ETRACS MVIS Business Development Companies Index ETN (BDCZ) belongs to the Financials Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with BDCZ. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BDCZ
BDCZ charges 0.85% annually. There are 38 ETFs in the Financials Equities category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Financial Select Sector SPDR ETF | 0.08% | 49.47B | Dec 1998 | BDCZ vs XLF | |
| Fidelity MSCI Financials Index ETF | 0.08% | 2.21B | Oct 2013 | BDCZ vs FNCL | |
| Vanguard Financials ETF | 0.10% | 13.70B | Jan 2004 | BDCZ vs VFH | |
| Gabelli Financial Services Opportunities ETF | 0.10% | 50.20M | May 2022 | BDCZ vs GABF | |
| Portfolio Building Block European Banks Index ETF | 0.13% | 22.30M | Nov 2025 | BDCZ vs PBEU |
Best Risk-Adjusted Alternatives to BDCZ
BDCZ has a PortfoliosLab risk / return rank of 4. There are 28 ETFs in the Financials Equities category with higher risk-adjusted ranks, going as high as 68.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Themes Global Systemically Important Banks ETF | 68 | 26.29M | Dec 2023 | BDCZ vs GSIB | |
| Invesco KBW Bank ETF | 45 | 5.32B | Nov 2011 | BDCZ vs KBWB | |
| Invesco Bloomberg Financial Data Providers ETF | 33 | 51.11M | Nov 2011 | BDCZ vs FDIQ | |
| iShares MSCI Europe Financials ETF | 32 | 3.64B | Jan 2010 | BDCZ vs EUFN | |
| First Trust Nasdaq Bank ETF | 30 | 286.76M | Sep 2016 | BDCZ vs FTXO |
Top Performing BDCZ Alternatives (YTD)
BDCZ is at -7.98% YTD. There are 29 ETFs in the Financials Equities category with higher YTD returns, going as high as 9.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Themes Global Systemically Important Banks ETF | 9.75% | 26.29M | Dec 2023 | BDCZ vs GSIB | |
| Invesco Bloomberg Financial Data Providers ETF | 9.72% | 51.11M | Nov 2011 | BDCZ vs FDIQ | |
| First Trust NASDAQ ABA Community Bank Index Fund | 8.16% | 77.97M | Jun 2009 | BDCZ vs QABA | |
| Portfolio Building Block European Banks Index ETF | 6.67% | 22.30M | Nov 2025 | BDCZ vs PBEU | |
| SPDR S&P Regional Banking ETF | 5.35% | 3.91B | Jun 2006 | BDCZ vs KRE |
Lowest Volatility Alternatives to BDCZ
BDCZ has 20.42% 1-year volatility. There are 30 ETFs in the Financials Equities category with lower 1-year volatility, going as low as 7.78%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverNorth Enhanced Pre-Merger SPAC ETF | 7.78% | 6.34M | Jul 2022 | BDCZ vs SPCZ | |
| iShares Global Financials ETF | 13.67% | 542.62M | Nov 2001 | BDCZ vs IXG | |
| iShares MSCI Kuwait ETF | 13.84% | 70.21M | Sep 2020 | BDCZ vs KWT | |
| iShares U.S. Financials ETF | 14.34% | 3.50B | May 2000 | BDCZ vs IYF | |
| State Street Financial Select Sector SPDR ETF | 14.41% | 49.47B | Dec 1998 | BDCZ vs XLF |
Lowest Drawdown Alternatives to BDCZ
BDCZ has a 1-year max drawdown of -19.95%. There are 29 ETFs in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -3.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverNorth Enhanced Pre-Merger SPAC ETF | -3.82% | 6.34M | Jul 2022 | BDCZ vs SPCZ | |
| iShares U.S. Insurance ETF | -7.62% | 359.47M | May 2006 | BDCZ vs IAK | |
| Invesco KBW Property & Casualty Insurance ETF | -9.56% | 242.19M | Dec 2010 | BDCZ vs KBWP | |
| Invesco S&P SmallCap Financials ETF | -9.91% | 24.48M | Apr 2010 | BDCZ vs PSCF | |
| Invesco Bloomberg Financial Data Providers ETF | -11.13% | 51.11M | Nov 2011 | BDCZ vs FDIQ |
Other ETFs from UBS
The 10 most viewed UBS ETFs shown here include SLVO, MLPR, HDLB and span 7 categories. AUM among these funds goes as high as $383M.
Often Compared With BDCZ
Investors most often compare BDCZ with BIZD, MTCIX, PBDC. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare BDCZ with Any Fund or Stock
Compare BDCZ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BDCZ with funds that move differently
ETRACS MVIS Business Development Companies Index ETN alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BDCZ.
Explore BDCZ Diversifiers