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BDCX
-3.57 · -14.76%
$20.63 · NYSE ARCA
AUM:$7.3M
#– of – in Trading--Leveraged Equity ETFs
Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Down 9.4% over the past year, indicating modest price weakness.Cost Efficiency
Ongoing charge of 95.00% — above average for this category.What is BDCX?
The index is intended to measure the performance of all business development companies listed on the New York Stock Exchange ("NYSE"), NYSE AMEX or The Nasdaq Stock Market, Inc. ("NASDAQ") that satisfy specified market capitalization and other eligibility requirements.
Performance Highlights
Returns (%)
Cost & Yield (%)
Investment Breakdown
Negative 12-Month Return
BDCX returned -9.4% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 95.00% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 71.2% of the ETF — significant weight in a small number of names.
ETF Information
AUM$7.3M
Expense Ratio95.00%
Dividend Yield22.25%
Holdings25
Inception DateJun 2020
Domicile–
Distribution–
Index–
ProviderUBS
Beta0.68
CategoryTrading--Leveraged Equity
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified