XVZ yields 5.21% · GBDC yields 11.85%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, XVZ + GBDC cover 0 of 12 months — good coverage
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The investment seeks to provide investors with exposure to the S&P 500 Dynamic VIX Futures⢠Total Return Index. The S&P 500 Dynamic VIX Futures⢠Total Return Index (the "index") is designed to dynamically allocate between the S&P 500 VIX Short-Term Futures⢠Index Excess Return and the S&P 500 VIX Mid-Term Futures⢠Index Excess Return by monitoring the steepness of the implied volatility curve. The index seeks to react positively to overall increases in market volatility and aims to lower the roll cost of investments linked to future implied volatility.
Full XVZ 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.