Overview Performance Dividends Metrics Financials ETFs Industry Splits Correlations

34 Stock and 66 ETF Capital Southwest (CSWC) alternatives

The most close Capital Southwest (CSWC) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.9168.

Stocks that highly correlated with CSWC

Symbol	Name	Market cap	Sector	Industry	Correlation
STWD	Starwood Property Trust Inc	$6.18B	Real Estate	Reit - Mortgage	0.82
BCSF	Bain Capital Specialty Finance Inc	$834M	Financial Services	Asset Management	0.82
ADAMM	Adamas Trust Inc	$2.27B	Real Estate	Reit - Mortgage	0.81
ARCC	Ares Capital Corp	$14B	Financial Services	Asset Management	0.80
ADAMN	Adamas Trust Inc	$2.19B	Real Estate	Reit - Mortgage	0.79
NMFC	New Mountain Finance Corp	$680M	Financial Services	Asset Management	0.79
PFLT	PennantPark Floating Rate Capital Ltd	$715M	Financial Services	Asset Management	0.78
MFIC	MidCap Financial Investment Corporation	$845M	Financial Services	Asset Management	0.78
BBDC	Barings BDC Inc	$898M	Financial Services	Asset Management	0.78
PNNT	PennantPark Investment Corporation	$220M	Financial Services	Asset Management	0.77
LADR	Ladder Capital Corp - Class A	$1.24B	Real Estate	Reit - Mortgage	0.77
CGBD	Carlyle Secured Lending Inc	$745M	Financial Services	Asset Management	0.77
CPZ	Calamos Long/Short Equity & Dynamic Income Trust	$255M	Financial Services	Asset Management	0.77
SDM	Smart Digital Group Ltd	$59M	Communication Services	Advertising Agencies	0.77
EFC-P-A	Ellington Financial Inc	$3.14B	N/A	Other	0.77
GSBD	Goldman Sachs BDC Inc	$1.01B	Financial Services	Asset Management	0.76
EGG	Enigmatig Ltd - Class A	$189M	Industrials	Consulting Services	0.76
CIM-P-A	Chimera Investment Corp	$1.81B	N/A	N/A	0.76
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	0.76
EPR-P-C	EPR Properties	$2.01B	N/A	Other	0.76
ALTS	ALT5 Sigma Corporation Common Stock	$4.90B	Technology	Software - Application	0.76
BXMT	Blackstone Mortgage Trust Inc - Class A	$2.89B	Real Estate	Reit - Mortgage	0.75
TSLX	Sixth Street Specialty Lending Inc	$1.66B	Financial Services	Asset Management	0.75
HTGC	Hercules Capital Inc	$3.02B	Financial Services	Asset Management	0.75
CCAP	Crescent Capital BDC Inc	$411M	Financial Services	Asset Management	0.75
EFC	Ellington Financial Inc	$1.71B	Real Estate	Reit - Mortgage	0.74
EPR	EPR Properties	$4.59B	Real Estate	Reit - Specialty	0.74
MAIN	Main Street Capital Corporation	$4.94B	Financial Services	Asset Management	0.74
GLAD	Gladstone Capital Corp	$450M	Financial Services	Asset Management	0.74
AJXA	Great Ajax Corp	$129M	N/A	N/A	0.74
FDUS	Fidus Investment Corp	$771M	Financial Services	Asset Management	0.74
EPR-P-G	EPR Properties	$1.58B	N/A	Other	0.73
SCM	Stellus Capital Investment Corp	$242M	Financial Services	Asset Management	0.73
ARI	Apollo Commercial Real Estate Finance Inc	$1.44B	Real Estate	Reit - Mortgage	0.73

