Home › Compare › VTCIX vs GBDC
VTCIX yields 1.01% · GBDC yields 11.85%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, VTCIX + GBDC cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of VTCIX + GBDC for your $10,000?
As part of Vanguard’s series of tax-managed investments, this fund offers investors exposure to the mid- and large-capitalization segments of the U.S. stock market. Its unique index-oriented approach attempts to track the benchmark, while minimizing taxable gains and dividend income by purchasing index securities that pay lower dividends. One of the fund’s risks is its exposure to the mid-cap segment of the stock market, which tends to be more volatile than the large-cap market. Investors in a higher tax bracket who have an investment time horizon of five years or longer and a high tolerance for risk may wish to consider this fund complementary to a well-balanced portfolio.Please note: It is possible that the fund will not meet its objective of being tax-efficient.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
Full VTCIX 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.