BDCX vs. OSCV ETF Comparison
Comparison of ETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ETN (BDCX) to Opus Small Cap Value Plus ETF (OSCV)
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
$33.25
Average Daily Volume
3,863
23
OSCV
Opus Small Cap Value Plus ETF
OSCV Description
The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").Grade (RS Rating)
Last Trade
$34.27
Average Daily Volume
56,403
70
Performance
| Period | BDCX | OSCV |
|---|---|---|
| 30 Days | 3.40% | -4.18% |
| 60 Days | 6.79% | 0.33% |
| 90 Days | 4.79% | 3.57% |
| 12 Months | 40.47% | 13.62% |
0 Overlapping Holdings
| Symbol | Grade | Weight in BDCX | Weight in OSCV | Overlap |
|---|
BDCX Overweight 23 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARCC | A | 17.86% | |
| FSK | A | 11.43% | |
| MAIN | A | 5.85% | |
| PSEC | D | 5.48% | |
| TSLX | A | 4.71% | |
| GBDC | A | 4.5% | |
| GSBD | A | 4.48% | |
| HTGC | A | 4.42% | |
| NMFC | B | 3.68% | |
| OCSL | A | 3.54% | |
| TCPC | D | 2.36% | |
| CGBD | A | 2.28% | |
| BCSF | A | 2.09% | |
| SLRC | A | 2.05% | |
| NEWT | D | 1.96% | |
| CSWC | A | 1.82% | |
| BBDC | B | 1.72% | |
| GAIN | A | 1.69% | |
| TPVG | D | 1.57% | |
| PFLT | A | 1.45% | |
| PNNT | A | 1.4% | |
| FDUS | A | 1.28% | |
| GLAD | A | 1.22% |
BDCX Underweight 70 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | D | -2.85% | |
| CHE | D | -2.54% | |
| LECO | D | -2.46% | |
| CASY | A | -2.38% | |
| VVV | C | -2.31% | |
| CHRD | A | -2.26% | |
| KBH | C | -2.26% | |
| TXRH | A | -2.23% | |
| TTEK | A | -2.2% | |
| NOG | A | -2.19% | |
| OC | A | -1.9% | |
| KAI | D | -1.85% | |
| UFPI | C | -1.81% | |
| ICFI | C | -1.77% | |
| THG | D | -1.76% | |
| FIX | B | -1.74% | |
| PRI | D | -1.7% | |
| CODI | D | -1.62% | |
| ACA | C | -1.6% | |
| EHC | A | -1.56% | |
| KFRC | C | -1.51% | |
| HP | B | -1.49% | |
| OTTR | C | -1.45% | |
| GNTX | C | -1.44% | |
| EGP | F | -1.42% | |
| CW | A | -1.42% | |
| ATR | B | -1.35% | |
| MUSA | A | -1.35% | |
| SPNS | A | -1.33% | |
| GGG | D | -1.26% | |
| SBCF | D | -1.24% | |
| CWT | C | -1.21% | |
| LKFN | D | -1.21% | |
| EFSC | D | -1.21% | |
| BYD | F | -1.2% | |
| POOL | C | -1.19% | |
| EPRT | A | -1.18% | |
| CIVI | A | -1.15% | |
| LSTR | D | -1.13% | |
| ASH | A | -1.11% | |
| GPK | A | -1.1% | |
| HCKT | D | -1.08% | |
| GABC | D | -1.06% | |
| HOMB | A | -1.05% | |
| SYBT | B | -1.04% | |
| OSBC | B | -1.03% | |
| EVTC | C | -1.02% | |
| NJR | A | -1.02% | |
| WTBA | D | -0.99% | |
| TRNO | F | -0.97% | |
| CPA | D | -0.97% | |
| KRP | A | -0.97% | |
| LADR | B | -0.95% | |
| SCI | C | -0.94% | |
| AMH | B | -0.92% | |
| BRKR | D | -0.91% | |
| MSM | D | -0.88% | |
| KMPR | D | -0.87% | |
| DOX | D | -0.82% | |
| RICK | F | -0.82% | |
| ADC | B | -0.78% | |
| HIFS | B | -0.76% | |
| FELE | B | -0.75% | |
| APLE | D | -0.73% | |
| VAC | B | -0.71% | |
| NSA | D | -0.69% | |
| WASH | C | -0.68% | |
| FCPT | C | -0.61% | |
| AUDC | C | -0.44% | |
| CHCT | C | -0.4% |
BDCX: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
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