SPQ vs. BDCZ ETF Comparison
Comparison of Simplify US Equity PLUS QIS ETF (SPQ) to ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041 (BDCZ)
SPQ
Simplify US Equity PLUS QIS ETF
SPQ Description
The fund invests at least 80% of its net assets in equity securities of U.S. entities. The advisor defines equity securities as common stock, preferred stock, and futures on common stock. Additionally, the advisor defines U.S. entities as those organized in the U.S.; having a class of securities whose principal securities market is in the U.S.; or deriving more than 50% of its total revenues or earnings from goods produced, sales made, or services provided in the U.S., or maintaining more than 50% of its employees, assets, investments, operations, or other business activity in the U.S.
Grade (RS Rating)
Last Trade
$28.09
Average Daily Volume
1,292
2
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
$19.26
Average Daily Volume
3,745
23
Performance
| Period | SPQ | BDCZ |
|---|---|---|
| 30 Days | -2.77% | 2.14% |
| 60 Days | -1.08% | 4.82% |
| 90 Days | 2.68% | 5.52% |
| 12 Months | 30.47% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SPQ | Weight in BDCZ | Overlap |
|---|
SPQ Underweight 23 Positions Relative to BDCZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARCC | B | -17.86% | |
| FSK | B | -11.43% | |
| MAIN | A | -5.85% | |
| PSEC | F | -5.48% | |
| TSLX | B | -4.71% | |
| GBDC | A | -4.5% | |
| GSBD | B | -4.48% | |
| HTGC | A | -4.42% | |
| NMFC | B | -3.68% | |
| OCSL | B | -3.54% | |
| TCPC | C | -2.36% | |
| CGBD | A | -2.28% | |
| BCSF | A | -2.09% | |
| SLRC | A | -2.05% | |
| NEWT | D | -1.96% | |
| CSWC | A | -1.82% | |
| BBDC | A | -1.72% | |
| GAIN | A | -1.69% | |
| TPVG | F | -1.57% | |
| PFLT | B | -1.45% | |
| PNNT | B | -1.4% | |
| FDUS | A | -1.28% | |
| GLAD | B | -1.22% |
SPQ: Top Represented Industries & Keywords
BDCZ: Top Represented Industries & Keywords
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