IEZ vs. BDCX ETF Comparison
Comparison of iShares U.S. Oil Equipment & Services ETF (IEZ) to ETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ETN (BDCX)
IEZ
iShares U.S. Oil Equipment & Services ETF
IEZ Description
The investment seeks to track the investment results of an index composed of U.S. equities in the oil equipment and services 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. Select Oil Equipment & Services Index (the "underlying index"), which measures the performance of the oil equipment and services sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$23.21
Average Daily Volume
158,209
31
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
$33.88
Average Daily Volume
3,606
23
Performance
| Period | IEZ | BDCX |
|---|---|---|
| 30 Days | 2.73% | 6.28% |
| 60 Days | 2.18% | 9.25% |
| 90 Days | 11.90% | 9.14% |
| 12 Months | 29.83% | 42.08% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IEZ | Weight in BDCX | Overlap |
|---|
IEZ Overweight 31 Positions Relative to BDCX
| Symbol | Grade | Weight | |
|---|---|---|---|
| SLB | F | 20.27% | |
| HAL | D | 17.39% | |
| FTI | C | 5.21% | |
| WFRD | C | 4.98% | |
| BKR | D | 4.77% | |
| NOV | D | 4.63% | |
| CHX | D | 4.58% | |
| TDW | C | 3.96% | |
| NE | D | 3.8% | |
| VAL | B | 3.37% | |
| RIG | D | 3.05% | |
| HP | F | 2.85% | |
| PTEN | F | 2.64% | |
| WHD | C | 2.51% | |
| LBRT | A | 2.5% | |
| AROC | B | 2.07% | |
| OII | C | 1.76% | |
| XPRO | C | 1.27% | |
| HLX | B | 1.2% | |
| DO | C | 1.05% | |
| AESI | B | 0.89% | |
| SLCA | C | 0.89% | |
| PUMP | C | 0.6% | |
| WTTR | A | 0.56% | |
| CLB | D | 0.56% | |
| VTOL | B | 0.51% | |
| NBR | F | 0.5% | |
| DRQ | F | 0.48% | |
| RES | F | 0.43% | |
| TTI | F | 0.34% | |
| BOOM | F | 0.19% |
IEZ Underweight 23 Positions Relative to BDCX
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARCC | B | -17.86% | |
| FSK | B | -11.43% | |
| MAIN | C | -5.85% | |
| PSEC | C | -5.48% | |
| TSLX | C | -4.71% | |
| GBDC | C | -4.5% | |
| GSBD | C | -4.48% | |
| HTGC | B | -4.42% | |
| NMFC | C | -3.68% | |
| OCSL | D | -3.54% | |
| TCPC | C | -2.36% | |
| CGBD | C | -2.28% | |
| BCSF | C | -2.09% | |
| SLRC | A | -2.05% | |
| NEWT | C | -1.96% | |
| CSWC | C | -1.82% | |
| BBDC | B | -1.72% | |
| GAIN | C | -1.69% | |
| TPVG | D | -1.57% | |
| PFLT | C | -1.45% | |
| PNNT | A | -1.4% | |
| FDUS | C | -1.28% | |
| GLAD | B | -1.22% |
IEZ: Top Represented Industries & Keywords
BDCX: Top Represented Industries & Keywords
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