Overview Performance Dividends Metrics Financials ETFs Industry Correlations

50 Stock and 50 ETF Carlyle Secured Lending (CGBD) alternatives

The most close Carlyle Secured Lending (CGBD) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.9425.

Stocks that highly correlated with CGBD

Symbol	Name	Market cap	Sector	Industry	Correlation
NMFC	New Mountain Finance Corp	$769M	Financial Services	Asset Management	0.88
ARCC	Ares Capital Corp	$14B	Financial Services	Asset Management	0.86
PFLT	PennantPark Floating Rate Capital Ltd	$814M	Financial Services	Asset Management	0.86
ADAMM	Adamas Trust Inc	$2.28B	Real Estate	Reit - Mortgage	0.85
MFIC	MidCap Financial Investment Corporation	$922M	Financial Services	Asset Management	0.85
TCPC	BlackRock TCP Capital Corp	$315M	Financial Services	Asset Management	0.83
BCSF	Bain Capital Specialty Finance Inc	$869M	Financial Services	Asset Management	0.83
RITM	Rithm Capital Corporation	$5.19B	Real Estate	Reit - Mortgage	0.83
LADR	Ladder Capital Corp - Class A	$1.28B	Real Estate	Reit - Mortgage	0.82
MAIN	Main Street Capital Corporation	$4.72B	Financial Services	Asset Management	0.82
ADAMN	Adamas Trust Inc	$2.11B	Real Estate	Reit - Mortgage	0.82
OSW	OneSpaWorld Holdings Ltd	$2.49B	Consumer Cyclical	Leisure	0.81
HTGC	Hercules Capital Inc	$2.90B	Financial Services	Asset Management	0.81
FDUS	Fidus Investment Corp	$718M	Financial Services	Asset Management	0.80
STWD	Starwood Property Trust Inc	$6.42B	Real Estate	Reit - Mortgage	0.80
CIM-P-A	Chimera Investment Corp	$1.89B	N/A	N/A	0.79
ECCX	Eagle Point Credit Company Inc. 6.6875% Notes due 2028	$452M	Financials	Investment Banking & Investment Services	0.79
CHMI-P-B	Cherry Hill Mortgage Investment Corporation	$861M	N/A	Other	0.78
AJXA	Great Ajax Corp	$129M	N/A	N/A	0.78
ACR-P-C	ACRES Commercial Realty Corp	$186M	N/A	N/A	0.78
LAMR	Lamar Advertising Co - Class A	$15B	Real Estate	Reit - Specialty	0.78
TSLX	Sixth Street Specialty Lending Inc	$1.64B	Financial Services	Asset Management	0.78
GSBD	Goldman Sachs BDC Inc	$1.01B	Financial Services	Asset Management	0.77
GLAD	Gladstone Capital Corp	$437M	Financial Services	Asset Management	0.77
TRGP	Targa Resources Corp	$57B	Energy	Oil & Gas Midstream	0.77
CSWC	Capital Southwest Corp	$1.41B	Financial Services	Asset Management	0.77
PFG	Principal Financial Group Inc	$23B	Financial Services	Asset Management	0.77
EFC	Ellington Financial Inc	$1.70B	Real Estate	Reit - Mortgage	0.77
BSVN	Bank7 Corp	$419M	Financial Services	Banks - Regional	0.76
WH	Wyndham Hotels & Resorts Inc	$6.31B	Consumer Cyclical	Lodging	0.76
OKE	Oneok Inc	$56B	Energy	Oil & Gas Midstream	0.76
BCIC	Portman Ridge Finance Corp	$92M	Financial Services	Asset Management	0.75
EFC-P-A	Ellington Financial Inc	$3.14B	N/A	Other	0.75
WES	Western Midstream Partners LP	$18B	Energy	Oil & Gas Midstream	0.75
BXMT	Blackstone Mortgage Trust Inc - Class A	$3.13B	Real Estate	Reit - Mortgage	0.75
CHYM	Chime Financial Inc - Class A	$6.59B	Technology	Software - Application	0.75
AER	Aercap Holdings N.V.	$24B	Industrials	Rental & Leasing Services	0.74
VYLD	J P Morgan Chase & Co Inverse VIX ShortTerm Futures ETNs due March 22 2045	$78B	N/A	N/A	0.74
TRTX	TPG RE Finance Trust Inc	$648M	Real Estate	Reit - Mortgage	0.74
CHMI-P-A	Cherry Hill Mortgage Investment Corporation	$764M	N/A	N/A	0.74
PACWP	PacWest Bancorp Depositary Shares Each Representing a 140th Interest in a Share of 7.75 Fixed Rate NonCumulative Perpetual Preferred Stock Series A	$2.48B	N/A	N/A	0.74
AIG	American International Group Inc	$40B	Financial Services	Insurance - Diversified	0.74
CCAP	Crescent Capital BDC Inc	$420M	Financial Services	Asset Management	0.74
PK	Park Hotels & Resorts Inc	$2.44B	Real Estate	Reit - Hotel & Motel	0.73
WHF	WhiteHorse Finance Inc	$148M	Financial Services	Asset Management	0.73
SLRC	SLR Investment Corp	$717M	Financial Services	Asset Management	0.73
ALTS	ALT5 Sigma Corporation Common Stock	$4.90B	Technology	Software - Application	0.73
CAPL	CrossAmerica Partners LP	$862M	Energy	Oil & Gas Refining & Marketing	0.73
MSDL	Morgan Stanley Direct Lending Fund	$1.30B	Financial Services	Asset Management	0.73
COWNL	Cowen Inc	$796M	N/A	N/A	0.73

