Stock Scorer

‹ ETFs

Compare ETFs

BIZD × SPY × 2/4

Side by side

BIZDSPY
NameVanEck BDC Income ETFState Street® SPDR® S&P 500® ETF Trust
Assets$1.42B$809.77B
Fee11.29%0.09%
Yield11.5%1.0%
Components28502
Top 10 weight45%39%
This year-7.2%+12.5%
1 year-2.5%+17.4%
3 years, yearly+2.8%+21.8%
5 years, yearly+3.6%+12.4%
10 years, yearly+7.2%+15.2%
Volatility, 3 years13.8%12.7%
Sharpe ratio, 3 years0.021.38

Green: the lowest fee and the best return in each row.

Returns

Total return; over three years and longer, a year on average.

This year

BIZD -7.2%
SPY +12.5%

1 year

BIZD -2.5%
SPY +17.4%

3 years

BIZD +2.8%
SPY +21.8%

5 years

BIZD +3.6%
SPY +12.4%

10 years

BIZD +7.2%
SPY +15.2%

How much they overlap

For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.

0%  BIZD and SPY

0 companies in both: 0% of BIZD's holdings, 0% of SPY's.

Sectors

BIZDSPY
Financial Services100.0%11.4%
Technology–41.1%
Communication Services–10.3%
Healthcare–9.7%
Consumer Cyclicals–8.6%
Industrials–7.7%
Consumer Defensive–4.7%
Energy–3.8%
Utilities–2.0%
Real Estate–1.8%
Basic Materials–1.5%

From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.