SeekingAlpha
Discover two securities, a BDC and a REIT, that could face dividend cuts by 2025. Learn how to avoid value traps in today's market.
SeekingAlpha
BIZD's portfolio is heavily weighted towards a few large BDCs, ignoring the solid performance of smaller ones. Read why BIZD ETF is a hold.
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How does Golub Capital compare to other BDCs? Read more about how this company measures up vs. 11 other peers.
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The Moment Of Truth For BDC Dividend Investors Is Close
SeekingAlpha
Goldman Sachs BDC stock is in a long-term downtrend, trading near all-time lows. Click here to see why GSBD stock is a Hold.
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BDCs stayed flat as TCPC underperformed, while JPMorgan's direct lending initiative may increase competition. Read why market vulnerability remains a concern.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
NMFC | 56.54% | - | - | 12.04% |
FSK | 50.40% | - | - | 12.56% |
GLAD | 48.06% | - | - | 7.54% |
BCSF | 47.15% | $1.08B | +6.68% | 12.56% |
GBDC | 45.72% | - | - | 10.39% |
CSWC | 45.26% | $1.12B | -7.41% | 10.39% |
FDUS | 44.86% | - | - | 8.45% |
SLRC | 44.66% | - | - | 9.66% |
ECPG | 44.40% | $817.59M | -27.32% | 0.00% |
GSBD | 43.83% | $1.53B | - | 14.74% |
BBDC | 43.81% | - | - | 10.87% |
PNNT | 43.37% | - | - | 13.22% |
WPP | 43.07% | $8.79B | -11.43% | 6.24% |
MFIC | 42.95% | - | - | 11.75% |
RWAY | 42.08% | $399.62M | -10.27% | 11.35% |
IOSP | 41.97% | $2.46B | -22.88% | 1.58% |
HTGC | 41.80% | - | - | 8.80% |
MAIN | 41.50% | $5.12B | +28.14% | 5.09% |
GEF | 41.45% | $3.27B | -14.50% | 3.85% |
ARCC | 41.28% | $15.07B | - | 8.88% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
FLGV | -0.10% | $959.96M | 0.09% |
MMIT | 0.10% | $829.40M | 0.3% |
SCHO | 0.12% | $10.55B | 0.03% |
YOLO | -0.16% | $24.87M | 1.03% |
UNG | 0.18% | $456.14M | 1.06% |
TLH | -0.22% | $10.26B | 0.15% |
JUCY | 0.24% | $305.26M | 0.6% |
TYA | 0.26% | $123.57M | 0.15% |
FLDR | -0.27% | $761.24M | 0.15% |
UTEN | 0.38% | $179.76M | 0.15% |
JPLD | -0.40% | $1.13B | 0.24% |
SPTS | 0.41% | $5.96B | 0.03% |
TBLL | 0.43% | $2.05B | 0.08% |
SCHR | 0.45% | $10.41B | 0.03% |
CGSM | 0.46% | $627.01M | 0.25% |
SCMB | 0.49% | $552.92M | 0.03% |
LGOV | -0.50% | $664.14M | 0.67% |
SPSK | -0.50% | $293.42M | 0.5% |
VTEB | -0.51% | $35.77B | 0.03% |
PWZ | 0.55% | $712.47M | 0.28% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
FMX | -0.02% | $20.31B | -24.36% | 5.10% |
SNDL | 0.05% | $416.84M | +9.03% | 0.00% |
NTGR | 0.06% | $698.34M | +56.06% | 0.00% |
LFVN | -0.06% | $204.34M | +134.92% | 0.99% |
IRBT | 0.06% | $96.79M | -62.38% | 0.00% |
GL | -0.09% | $10.78B | +11.02% | 0.75% |
BMY | 0.12% | $122.61B | +17.12% | 4.02% |
MVO | -0.13% | $74.75M | -37.38% | 20.78% |
UGP | 0.15% | $3.46B | -44.06% | 3.92% |
