VLU yields 1.78% · GBDC yields 11.86%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, VLU + GBDC cover 0 of 12 months — good coverage
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The State Street SPDR S&P 1500 Value Tilt ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P1500 Low Valuation Tilt Index (the "Index"). The Index overweights stocks with relatively low valuations and underweights stocks with relatively high valuations. The Index contains stocks that exhibit the strongest value characteristics based on: price to book ratio, price to earnings ratio, price to cash flow ratio, price to sales ratio, and dividends paid.
Full VLU 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.