ETFs that highly correlated with CSWC

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$40M	3.36%	Dec 27, 2006	0.92
VPC	VIRTUS PRIVATE CREDIT STRATEGY ETF	$31M	10.60%	Feb 7, 2019	0.88
BIZD	VANECK BDC INCOME ETF	$1.60B	9.69%	Feb 11, 2013	0.86
BDCZ	BDCZ	$11M	0.85%	Oct 9, 2015	0.84
HIPS	GraniteShares HIPS US High Income ETF	$110M	1.17%	Jan 7, 2015	0.83
SMHB	UBS AG London Branch	$21M	N/A	Nov 8, 2018	0.82
KBWD	INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF	$424M	5.39%	Dec 2, 2010	0.82
PFFA	VIRTUS INFRACAP U.S. PREFERRED STOCK ETF	$2.40B	2.11%	May 15, 2018	0.80
PEX	ProShares Global Listed Private Equity ETF	$11M	2.95%	Feb 26, 2013	0.80
AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	$29B	0.25%	Sep 24, 2019	0.80
UPSX	TRADR 2X LONG UPST DAILY ETF	$33M	N/A	Jun 9, 2025	0.79
REM	iShares Mortgage Real Estate ETF	$548M	0.48%	May 1, 2007	0.79
MORT	VANECK MORTGAGE REIT INCOME ETF	$400M	0.43%	Aug 16, 2011	0.79
SDIV	GLOBAL X SUPERDIVIDEND ETF	$1.20B	0.58%	Jun 8, 2011	0.79
MDIV	MULTI-ASSET DIVERSIFIED INCOME INDEX FUND	$416M	0.71%	Aug 13, 2012	0.79
FIXP	FOLIOBEYOND ENHANCED FIXED INCOME PREMIUM ETF	$9.90M	1.01%	Jan 22, 2025	0.79
CVY	INVESCO ZACKS MULTI-ASSET INCOME ETF	$121M	1.21%	Sep 21, 2006	0.78
REVS	COLUMBIA RESEARCH ENHANCED VALUE ETF	$310M	0.19%	Sep 25, 2019	0.78
HWSM	HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND	$2.80M	0.55%	Mar 28, 2025	0.78
ALTY	GLOBAL X ALTERNATIVE INCOME ETF	$46M	0.50%	Jul 13, 2015	0.78
HIBL	DIREXION DAILY S&P 500(R) HIGH BETA BULL 3X SHARES	$107M	N/A	Nov 7, 2019	0.78
HYIN	WISDOMTREE PRIVATE CREDIT AND ALTERNATIVE INCOME FUND	$51M	4.34%	May 4, 2021	0.78
AFMC	FIRST TRUST ACTIVE FACTOR MID CAP ETF	$174M	0.68%	Dec 3, 2019	0.77
RAFE	PIMCO RAFI ESG U.S. ETF	$161M	0.29%	Dec 18, 2019	0.77
DIV	GLOBAL X SUPERDIVIDEND U.S. ETF	$747M	0.45%	Mar 11, 2013	0.77
HYBX	TCW High Yield Bond ETF	$32M	0.50%	Feb 26, 1993	0.77
AVDV	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	$19B	0.36%	Sep 24, 2019	0.77
TPSC	TIMOTHY PLAN US SMALL CAP CORE ETF	$357M	0.52%	Dec 2, 2019	0.76
GYLD	ARROW DOW JONES GLOBAL YIELD ETF	$33M	0.75%	May 8, 2012	0.76
OAKM	OAKMARK U.S. LARGE CAP ETF	$1B	0.59%	Dec 3, 2024	0.76
OVS	OVERLAY SHARES SMALL CAP EQUITY ETF	$32M	0.83%	Sep 30, 2019	0.76
HERD	PACER CASH COWS FUND OF FUNDS ETF	$101M	0.74%	May 3, 2019	0.76
HOMZ	HOYA CAPITAL HOUSING ETF	$37M	0.30%	Mar 19, 2019	0.76