AZN | -0.16% | $237.31B | +15.61% | 2.05% |
GRND | -0.20% | $3.54B | +67.03% | 0.00% |
HCI | 0.20% | $1.48B | +18.34% | 1.17% |
JNPR | -0.20% | $12.05B | -2.11% | 2.44% |
NVS | -0.21% | $223.60B | +17.83% | 3.42% |
VRN | -0.21% | $4.06B | -16.39% | 5.00% |
BVN | -0.23% | $3.94B | -9.23% | 0.00% |
GILT | 0.23% | $382.01M | +20.29% | 0.00% |
SWI | 0.23% | $3.15B | +56.34% | 0.00% |
RUN | -0.24% | $1.52B | -42.94% | 0.00% |
EQNR | -0.25% | $69.24B | +0.07% | 5.45% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.88% | $22.97B | +19.12% | 1.11% |
MEG | -19.21% | $510.63M | -62.28% | 0.00% |
EXEL | -11.24% | $10.41B | +55.43% | 0.00% |
PSTL | -9.36% | $332.77M | -0.56% | 6.85% |
ABEV | -9.16% | $36.96B | -5.62% | 4.64% |
CRON | -8.36% | $696.21M | -23.85% | 0.00% |
SOL | -8.13% | $90.19M | -12.76% | 0.00% |
FTNT | -8.12% | $75.71B | +43.58% | 0.00% |
EXAS | -8.02% | $8.23B | -28.58% | 0.00% |
ROOT | -7.99% | $2.32B | +194.84% | 0.00% |
MDLZ | -7.90% | $82.72B | -11.44% | 2.80% |
LNTH | -7.87% | $6.77B | +68.34% | 0.00% |
XNET | -7.48% | $311.65M | +242.57% | 0.00% |
PRPO | -6.93% | $10.06M | +12.68% | 0.00% |
INSP | -6.29% | $4.83B | -16.64% | 0.00% |
PG | -5.90% | $392.88B | +3.52% | 2.40% |
HUSA | -5.56% | $16.94M | -20.59% | 0.00% |
VSTA | -5.53% | $279.00M | -11.45% | 0.00% |
SMG | -5.49% | $3.41B | -18.55% | 4.53% |
K | -5.23% | $28.42B | +46.73% | 2.76% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
BIZD | 52.86% | $1.51B | 13.33% |
VPC | 52.65% | $65.06M | 9.72% |
PBDC | 52.08% | $191.02M | 13.94% |
KBWD | 51.80% | $421.01M | 4.93% |
ETH | 43.16% | $1.29B | 0% |
EZET | 43.03% | $23.96M | 0% |
ETHV | 42.87% | $96.10M | 0% |
RSPA | 42.50% | $280.76M | 0% |
XSLV | 42.41% | $280.74M | 0.25% |
CPRJ | 42.20% | $48.98M | 0.69% |
VIOV | 42.20% | $1.24B | 0.1% |
SLYV | 42.19% | $3.83B | 0.15% |
IJS | 42.18% | $6.56B | 0.18% |
DES | 42.00% | $1.90B | 0.38% |
FNDA | 41.92% | $9.07B | 0.25% |
RZV | 41.86% | $204.72M | 0.35% |
IFRA | 41.65% | $2.23B | 0.3% |
DFSV | 41.57% | $4.22B | 0.31% |
DFAT | 41.52% | $10.32B | 0.28% |
VBR | 41.39% | $29.78B | 0.07% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
TAIL | -27.02% | $83.83M | 0.59% |
VIXY | -26.91% | $195.31M | 0.85% |
BTAL | -24.06% | $392.24M | 1.43% |
IBMO | -11.29% | $505.91M | 0.18% |
USO | -8.89% | $891.33M | 0.6% |
DBE | -8.69% | $54.72M | 0.77% |
UGA | -8.56% | $85.26M | 0.97% |
BNO | -7.99% | $90.64M | 1% |
FMHI | -7.81% | $781.57M | 0.7% |
KMLM | -7.71% | $227.79M | 0.9% |
DBO | -7.66% | $190.57M | 0.77% |
BSSX | -6.96% | $73.86M | 0.18% |
FTSD | -6.72% | $217.75M | 0.25% |
COMT | -6.67% | $671.56M | 0.48% |
USL | -6.58% | $45.36M | 0.85% |
OILK | -6.58% | $64.75M | 0.69% |
CTA | -6.49% | $927.03M | 0.76% |
SMMU | -6.26% | $681.00M | 0.35% |
ULST | -6.18% | $584.04M | 0.2% |
CGMU | -5.42% | $2.97B | 0.27% |
Current Value
$7.701 Year Return
Current Value
$7.701 Year Return