Overview Performance Dividends Metrics Financials ETFs Industry Splits Correlations

35 Stock and 65 ETF Capital Southwest (CSWC) alternatives

The most close Capital Southwest (CSWC) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.9181.

Stocks that highly correlated with CSWC

Symbol	Name	Market cap	Sector	Industry	Correlation
BCSF	Bain Capital Specialty Finance Inc	$869M	Financial Services	Asset Management	0.82
STWD	Starwood Property Trust Inc	$6.42B	Real Estate	Reit - Mortgage	0.82
ADAMM	Adamas Trust Inc	$2.28B	Real Estate	Reit - Mortgage	0.81
ARCC	Ares Capital Corp	$14B	Financial Services	Asset Management	0.80
ADAMN	Adamas Trust Inc	$2.11B	Real Estate	Reit - Mortgage	0.79
PFLT	PennantPark Floating Rate Capital Ltd	$814M	Financial Services	Asset Management	0.79
NMFC	New Mountain Finance Corp	$769M	Financial Services	Asset Management	0.79
MFIC	MidCap Financial Investment Corporation	$922M	Financial Services	Asset Management	0.78
BBDC	Barings BDC Inc	$905M	Financial Services	Asset Management	0.78
EGG	Enigmatig Ltd - Class A	$251M	Industrials	Consulting Services	0.78
PNNT	PennantPark Investment Corporation	$255M	Financial Services	Asset Management	0.78
SDM	Smart Digital Group Ltd	$59M	Communication Services	Advertising Agencies	0.77
LADR	Ladder Capital Corp - Class A	$1.28B	Real Estate	Reit - Mortgage	0.77
CGBD	Carlyle Secured Lending Inc	$765M	Financial Services	Asset Management	0.77
CPZ	Calamos Long/Short Equity & Dynamic Income Trust	$251M	Financial Services	Asset Management	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
CIM-P-A	Chimera Investment Corp	$1.89B	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
CCAP	Crescent Capital BDC Inc	$420M	Financial Services	Asset Management	0.75
BXMT	Blackstone Mortgage Trust Inc - Class A	$3.13B	Real Estate	Reit - Mortgage	0.75
ALTS	ALT5 Sigma Corporation Common Stock	$4.90B	Technology	Software - Application	0.75
EPR-P-C	EPR Properties	$2.01B	N/A	Other	0.75
TSLX	Sixth Street Specialty Lending Inc	$1.64B	Financial Services	Asset Management	0.75
HTGC	Hercules Capital Inc	$2.90B	Financial Services	Asset Management	0.75
EFC	Ellington Financial Inc	$1.70B	Real Estate	Reit - Mortgage	0.74
VYLD	J P Morgan Chase & Co Inverse VIX ShortTerm Futures ETNs due March 22 2045	$78B	N/A	N/A	0.74
MAIN	Main Street Capital Corporation	$4.72B	Financial Services	Asset Management	0.74
EPR	EPR Properties	$4.43B	Real Estate	Reit - Specialty	0.74
FDUS	Fidus Investment Corp	$718M	Financial Services	Asset Management	0.74
AJXA	Great Ajax Corp	$129M	N/A	N/A	0.74
GLAD	Gladstone Capital Corp	$437M	Financial Services	Asset Management	0.74
EPR-P-G	EPR Properties	$1.58B	N/A	Other	0.74
ARI	Apollo Commercial Real Estate Finance Inc	$1.49B	Real Estate	Reit - Mortgage	0.74
TCPC	BlackRock TCP Capital Corp	$315M	Financial Services	Asset Management	0.73

