BDCX vs. FDM ETF Comparison
Comparison of ETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ETN (BDCX) to First Trust DJ Select MicroCap ETF (FDM)
BDCX
ETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ETN
BDCX Description
The investment seeks to provide 1.5 times leveraged long exposure to the compounded quarterly performance of the Wells Fargo Business Development Company Index, reduced by the Accrued Fees. The index is intended to measure the performance of all business development companies listed on the New York Stock Exchange, NYSE AMEX or The Nasdaq Stock Market, Inc. that satisfy specified market capitalization and other eligibility requirements. It is a proprietary index of Wells Fargo Securities, LLC.
Grade (RS Rating)
Last Trade
$30.30
Average Daily Volume
1,232
23
FDM
First Trust DJ Select MicroCap ETF
FDM Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Dow Jones Select MicroCap Index(SM) (the "index"). The fund will normally invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in common stocks of U.S. micro-capitalization companies which are publicly traded in the United States. The index is comprised of selected U.S. micro-capitalization companies chosen from all common stocks traded on the NewYork Stock Exchange, the NYSE MKT and NASDAQ(R) with limited partnerships excluded.Grade (RS Rating)
Last Trade
$64.64
Average Daily Volume
11,530
131
Performance
Period | BDCX | FDM |
---|---|---|
30 Days | -0.43% | 2.29% |
60 Days | -0.57% | 0.84% |
90 Days | 2.65% | 4.37% |
12 Months | 17.53% | 23.59% |
1 Overlapping Holdings
Symbol | Grade | Weight in BDCX | Weight in FDM | Overlap | |
---|---|---|---|---|---|
NEWT | B | 1.96% | 0.6% | 0.6% |
BDCX Overweight 22 Positions Relative to FDM
Symbol | Grade | Weight | |
---|---|---|---|
ARCC | B | 17.86% | |
FSK | B | 11.43% | |
MAIN | B | 5.85% | |
PSEC | D | 5.48% | |
TSLX | D | 4.71% | |
GBDC | C | 4.5% | |
GSBD | F | 4.48% | |
HTGC | C | 4.42% | |
NMFC | F | 3.68% | |
OCSL | D | 3.54% | |
TCPC | F | 2.36% | |
CGBD | C | 2.28% | |
BCSF | A | 2.09% | |
SLRC | B | 2.05% | |
CSWC | D | 1.82% | |
BBDC | D | 1.72% | |
GAIN | B | 1.69% | |
TPVG | F | 1.57% | |
PFLT | C | 1.45% | |
PNNT | C | 1.4% | |
FDUS | C | 1.28% | |
GLAD | B | 1.22% |
BDCX Underweight 130 Positions Relative to FDM
Symbol | Grade | Weight | |
---|---|---|---|
LEU | A | -2.74% | |
BJRI | B | -1.6% | |
TPB | A | -1.53% | |
LMB | B | -1.49% | |
GLDD | B | -1.43% | |
MLR | A | -1.43% | |
HAYN | A | -1.42% | |
ASIX | C | -1.41% | |
VMEO | C | -1.41% | |
PTLO | A | -1.38% | |
ASTE | C | -1.37% | |
CPF | C | -1.34% | |
SPTN | D | -1.32% | |
IBCP | D | -1.3% | |
RGR | F | -1.27% | |
ETD | F | -1.23% | |
KELYA | D | -1.22% | |
WLDN | B | -1.15% | |
HCKT | D | -1.14% | |
EZPW | B | -1.12% | |
NBN | A | -1.11% | |
SWBI | D | -1.09% | |
SMBC | B | -1.06% | |
EGY | F | -1.03% | |
WLFC | B | -1.0% | |
MCB | B | -1.0% | |
PLOW | F | -0.99% | |
IMXI | F | -0.99% | |
DAKT | C | -0.97% | |
UVE | C | -0.96% | |
MPB | B | -0.93% | |
SNCY | A | -0.92% | |
ARKO | C | -0.9% | |
CCBG | A | -0.89% | |
LQDT | D | -0.89% | |
KE | C | -0.84% | |
FC | D | -0.83% | |
SHBI | B | -0.82% | |
NWPX | A | -0.82% | |
ESQ | A | -0.81% | |
MOFG | C | -0.8% | |
LXU | B | -0.8% | |
ANET | B | -0.8% | |
DHIL | D | -0.79% | |
LYTS | A | -0.79% | |
TTI | C | -0.79% | |
TIPT | A | -0.78% | |
AROW | A | -0.78% | |
CMPO | B | -0.78% | |
CSV | A | -0.77% | |
EE | A | -0.75% | |
TRDA | A | -0.74% | |
WRLD | D | -0.72% | |
CCSI | B | -0.72% | |
LINC | A | -0.72% | |
USAP | A | -0.71% | |
FISI | D | -0.7% | |
RMR | D | -0.7% | |
NPK | F | -0.7% | |
CCRN | F | -0.69% | |
NRIM | D | -0.68% | |
BSRR | D | -0.68% | |
KODK | F | -0.66% | |
SD | F | -0.66% | |
CWCO | F | -0.66% | |
PLPC | A | -0.66% | |
ODC | C | -0.65% | |
NECB | B | -0.65% | |
TCMD | A | -0.65% | |
OPY | A | -0.64% | |
ITIC | B | -0.64% | |
GLRE | C | -0.64% | |
LGTY | B | -0.63% | |
FMAO | A | -0.63% | |
CRCT | B | -0.62% | |
HNRG | B | -0.61% | |
CENT | D | -0.6% | |
HVT | F | -0.59% | |
ARTNA | F | -0.58% | |
DCGO | B | -0.57% | |
LOCO | D | -0.56% | |
MOV | F | -0.56% | |
ACIC | A | -0.55% | |
VPG | F | -0.54% | |
LEGH | C | -0.53% | |
NGVC | B | -0.53% | |
INBK | C | -0.53% | |
SIGA | D | -0.53% | |
SENEA | A | -0.52% | |
RM | D | -0.5% | |
REPX | F | -0.46% | |
AMPY | F | -0.46% | |
JRVR | F | -0.44% | |
PKOH | D | -0.44% | |
AVNW | F | -0.43% | |
HRTG | D | -0.43% | |
MCFT | D | -0.42% | |
MITT | D | -0.4% | |
TASK | B | -0.39% | |
RCKY | F | -0.38% | |
FLXS | A | -0.38% | |
FSTR | F | -0.37% | |
LSEA | F | -0.36% | |
PWOD | A | -0.36% | |
NGS | F | -0.35% | |
EML | C | -0.34% | |
KRT | C | -0.34% | |
VLGEA | D | -0.34% | |
HBB | C | -0.34% | |
JILL | F | -0.33% | |
REI | F | -0.32% | |
ACTG | D | -0.32% | |
SGC | B | -0.32% | |
EARN | D | -0.31% | |
NATR | D | -0.29% | |
FF | B | -0.29% | |
TAYD | C | -0.28% | |
LAKE | F | -0.25% | |
BBCP | D | -0.25% | |
LWAY | B | -0.25% | |
ACU | F | -0.24% | |
VIRC | D | -0.24% | |
PEBK | D | -0.23% | |
ESOA | A | -0.23% | |
TWIN | D | -0.23% | |
BTMD | D | -0.21% | |
FEIM | C | -0.2% | |
INTT | C | -0.17% | |
CSPI | F | -0.14% | |
KEQU | D | -0.12% |
BDCX: Top Represented Industries & Keywords
FDM: Top Represented Industries & Keywords