BDCX vs. UDI ETF Comparison
Comparison of ETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ETN (BDCX) to USCF Dividend Income Fund (UDI)
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
$31.65
Average Daily Volume
2,362
23
UDI
USCF Dividend Income Fund
UDI Description
USCF ESG Dividend Income Fund is an exchange traded fund launched and managed by USCF Advisers LLC. It is co-managed by Miller/Howard Investments, Inc. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. The fund does not invest in stocks of companies operating across tobacco, firearms, controversial weapons, human rights violations or environmental abuses sectors. USCF ESG Dividend Income Fund is domiciled in the United States.Grade (RS Rating)
Last Trade
$29.71
Average Daily Volume
2,102
33
Performance
| Period | BDCX | UDI |
|---|---|---|
| 30 Days | -0.14% | 0.02% |
| 60 Days | 3.09% | 3.23% |
| 90 Days | -5.67% | 10.35% |
| 12 Months | 22.20% | 29.46% |
0 Overlapping Holdings
| Symbol | Grade | Weight in BDCX | Weight in UDI | Overlap |
|---|
BDCX Overweight 23 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARCC | A | 17.86% | |
| FSK | A | 11.43% | |
| MAIN | B | 5.85% | |
| PSEC | C | 5.48% | |
| TSLX | D | 4.71% | |
| GBDC | B | 4.5% | |
| GSBD | D | 4.48% | |
| HTGC | C | 4.42% | |
| NMFC | F | 3.68% | |
| OCSL | D | 3.54% | |
| TCPC | F | 2.36% | |
| CGBD | B | 2.28% | |
| BCSF | B | 2.09% | |
| SLRC | D | 2.05% | |
| NEWT | D | 1.96% | |
| CSWC | C | 1.82% | |
| BBDC | D | 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% |
BDCX Underweight 33 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| KO | C | -4.53% | |
| JEF | A | -4.52% | |
| GILD | A | -4.38% | |
| JNJ | D | -4.36% | |
| ORI | B | -4.24% | |
| PAYX | A | -4.19% | |
| GS | C | -4.07% | |
| ABBV | A | -4.05% | |
| BK | C | -3.98% | |
| MDT | B | -3.77% | |
| JPM | D | -3.72% | |
| CSCO | A | -3.4% | |
| CMCSA | B | -3.27% | |
| IPG | C | -2.93% | |
| HST | D | -2.82% | |
| LAMR | C | -2.73% | |
| EWBC | D | -2.65% | |
| TXN | C | -2.25% | |
| CME | A | -2.24% | |
| MRK | F | -2.17% | |
| BAC | D | -2.16% | |
| ASB | F | -2.11% | |
| STAG | D | -1.97% | |
| CAG | D | -1.92% | |
| RHI | D | -1.88% | |
| MSM | D | -1.88% | |
| OMC | C | -1.78% | |
| PFE | D | -1.66% | |
| TGT | C | -1.53% | |
| SON | D | -1.53% | |
| RDN | D | -1.49% | |
| CPT | C | -1.4% | |
| MAA | C | -1.32% |
BDCX: Top Represented Industries & Keywords
UDI: Top Represented Industries & Keywords
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