MSTB yields 0.44% · GBDC yields 11.86%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, MSTB + GBDC cover 0 of 12 months — good coverage
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The fund is an actively-managed ETF and seeks to achieve its objective principally by investing in instruments linked directly or indirectly to the performance and/or volatility of the S&P 500 Index based on quantitative analyses that seek to estimate the direction of the S&P 500. Under normal market conditions, the fund’s baseline exposure each day to the S&P 500 is approximately 100%, which the fund’s portfolio managers then adjust based on a quantitative method of analysis evaluating the movement of the VIX Index. The fund is non-diversified.
Full MSTB 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.