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 40 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% | 57.61B | Dec 1998 | BDCZ vs XLF | |
| Fidelity MSCI Financials Index ETF | 0.08% | 2.23B | Oct 2013 | BDCZ vs FNCL | |
| Vanguard Financials ETF | 0.09% | 13.90B | Jan 2004 | BDCZ vs VFH | |
| Gabelli Financial Services Opportunities ETF | 0.10% | 50.20M | May 2022 | BDCZ vs GABF | |
| VanEck Financials TruSector ETF | 0.10% | 593.86K | Apr 2026 | BDCZ vs TRUF |
Best Risk-Adjusted Alternatives to BDCZ
BDCZ has a PortfoliosLab risk / return rank of 4. There are 35 ETFs in the Financials Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC Holdings plc ADRhedged ETF | 95 | 5.04M | Oct 2024 | BDCZ vs HSBH | |
| Themes Global Systemically Important Banks ETF | 90 | 48.36M | Dec 2023 | BDCZ vs GSIB | |
| iShares MSCI Europe Financials ETF | 74 | 4.20B | Jan 2010 | BDCZ vs EUFN | |
| Invesco S&P SmallCap Financials ETF | 67 | 27.49M | Apr 2010 | BDCZ vs PSCF | |
| Invesco KBW Bank ETF | 65 | 6.70B | Nov 2011 | BDCZ vs KBWB |
Top Performing BDCZ Alternatives (YTD)
BDCZ is at -6.58% YTD. There are 35 ETFs in the Financials Equities category with higher YTD returns, going as high as 38.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC Holdings plc ADRhedged ETF | 38.03% | 5.04M | Oct 2024 | BDCZ vs HSBH | |
| First Trust NASDAQ ABA Community Bank Index Fund | 23.18% | 93.23M | Jun 2009 | BDCZ vs QABA | |
| Themes Global Systemically Important Banks ETF | 22.66% | 48.36M | Dec 2023 | BDCZ vs GSIB | |
| Portfolio Building Block European Banks Index ETF | 21.81% | 438.81M | Nov 2025 | BDCZ vs PBEU | |
| SPDR S&P Regional Banking ETF | 18.73% | 4.62B | Jun 2006 | BDCZ vs KRE |
Lowest Volatility Alternatives to BDCZ
BDCZ has 22.56% 1-year volatility. There are 37 ETFs in the Financials Equities category with lower 1-year volatility, going as low as 11.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Financial Select Sector SPDR Premium ... | 11.88% | 7.51M | Jul 2025 | BDCZ vs XLFI | |
| iShares MSCI Kuwait ETF | 13.36% | 68.36M | Sep 2020 | BDCZ vs KWT | |
| VanEck Financials TruSector ETF | 13.53% | 593.86K | Apr 2026 | BDCZ vs TRUF | |
| iShares Global Financials ETF | 14.12% | 690.89M | Nov 2001 | BDCZ vs IXG | |
| iShares U.S. Financials ETF | 14.67% | 4.43B | May 2000 | BDCZ vs IYF |
Lowest Drawdown Alternatives to BDCZ
BDCZ has a 1-year max drawdown of -16.80%. There are 28 ETFs in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares U.S. Insurance ETF | -7.62% | 537.00M | May 2006 | BDCZ vs IAK | |
| Invesco KBW Property & Casualty Insurance ETF | -9.56% | 272.55M | Dec 2010 | BDCZ vs KBWP | |
| Invesco S&P SmallCap Financials ETF | -9.91% | 27.49M | Apr 2010 | BDCZ vs PSCF | |
| iShares Global Financials ETF | -11.33% | 690.89M | Nov 2001 | BDCZ vs IXG | |
| iShares MSCI Kuwait ETF | -11.54% | 68.36M | Sep 2020 | BDCZ vs KWT |
Other ETFs from UBS
The 10 most viewed UBS ETFs shown here include GLDI, SLVO, MLPR and span 10 categories. AUM among these funds goes as high as $392M.
Often Compared With BDCZ
Investors most often compare BDCZ with BIZD, MTCIX, PBDC. These 20 comparison targets span 14 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