EVSD vs. BDCZ ETF Comparison
Comparison of Eaton Vance Short Duration Income ETF (EVSD) to ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041 (BDCZ)
EVSD
Eaton Vance Short Duration Income ETF
EVSD Description
Under normal circumstances, the fund seeks to achieve its investment objective by primarily investing in a diversified portfolio of U.S. dollar-denominated fixed income securities of varying maturities consistent with ordinarily seeking to maintain an average duration of approximately three years or less. The fund invests primarily in U.S. government securities, corporate bonds and mortgage- and asset-backed securities.
Grade (RS Rating)
Last Trade
$50.36
Average Daily Volume
13,759
1
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
$18.48
Average Daily Volume
3,114
23
Performance
Period | EVSD | BDCZ |
---|---|---|
30 Days | -0.82% | -0.13% |
60 Days | 0.44% | -0.01% |
90 Days | 0.80% | 2.21% |
12 Months | 13.96% |
0 Overlapping Holdings
Symbol | Grade | Weight in EVSD | Weight in BDCZ | Overlap |
---|
EVSD Overweight 1 Positions Relative to BDCZ
Symbol | Grade | Weight | |
---|---|---|---|
EVLN | A | 2.38% |
EVSD Underweight 23 Positions Relative to BDCZ
Symbol | Grade | Weight | |
---|---|---|---|
ARCC | B | -17.86% | |
FSK | B | -11.43% | |
MAIN | B | -5.85% | |
PSEC | D | -5.48% | |
TSLX | D | -4.71% | |
GBDC | C | -4.5% | |
GSBD | F | -4.48% | |
HTGC | C | -4.42% | |
NMFC | F | -3.68% | |
OCSL | D | -3.54% | |
TCPC | F | -2.36% | |
CGBD | C | -2.28% | |
BCSF | A | -2.09% | |
SLRC | B | -2.05% | |
NEWT | B | -1.96% | |
CSWC | D | -1.82% | |
BBDC | D | -1.72% | |
GAIN | B | -1.69% | |
TPVG | F | -1.57% | |
PFLT | C | -1.45% | |
PNNT | C | -1.4% | |
FDUS | C | -1.28% | |
GLAD | B | -1.22% |
EVSD: Top Represented Industries & Keywords
BDCZ: Top Represented Industries & Keywords