ETFs that highly correlated with CGBD

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$39M	3.36%	Dec 27, 2006	0.94
BIZD	VANECK BDC INCOME ETF	$1.60B	9.69%	Feb 11, 2013	0.90
BDCZ	BDCZ	$12M	0.85%	Oct 9, 2015	0.89
VPC	VIRTUS PRIVATE CREDIT STRATEGY ETF	$33M	10.60%	Feb 7, 2019	0.85
HIPS	GraniteShares HIPS US High Income ETF	$105M	1.17%	Jan 7, 2015	0.85
PFFA	VIRTUS INFRACAP U.S. PREFERRED STOCK ETF	$2.30B	2.11%	May 15, 2018	0.83
KBWD	INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF	$448M	5.39%	Dec 2, 2010	0.83
ALTY	GLOBAL X ALTERNATIVE INCOME ETF	$45M	0.50%	Jul 13, 2015	0.82
PEX	ProShares Global Listed Private Equity ETF	$12M	2.95%	Feb 26, 2013	0.82
SMHB	UBS AG London Branch	$21M	N/A	Nov 8, 2018	0.81
MORT	VANECK MORTGAGE REIT INCOME ETF	$407M	0.43%	Aug 16, 2011	0.80
REM	iShares Mortgage Real Estate ETF	$580M	0.48%	May 1, 2007	0.80
EMO	ClearBridge Energy Midstream Opportunity Fund Inc	$1.20B	N/A	N/A	0.79
MDIV	MULTI-ASSET DIVERSIFIED INCOME INDEX FUND	$417M	0.71%	Aug 13, 2012	0.79
TYG	Tortoise Energy Infrastructure Corp	$1.10B	N/A	N/A	0.78
NML	Neuberger Berman Energy Infrastructure and Income Fund Inc	$671M	N/A	N/A	0.77
FNK	FIRST TRUST MID CAP VALUE ALPHADEX FUND	$217M	0.74%	Apr 19, 2011	0.77
GYLD	ARROW DOW JONES GLOBAL YIELD ETF	$32M	0.75%	May 8, 2012	0.77
DIV	GLOBAL X SUPERDIVIDEND U.S. ETF	$750M	0.45%	Mar 11, 2013	0.77
PBDC	Putnam BDC Income ETF	$278M	13.49%	Sep 29, 2022	0.77
HYIN	WISDOMTREE PRIVATE CREDIT AND ALTERNATIVE INCOME FUND	$54M	4.34%	May 4, 2021	0.77
AMZA	INFRACAP MLP ETF	$464M	1.72%	Oct 1, 2014	0.77
SRET	GLOBAL X SUPERDIVIDEND REIT ETF	$237M	0.58%	Mar 16, 2015	0.76
FIXP	FOLIOBEYOND ENHANCED FIXED INCOME PREMIUM ETF	$10M	1.01%	Jan 22, 2025	0.76
CVY	INVESCO ZACKS MULTI-ASSET INCOME ETF	$119M	1.21%	Sep 21, 2006	0.76
