AMAX vs. BDCZ ETF Comparison
Comparison of RH Hedged Multi-Asset Income ETF (AMAX) to ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041 (BDCZ)
AMAX
RH Hedged Multi-Asset Income ETF
AMAX Description
RH Hedged Multi-Asset Income ETF seeks total return through a combination of capital appreciation and current income. The Fund invests primarily in fixed income securities and the Fund may also invest in mortgage-related high-yield instruments rated below investment grade (commonly referred to as junk bonds) with up to 15% of the Fund's assets.
Grade (RS Rating)
Last Trade
$8.07
Average Daily Volume
8,251
Number of Holdings
*
6
* may have additional holdings in another (foreign) market
BDCZ
ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041
BDCZ Description
The ETRACS Wells Fargo® Business Development Company Index ETN Series B due April 26, 2041 are senior unsecured debt securities issued by UBS AG (UBS) that provide exposure to the performance of the Wells Fargo® Business Development Company Index. The index is intended to measure the performance of all business development companies listed on the NYSE or NASDAQ that satisfy specified market capitalization and other eligibility requirements. It refer to the business development companies (“BDCs”) included in the Wells Fargo® Business Development Company Index as the “index constituents.” The index is a proprietary index of Wells Fargo Securities, LLC.Grade (RS Rating)
Last Trade
$19.18
Average Daily Volume
2,865
Number of Holdings
*
23
* may have additional holdings in another (foreign) market
Performance
| Period | AMAX | BDCZ |
|---|---|---|
| 30 Days | 1.29% | 1.81% |
| 60 Days | 7.73% | 6.89% |
| 90 Days | 2.41% | -2.45% |
| 12 Months | 19.21% | 18.30% |
0 Overlapping Holdings
| Symbol | Grade | Weight in AMAX | Weight in BDCZ | Overlap |
|---|
AMAX Underweight 23 Positions Relative to BDCZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARCC | A | -17.86% | |
| FSK | A | -11.43% | |
| MAIN | A | -5.85% | |
| PSEC | C | -5.48% | |
| TSLX | B | -4.71% | |
| GBDC | B | -4.5% | |
| GSBD | D | -4.48% | |
| HTGC | B | -4.42% | |
| NMFC | F | -3.68% | |
| OCSL | D | -3.54% | |
| TCPC | F | -2.36% | |
| CGBD | B | -2.28% | |
| BCSF | A | -2.09% | |
| SLRC | C | -2.05% | |
| NEWT | D | -1.96% | |
| CSWC | B | -1.82% | |
| BBDC | A | -1.72% | |
| GAIN | B | -1.69% | |
| TPVG | F | -1.57% | |
| PFLT | A | -1.45% | |
| PNNT | B | -1.4% | |
| FDUS | C | -1.28% | |
| GLAD | A | -1.22% |
AMAX: Top Represented Industries & Keywords
Industries:
Keywords:
ETF
Exchange Traded Fund
Exchange Traded Funds
Investment Management
Stock Market Index
Bloomberg Barclays Us Aggregate Bond Index
Bond
Bond Market
Brent Crude
Covered Call
Credit Suisse
Crude Oil
Debt Securities
ETN
Energy Economics
Exchange Traded Note
Forward Contract
Gold As An Investment
Gold Investments
Government Bonds
BDCZ: Top Represented Industries & Keywords
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