ETFs that highly correlated with CSWC

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$39M	3.36%	Dec 27, 2006	0.92
VPC	VIRTUS PRIVATE CREDIT STRATEGY ETF	$33M	10.60%	Feb 7, 2019	0.88
BIZD	VANECK BDC INCOME ETF	$1.60B	9.69%	Feb 11, 2013	0.85
BDCZ	BDCZ	$12M	0.85%	Oct 9, 2015	0.84
HIPS	GraniteShares HIPS US High Income ETF	$105M	1.17%	Jan 7, 2015	0.82
SMHB	UBS AG London Branch	$21M	N/A	Nov 8, 2018	0.82
KBWD	INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF	$448M	5.39%	Dec 2, 2010	0.82
PFFA	VIRTUS INFRACAP U.S. PREFERRED STOCK ETF	$2.30B	2.11%	May 15, 2018	0.81
AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	$26B	0.25%	Sep 24, 2019	0.80
PEX	ProShares Global Listed Private Equity ETF	$12M	2.95%	Feb 26, 2013	0.80
REM	iShares Mortgage Real Estate ETF	$580M	0.48%	May 1, 2007	0.79
MORT	VANECK MORTGAGE REIT INCOME ETF	$407M	0.43%	Aug 16, 2011	0.79
SDIV	GLOBAL X SUPERDIVIDEND ETF	$1.30B	0.58%	Jun 8, 2011	0.79
MDIV	MULTI-ASSET DIVERSIFIED INCOME INDEX FUND	$417M	0.71%	Aug 13, 2012	0.79
HIBL	DIREXION DAILY S&P 500(R) HIGH BETA BULL 3X SHARES	$84M	N/A	Nov 7, 2019	0.79
CVY	INVESCO ZACKS MULTI-ASSET INCOME ETF	$119M	1.21%	Sep 21, 2006	0.79
FIXP	FOLIOBEYOND ENHANCED FIXED INCOME PREMIUM ETF	$10M	1.01%	Jan 22, 2025	0.79
REVS	COLUMBIA RESEARCH ENHANCED VALUE ETF	$284M	0.19%	Sep 25, 2019	0.78
ALTY	GLOBAL X ALTERNATIVE INCOME ETF	$45M	0.50%	Jul 13, 2015	0.78
RAFE	PIMCO RAFI ESG U.S. ETF	$140M	0.29%	Dec 18, 2019	0.78
HYIN	WISDOMTREE PRIVATE CREDIT AND ALTERNATIVE INCOME FUND	$54M	4.34%	May 4, 2021	0.78
AFMC	FIRST TRUST ACTIVE FACTOR MID CAP ETF	$153M	0.68%	Dec 3, 2019	0.78
DIV	GLOBAL X SUPERDIVIDEND U.S. ETF	$750M	0.45%	Mar 11, 2013	0.77
AVDV	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	$19B	0.36%	Sep 24, 2019	0.77
HYBX	TCW High Yield Bond ETF	$33M	0.50%	Feb 26, 1993	0.77
OAKM	OAKMARK U.S. LARGE CAP ETF	$1.10B	0.59%	Dec 3, 2024	0.77
TPSC	TIMOTHY PLAN US SMALL CAP CORE ETF	$333M	0.52%	Dec 2, 2019	0.77
OVS	OVERLAY SHARES SMALL CAP EQUITY ETF	$20M	0.83%	Sep 30, 2019	0.77
GYLD	ARROW DOW JONES GLOBAL YIELD ETF	$32M	0.75%	May 8, 2012	0.76
HERD	PACER CASH COWS FUND OF FUNDS ETF	$95M	0.74%	May 3, 2019	0.76
HOMZ	HOYA CAPITAL HOUSING ETF	$35M	0.30%	Mar 19, 2019	0.76
AWAY	Amplify Travel Tech ETF	$26M	0.75%	Feb 12, 2020	0.76
ARDC	Ares Dynamic Credit Allocation Fund Inc	$325M	N/A	N/A	0.76
FNK	FIRST TRUST MID CAP VALUE ALPHADEX FUND	$217M	0.74%	Apr 19, 2011	0.75
SRET	GLOBAL X SUPERDIVIDEND REIT ETF	$237M	0.58%	Mar 16, 2015	0.75
AVUS	AVANTIS U.S. EQUITY ETF	$12B	0.15%	Sep 24, 2019	0.75
AFSM	FIRST TRUST ACTIVE FACTOR SMALL CAP ETF	$94M	0.75%	Dec 3, 2019	0.75
WWJD	INSPIRE INTERNATIONAL ETF	$502M	0.61%	Sep 30, 2019	0.75
DMX	DOUBLELINE MULTI-SECTOR INCOME ETF	$86M	0.50%	Nov 29, 2024	0.75
FSMD	FIDELITY SMALL-MID MULTIFACTOR ETF	$2.40B	0.15%	Feb 26, 2019	0.75
VFVA	VANGUARD U.S. VALUE FACTOR ETF ETF SHARES	$815M	0.13%	Feb 13, 2018	0.75
AVDE	AVANTIS INTERNATIONAL EQUITY ETF	$16B	0.23%	Sep 24, 2019	0.75
XSHD	INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF	$77M	0.30%	Dec 1, 2016	0.75
DON	WISDOMTREE U.S. MIDCAP DIVIDEND FUND	$3.90B	0.38%	Jun 16, 2006	0.75
BGH	Barings Global Short Duration High Yield Fund	$298M	N/A	N/A	0.74
RDOG	ALPS REIT DIVIDEND DOGS ETF	$11M	0.35%	May 7, 2008	0.74
YYY	AMPLIFY CEF HIGH INCOME ETF	$712M	3.23%	Jun 12, 2012	0.74
ASLV	ALLSPRING SPECIAL LARGE VALUE ETF	$223M	0.35%	Mar 26, 2025	0.74
BGB	Blackstone Strategic Credit 2027 Term Fund	$532M	N/A	N/A	0.74
ISCV	ISHARES MORNINGSTAR SMALL-CAP VALUE ETF	$651M	0.06%	Jun 28, 2004	0.74
ONEY	SPDR RUSSELL 1000 YIELD FOCUS ETF	$853M	0.20%	Dec 2, 2015	0.74
EZM	WISDOMTREE U.S. MIDCAP FUND	$886M	0.38%	Feb 23, 2007	0.74
MFSV	MFS ACTIVE VALUE ETF	$443M	0.44%	Dec 4, 2024	0.74
KIO	KKR Income Opportunities Fund	$493M	N/A	N/A	0.74
KBWY	INVESCO KBW PREMIUM YIELD EQUITY REIT ETF	$276M	0.35%	Dec 2, 2010	0.74
IMCV	ISHARES MORNINGSTAR MID-CAP VALUE ETF	$1B	0.06%	Jun 28, 2004	0.74
BKDV	BNY MELLON DYNAMIC VALUE ETF	$1.40B	0.60%	Nov 1, 2024	0.74
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES	$65B	0.05%	Jan 26, 2004	0.74
BGX	Blackstone Long-Short Credit Income Fund	$157M	N/A	N/A	0.74
FNDA	SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF	$10B	0.25%	Aug 15, 2013	0.74
FXO	FIRST TRUST FINANCIALS ALPHADEX FUND	$1.10B	0.60%	May 8, 2007	0.73
FCEF	FIRST TRUST INCOME OPPORTUNITIES ETF	$75M	3.69%	Sep 27, 2016	0.73
FAB	FIRST TRUST MULTI CAP VALUE ALPHADEX FUND	$139M	0.66%	May 8, 2007	0.73
RYLD	GLOBAL X RUSSELL 2000 COVERED CALL ETF	$1.30B	0.60%	Apr 18, 2019	0.73
PFFR	INFRACAP REIT PREFERRED ETF	$118M	0.45%	Feb 7, 2017	0.73