ONEY	SPDR RUSSELL 1000 YIELD FOCUS ETF	$853M	0.20%	Dec 2, 2015	0.75
PY	PRINCIPAL VALUE ETF	$212M	0.15%	Mar 21, 2016	0.75
FAB	FIRST TRUST MULTI CAP VALUE ALPHADEX FUND	$139M	0.66%	May 8, 2007	0.75
EZM	WISDOMTREE U.S. MIDCAP FUND	$886M	0.38%	Feb 23, 2007	0.75
UPGD	INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF	$113M	0.40%	May 19, 2006	0.74
XSHD	INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF	$77M	0.30%	Dec 1, 2016	0.74
FYT	FIRST TRUST SMALL CAP VALUE ALPHADEX FUND	$183M	0.70%	Apr 19, 2011	0.74
ARDC	Ares Dynamic Credit Allocation Fund Inc	$325M	N/A	N/A	0.74
WBIY	WBI Power Factor High Dividend Shares	$59M	0.97%	Dec 19, 2016	0.74
KYN	Kayne Anderson Energy Infrastructure Fund Inc	$2.80B	N/A	N/A	0.74
DON	WISDOMTREE U.S. MIDCAP DIVIDEND FUND	$3.90B	0.38%	Jun 16, 2006	0.74
VFVA	VANGUARD U.S. VALUE FACTOR ETF ETF SHARES	$815M	0.13%	Feb 13, 2018	0.74
ISCV	ISHARES MORNINGSTAR SMALL-CAP VALUE ETF	$651M	0.06%	Jun 28, 2004	0.74
BSL	Blackstone Senior Floating Rate 2027 Term Fund	$176M	N/A	N/A	0.74
SDIV	GLOBAL X SUPERDIVIDEND ETF	$1.30B	0.58%	Jun 8, 2011	0.74
IVOV	VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES	$1.40B	0.10%	Sep 7, 2010	0.74
IJJ	ISHARES S&P MID-CAP 400 VALUE ETF	$8.50B	0.18%	Jul 24, 2000	0.74
MDYV	SPDR(R) S & P 400 MID CAP VALUE ETF	$2.60B	0.15%	Nov 8, 2005	0.73
RYLD	GLOBAL X RUSSELL 2000 COVERED CALL ETF	$1.30B	0.60%	Apr 18, 2019	0.73
IMCV	ISHARES MORNINGSTAR MID-CAP VALUE ETF	$1B	0.06%	Jun 28, 2004	0.73
RFV	INVESCO S&P MIDCAP 400 PURE VALUE ETF	$313M	0.35%	Mar 1, 2006	0.73
RWK	INVESCO S&P MIDCAP 400 REVENUE ETF	$1.20B	0.39%	Feb 20, 2008	0.73
BGH	Barings Global Short Duration High Yield Fund	$298M	N/A	N/A	0.73
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES	$65B	0.05%	Jan 26, 2004	0.73
BOEG	LEVERAGE SHARES 2X LONG BA DAILY ETF	$4.60M	N/A	Jun 12, 2025	0.73