Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) vs Barings BDC (BBDC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has outperformed Barings BDC (BBDC) over the past year, gaining 6.7% versus a loss of 0.1%. Over five years, AIO leads with a -6.6% price change compared with -23.6% for BBDC. Barings BDC is the larger company by market cap ($887.9 million vs $878.2 million), about 1.0 times the size.
On valuation, Virtus Artificial Intelligence & Technology Opportunities Fund trades at a lower trailing P/E (6.0x vs 10.3x for Barings BDC). Barings BDC pays a dividend yielding 12.26%, while Virtus Artificial Intelligence & Technology Opportunities Fund does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AIO | BBDC |
|---|---|---|
| Share price | $25.50 | $8.48 |
| Market cap | $878.20M | $887.91M |
| 1-day change | -0.82% | -0.35% |
| YTD return | +17.24% | -7.63% |
| 1-year return | +6.74% | -0.12% |
| 5-year return | -6.56% | -23.60% |
| P/E ratio (TTM) | 5.96 | 10.34 |
| Forward P/E | — | 8.40 |
| EPS (TTM) | $4.28 | $0.82 |
| Dividend yield | 9.88% | 12.26% |
| Annual dividend | $0.00 | $1.04 |
| 52-week high | $28.60 | $9.54 |
| 52-week low | $20.91 | $7.96 |
| Distance from 52-week high | -10.84% | -11.11% |
| Analyst consensus | — | none |
| Avg. price target upside | — | +17.45% |
| Average volume | 71.27K | 657.01K |
| Shares outstanding | 34.44M | 104.71M |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management | Asset Management |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Barings BDC trades at a higher earnings multiple (10.3x vs 6.0x trailing P/E).
- Barings BDC offers a meaningfully higher dividend yield (12.26% vs 9.88%).
About Virtus Artificial Intelligence & Technology Opportunities Fund
AIO stock →Virtus Artificial Intelligence & Technology Opportunities Fund is a closed-end multi asset fund spealizes in equity and debt securities. They prefer to invest in artificial intelligence and technology.
Financial Services · Asset Management
About Barings BDC
BBDC stock →Barings BDC, Inc. is a publicly traded Real Estate, externally managed investment company that has elected to be treated as a business development company under the Investment Company Act of 1940.
Financial Services · Asset Management
AIO vs BBDC FAQ
Which is bigger, Virtus Artificial Intelligence & Technology Opportunities Fund or Barings BDC?
Barings BDC (BBDC) is larger, with a market capitalization of $887.91M compared with $878.20M for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO).
Which stock has performed better over the past year, AIO or BBDC?
AIO returned +6.74% over the past 12 months, compared with -0.12% for BBDC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AIO or BBDC?
AIO has the lower trailing P/E at 6.0, versus 10.3 for BBDC. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Virtus Artificial Intelligence & Technology Opportunities Fund or Barings BDC?
Barings BDC has the higher yield at 12.26%, compared with 9.88% for Virtus Artificial Intelligence & Technology Opportunities Fund.
Are Virtus Artificial Intelligence & Technology Opportunities Fund and Barings BDC in the same industry?
Yes. Both are classified in the Asset Management industry within the Financial Services sector.