BIZD vs IVV: Holdings Overlap
VanEck · 30 holdings · $1.6B · as of 2026-03-31
iShares · 503 holdings · $901.0B · as of 2026-03-31
How similar are BIZD and IVV?
VanEck BDC Income ETF (BIZD, by VanEck) holds 30 positions; iShares Core S&P 500 ETF (IVV, by iShares) holds 503. They have 0 holdings in common, and by portfolio weight the two funds are 0.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 0BIZD holds 30 · IVV holds 503
- Weight in Shared Holdings
- BIZD 0%·IVV 0%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in BIZD
30 of 30 positions (58.4% of the fund) are not held by IVV.
- Ares Capital Corp13.00%
- Blue Owl Capital Corp7.81%
- Main Street Capital Corp6.69%
- Golub Capital BDC Inc2.86%
- Blue Owl Technology Finance Corp2.78%
- Blackstone Secured Lending Fund2.69%
Sector Breakdown
| Sector | BIZD | IVV |
|---|---|---|
| Financials | 45.4% | 12.6% |
| Information Technology | 0.0% | 32.6% |
| Communication Services | 0.0% | 10.5% |
| Consumer Discretionary | 0.0% | 9.8% |
| Health Care | 0.0% | 9.4% |
| Other Sectors | 0.0% | 24.8% |
| Unclassified | 13.0% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (22% of BIZD, 0% of IVV).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| BIZD | +8.4% | +0.2% | -5.3% | +5.5% | +6.1% | +7.9% | 11.36% |
| IVV | +3.4% | +14.0% | +23.7% | +21.3% | +13.4% | +15.4% | 1.05% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in BIZD vs IVV →
Shared Holdings(0)
These two funds have no holdings in common.
Frequently Asked Questions
How much do BIZD and IVV overlap?
BIZD and IVV overlap by 0.0% of portfolio weight. They share 0 holdings (BIZD holds 30 positions and IVV holds 503), based on each fund's latest SEC-reported holdings.
Is it redundant to own both BIZD and IVV?
The two portfolios are 0.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What does BIZD own that IVV doesn't?
30 positions (58.4% of BIZD) are unique to BIZD, led by Ares Capital Corp, Blue Owl Capital Corp and Main Street Capital Corp. In the other direction, 503 positions (99.8% of IVV) are unique to IVV.