FIVY yields 55.53% · GBDC yields 11.85%● Live data
📍 GBDC pulled ahead of the other in Year 6
Combined, FIVY + GBDC cover 0 of 12 months — good coverage
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The YieldMax Dorsey Wright Hybrid 5 Income ETF (FIVY) is an exchange-traded fund that seeks to generate current income through exposure to five YieldMax ETFs and their underlying equities selected by Nasdaq Dorsey Wright, an RIA well-known for its technical analysis research and momentum-based indexing. The fund is composed of YieldMax option income ETFs and the underlying securities of those ETFs. At each monthly rebalance, the fund includes five YieldMax ETFs and five corresponding underlying securities, based on Nasdaq Dorsey Wright’s proprietary momentum rating methodology. The portfolio is typically weighted 60% to YieldMax ETFs and 40% to their underlying securities, creating a hybrid mix of income-oriented strategies and direct equity exposure.
Full FIVY 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.