IYK vs. BDCZ ETF Comparison
Comparison of iShares U.S. Consumer Goods ETF (IYK) to ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041 (BDCZ)
IYK
iShares U.S. Consumer Goods ETF
IYK Description
The investment seeks to track the investment results of an index composed of U.S. equities in the consumer goods sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Consumer Goods Index (the "underlying index"), which measures the performance of the consumer goods sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$65.68
Average Daily Volume
63,059
53
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
$20.11
Average Daily Volume
2,192
23
Performance
| Period | IYK | BDCZ |
|---|---|---|
| 30 Days | -1.52% | 1.14% |
| 60 Days | -0.77% | 2.73% |
| 90 Days | 0.72% | 6.24% |
| 12 Months | 0.84% | 25.14% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IYK | Weight in BDCZ | Overlap |
|---|
IYK Overweight 53 Positions Relative to BDCZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| PG | C | 17.7% | |
| KO | A | 11.26% | |
| PEP | D | 10.37% | |
| PM | B | 7.17% | |
| MDLZ | D | 4.1% | |
| MO | A | 3.72% | |
| CL | B | 3.7% | |
| MCK | B | 3.63% | |
| CVS | D | 3.38% | |
| KMB | B | 2.18% | |
| STZ | B | 1.92% | |
| COR | C | 1.78% | |
| CTVA | D | 1.76% | |
| MNST | D | 1.75% | |
| SYY | D | 1.68% | |
| GIS | D | 1.68% | |
| KVUE | F | 1.64% | |
| KDP | D | 1.51% | |
| KR | C | 1.5% | |
| ADM | C | 1.5% | |
| HSY | F | 1.28% | |
| KHC | D | 1.2% | |
| CHD | C | 1.18% | |
| MKC | C | 0.82% | |
| CLX | D | 0.78% | |
| TSN | D | 0.73% | |
| BG | B | 0.72% | |
| K | D | 0.7% | |
| CASY | B | 0.66% | |
| CAG | D | 0.63% | |
| USFD | C | 0.56% | |
| LW | F | 0.56% | |
| SJM | D | 0.52% | |
| PFGC | D | 0.48% | |
| WBA | F | 0.41% | |
| HRL | F | 0.41% | |
| TAP | F | 0.41% | |
| CPB | B | 0.4% | |
| ACI | F | 0.38% | |
| CELH | F | 0.38% | |
| INGR | D | 0.35% | |
| DAR | F | 0.27% | |
| FRPT | A | 0.26% | |
| POST | C | 0.24% | |
| FLO | D | 0.2% | |
| SAM | C | 0.13% | |
| SPB | D | 0.12% | |
| GO | D | 0.1% | |
| REYN | D | 0.07% | |
| PPC | B | 0.07% | |
| KLG | F | 0.05% | |
| SEB | F | 0.03% | |
| OLPX | F | 0.01% |
IYK 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 | A | -4.71% | |
| GBDC | C | -4.5% | |
| GSBD | A | -4.48% | |
| HTGC | A | -4.42% | |
| NMFC | C | -3.68% | |
| OCSL | D | -3.54% | |
| TCPC | B | -2.36% | |
| CGBD | B | -2.28% | |
| BCSF | A | -2.09% | |
| SLRC | B | -2.05% | |
| NEWT | D | -1.96% | |
| CSWC | A | -1.82% | |
| BBDC | A | -1.72% | |
| GAIN | B | -1.69% | |
| TPVG | F | -1.57% | |
| PFLT | B | -1.45% | |
| PNNT | A | -1.4% | |
| FDUS | C | -1.28% | |
| GLAD | A | -1.22% |
IYK: Top Represented Industries & Keywords
BDCZ: Top Represented Industries & Keywords
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