NTKI yields 0.58% · GBDC yields 11.86%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, NTKI + GBDC cover 0 of 12 months — good coverage
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The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective principally by investing in a portfolio of the stocks included in the Russell 2000 Index and an options collar on the Russell 2000. The Russell 2000 measures the performance of approximately 2,000 U.S. small capitalization companies. Under normal circumstances, at least 80% of the fund’s net assets will be invested in securities, or derivative instruments linked to securities, of companies that are included in the fund’s reference index. The fund is non-diversified.
Full NTKI 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.