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BDCZ
-1.48 · -8.87%
$15.16 · NYSE ARCA

UBS AG London Branch ELKS 4 (BDCZ) ETF Analysis | Financial

UBS · USA
AUM:$11.4M
#– of – in Financial 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

BDCZ returned -4.6% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is BDCZ?

The ETRACS Wells Fargo® Business Development Company Index ETN Series B due April 26, 2041 are senior unsecured debt securities issued by UBS AG. 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.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Negative 12-Month Return
BDCZ returned -4.6% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 0.85% 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$11.4M
Expense Ratio0.85%
Dividend Yield11.88%
Holdings25
Inception DateOct 2015
Domicile–
Distribution–
Index–
ProviderUBS
Beta0.37
CategoryFinancial
CurrencyUSD
Portfolio Impact

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.6%
1Y
-10.4%
3Y
+9.3%
5Y
+22.3%
OpenBook InsightIf you had invested £10,000 in BDCZ 5 years ago, it would have grown to £12,230 — a gain of £2,230.

Annual Returns

Calendar year performance

BDCZ delivered positive returns in 2 of the last 5 calendar years.
YearBDCZ
2026 YTD-6.4%
2025-4.7%
2024+12.1%
2023+24.2%
2022-7.7%
CAGR 4yr+5.2%
2/5 positive yearsAvg return: +3.5%Worst year: -7.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
20.3%
Moderate
Momentum
+6.4%
30-day change
Support Level
14.80
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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