QVMT yields 2.32% · GBDC yields 11.86%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, QVMT + GBDC cover 0 of 12 months — good coverage
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SPVU provides an aggressive value take on the S&P 500. It holds 100 securities from the S&P 500 that have the highest value scores, which are calculated based on book-to-price ratio, earnings-to-price ratio, and sales-to-price ratio. Selected stocks are weighted by their value scores, scaled by market capitalization. The resulting portfolio exhibits major sector biases, and tends to tilt toward smaller firms. SPVUs top quintile approach is almost guaranteed to make bold bets since it excludes stocks near the middle of the style spectrum. The index is reconstituted and rebalanced semi-annually.
Full QVMT 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.