AVMA vs. BDCZ ETF Comparison
Comparison of Avantis Moderate Allocation ETF (AVMA) to ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041 (BDCZ)
AVMA
Avantis Moderate Allocation ETF
AVMA Description
The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other Avantis ETFs (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity and fixed income securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index. The managers will allocate to the underlying funds across geographies and investment styles to achieve the desired allocation.
Grade (RS Rating)
Last Trade
$60.45
Average Daily Volume
3,628
13
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
$19.05
Average Daily Volume
1,839
23
Performance
| Period | AVMA | BDCZ |
|---|---|---|
| 30 Days | 2.27% | 1.03% |
| 60 Days | 1.73% | 2.61% |
| 90 Days | 2.89% | 4.24% |
| 12 Months | 19.95% | 14.51% |
0 Overlapping Holdings
| Symbol | Grade | Weight in AVMA | Weight in BDCZ | Overlap |
|---|
AVMA Underweight 23 Positions Relative to BDCZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARCC | A | -17.86% | |
| FSK | A | -11.43% | |
| MAIN | A | -5.85% | |
| PSEC | D | -5.48% | |
| TSLX | C | -4.71% | |
| GBDC | C | -4.5% | |
| GSBD | F | -4.48% | |
| HTGC | D | -4.42% | |
| NMFC | D | -3.68% | |
| OCSL | F | -3.54% | |
| TCPC | C | -2.36% | |
| CGBD | D | -2.28% | |
| BCSF | C | -2.09% | |
| SLRC | A | -2.05% | |
| NEWT | B | -1.96% | |
| CSWC | D | -1.82% | |
| BBDC | A | -1.72% | |
| GAIN | C | -1.69% | |
| TPVG | C | -1.57% | |
| PFLT | D | -1.45% | |
| PNNT | B | -1.4% | |
| FDUS | A | -1.28% | |
| GLAD | B | -1.22% |
AVMA: Top Represented Industries & Keywords
BDCZ: Top Represented Industries & Keywords
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