ARDC	Ares Dynamic Credit Allocation Fund Inc	$322M	N/A	N/A	0.76
SRET	GLOBAL X SUPERDIVIDEND REIT ETF	$233M	0.58%	Mar 16, 2015	0.75
AWAY	Amplify Travel Tech ETF	$25M	0.75%	Feb 12, 2020	0.75
FNK	FIRST TRUST MID CAP VALUE ALPHADEX FUND	$221M	0.74%	Apr 19, 2011	0.75
AVUS	AVANTIS U.S. EQUITY ETF	$14B	0.15%	Sep 24, 2019	0.75
WWJD	INSPIRE INTERNATIONAL ETF	$550M	0.61%	Sep 30, 2019	0.75
AFSM	FIRST TRUST ACTIVE FACTOR SMALL CAP ETF	$115M	0.75%	Dec 3, 2019	0.75
VFVA	VANGUARD U.S. VALUE FACTOR ETF ETF SHARES	$845M	0.13%	Feb 13, 2018	0.75
DMX	DOUBLELINE MULTI-SECTOR INCOME ETF	$97M	0.50%	Nov 29, 2024	0.75
BGH	Barings Global Short Duration High Yield Fund	$300M	N/A	N/A	0.75
AVDE	AVANTIS INTERNATIONAL EQUITY ETF	$17B	0.23%	Sep 24, 2019	0.75
ASLV	ALLSPRING SPECIAL LARGE VALUE ETF	$228M	0.35%	Mar 26, 2025	0.75
DON	WISDOMTREE U.S. MIDCAP DIVIDEND FUND	$4B	0.38%	Jun 16, 2006	0.75
YYY	AMPLIFY CEF HIGH INCOME ETF	$721M	3.23%	Jun 12, 2012	0.75
FSMD	FIDELITY SMALL-MID MULTIFACTOR ETF	$2.60B	0.15%	Feb 26, 2019	0.74
XSHD	INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF	$73M	0.30%	Dec 1, 2016	0.74
BGB	Blackstone Strategic Credit 2027 Term Fund	$525M	N/A	N/A	0.74
RDOG	ALPS REIT DIVIDEND DOGS ETF	$11M	0.35%	May 7, 2008	0.74
RSMR	FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - MARCH	$11M	0.85%	Mar 21, 2025	0.74
KIO	KKR Income Opportunities Fund	$493M	N/A	N/A	0.74
KBWY	INVESCO KBW PREMIUM YIELD EQUITY REIT ETF	$311M	0.35%	Dec 2, 2010	0.74
ISCV	ISHARES MORNINGSTAR SMALL-CAP VALUE ETF	$685M	0.06%	Jun 28, 2004	0.74
ONEY	STATE STREET(R) SPDR(R) RUSSELL 1000 YIELD FOCUS ETF	$727M	0.20%	Dec 2, 2015	0.74
EZM	WISDOMTREE U.S. MIDCAP FUND	$939M	0.38%	Feb 23, 2007	0.74
BGX	Blackstone Long-Short Credit Income Fund	$155M	N/A	N/A	0.74
IMCV	ISHARES MORNINGSTAR MID-CAP VALUE ETF	$1.10B	0.06%	Jun 28, 2004	0.73
FCEF	FIRST TRUST INCOME OPPORTUNITIES ETF	$79M	3.69%	Sep 27, 2016	0.73
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES	$68B	0.05%	Jan 26, 2004	0.73
FNDA	SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF	$9.30B	0.25%	Aug 15, 2013	0.73
FXO	FIRST TRUST FINANCIALS ALPHADEX FUND	$1.10B	0.60%	May 8, 2007	0.73
PFFR	INFRACAP REIT PREFERRED ETF	$115M	0.45%	Feb 7, 2017	0.73
FAB	FIRST TRUST MULTI CAP VALUE ALPHADEX FUND	$137M	0.66%	May 8, 2007	0.73
GHY	PGIM Global High Yield Fund Inc	$531M	N/A	N/A	0.73