DWUS yields 0.03% · GBDC yields 11.86%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, DWUS + GBDC cover 0 of 12 months — good coverage
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Alpha-Seeking Complement to Broad Based Exposure – Broad based indexes, by their nature, have the good and the bad, the strong and the weak. DWUS seeks to add alpha using Dorsey Wright’s historically successful trend following process and investment modeling that looks to identify the strongest U.S. large cap equity investments from the weaker performers. Active Management Advantage – Many ETFs passively invest owning all the stocks represented in their benchmark index, including those with less than attractive investing attributes. DWUS’s investment process regularly and systematically screens its investment universe for domestic large cap equity asset classes to include or remove from its highly tactical, active portfolio. U.S. Core Equity Rotation – Investment styles rotate in and out of season. Owning or even avoiding certain large cap investing styles – equal weight, cap-weight, growth, value, low volatility, momentum– is an important determinant of domestic core equity success. By investing in the highest-ranked funds in its investment universe , DWUS seeks to capture the growth of those large cap U.S. equity styles demonstrating the strongest relative strength while avoiding the weakest. Systematic Defense – Because we believe avoiding severe losses helps to preserve capital and can contribute to good performance over time, DWUS uses a rules-based approach to tactically add cash or short-term fixed income exposure to the portfolio when a defense indicator is triggered. The temporary defensive position is to try to shield the portfolio from certain catastrophic market types.
Full DWUS Calculator →Golub Capital BDC, Inc. (GBDC) is a business development company and operates as an externally managed closed-end non-diversified management investment company. It invests in debt and minority equity investments in middle-market companies that are, in most cases, sponsored by private equity investors. It typically invests in diversified consumer services, automobiles, healthcare technology, insurance, health care equipment and supplies, hotels, restaurants and leisure, healthcare providers and services, IT services and specialty retails. It seeks to invest in the United States. It primarily invests in first lien traditional senior debt, first lien one stop, junior debt and equity, senior secured, one stop, unitranche, second lien, subordinated and mezzanine loans of middle-market companies, and warrants.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.