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- VanEck Official Website
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any 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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