KBWR yields 2.49% · GBDC yields 11.85%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, KBWR + GBDC cover 0 of 12 months — good coverage
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The Invesco KBW Regional Banking ETF (Fund) is based on the KBW Nasdaq Regional Banking Index (Index). The Fund will normally invest at least 90% of its total assets in securities of publicly-traded US regional banking and thrift companies that comprise the Index. The Index is modified-market capitalization-weighted index that seeks to reflect the performance of such companies. The Index is compiled, maintained and calculated by Keefe, Bruyette & Woods, Inc. and Nasdaq Inc. and is composed of companies primarily engaged in US regional banking activities. The Fund and the Index are rebalanced and reconstituted quarterly.
Full KBWR 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.