BDCX vs. MORT ETF Comparison
Comparison of ETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ETN (BDCX) to Market Vectors Mortgage REIT Income ETF (MORT)
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
$31.21
Average Daily Volume
1,257
23
MORT
Market Vectors Mortgage REIT Income ETF
MORT Description
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors® Global Mortgage REITs Index (the "Mortgage REITs Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Mortgage REITs Index is comprised of stocks of publicly traded U.S. mortgage REITs that derive at least 50% of their revenues (or, where applicable, have at least 50% of their assets) from mortgage-related activity. The fund is non-diversified.Grade (RS Rating)
Last Trade
$11.21
Average Daily Volume
305,685
16
Performance
| Period | BDCX | MORT |
|---|---|---|
| 30 Days | -1.99% | -2.62% |
| 60 Days | 2.22% | -5.94% |
| 90 Days | 5.03% | -0.88% |
| 12 Months | 17.33% | 6.35% |
0 Overlapping Holdings
| Symbol | Grade | Weight in BDCX | Weight in MORT | Overlap |
|---|
BDCX Overweight 23 Positions Relative to MORT
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARCC | A | 17.86% | |
| FSK | A | 11.43% | |
| MAIN | A | 5.85% | |
| PSEC | D | 5.48% | |
| TSLX | C | 4.71% | |
| GBDC | B | 4.5% | |
| GSBD | F | 4.48% | |
| HTGC | D | 4.42% | |
| NMFC | D | 3.68% | |
| OCSL | F | 3.54% | |
| TCPC | C | 2.36% | |
| CGBD | C | 2.28% | |
| BCSF | C | 2.09% | |
| SLRC | A | 2.05% | |
| NEWT | B | 1.96% | |
| CSWC | D | 1.82% | |
| BBDC | A | 1.72% | |
| GAIN | B | 1.69% | |
| TPVG | C | 1.57% | |
| PFLT | D | 1.45% | |
| PNNT | B | 1.4% | |
| FDUS | A | 1.28% | |
| GLAD | B | 1.22% |
BDCX: Top Represented Industries & Keywords
MORT: Top Represented Industries & Keywords
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