HBDC ETF

HBDC ETF
$24.60
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Fund Essentials - as of Aug 28, 2026

Net Assets
$84M
Expense Ratio
0.39%
Dividend Yield (Current)
5.39%
Holdings
147
Inception Date
Jun 10, 2025
Fund Family
Hilton Capital Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+1.03%
1 Year+3.55%

Asset Allocation

Bonds: 97.62%
Cash: 1.69%
Other: 0.69%
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Top Holdings

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TickerNameWeight
-Ares Strategic Income Fund 5.7 03/15/2028 5.7 2028-03-151.36%
APODS 6.9 04/13/29Apollo Debt Solutions Bdc 6.9% Apr 13, 20291.34%
APODS 6.7 07/29/31Apollo Debt Solutions Bdc 6.7% Jul 29, 20311.33%
OCINCC 5.8 03/15/30Blue Owl Credit Income Corp 5.8% 03/15/20301.32%
BCRED 2.625 12/15/26Blackstone Private Cre 2026-12-151.30%
Top 10 Concentration: 12.71%Report Date: Aug 28, 2026
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Dividend Summary

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Dividend Yield (Current)
5.39%
Frequency
Monthly
Latest Distribution
$0.10
Aug 28, 2026
12M Distributions
12 payments
Total: $1.22

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

HBDC ETF Overview

HBDC ETF (Hilton BDC Corporate Bond ETF) is managed by Hilton Capital Management with $84.4M in net assets. HBDC expense ratio is 0.39%, holding 147 positions across sectors including Financials, Real Estate. Inception date: 2025-06-10.

HBDC performance shows a YTD return of 1.03%. The 1-year return is 3.55%. HBDC dividend yield stands at 5.39%, paid monthly.

HBDC top holdings include Ares Strategic Income Fund 5.7 03/15/2028 5.7 2028-03-15 (1.4%), Apollo Debt Solutions Bdc 6.9% Apr 13, 2029 (1.3%), Apollo Debt Solutions Bdc 6.7% Jul 29, 2031 (1.3%), Blue Owl Credit Income Corp 5.8% 03/15/2030 (1.3%), Blackstone Private Cre 2026-12-15 (1.3%). Go to all HBDC holdings, HBDC sectors, or HBDC dividends.

HBDC can be compared against other funds. Use HBDC overlap to find shared positions, or HBDC vs another fund for a side-by-side view. HBDC alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+0.06%
YTD
+1.03%
1 Year
+3.55%
3 Year
N/A

Top 10 Holdings (12.7% of portfolio)

#TickerNameSectorWeight
1-Ares Strategic Income Fund 5.7 03/15/2028 5.7 2028-03-15Other1.36%
2APODS 6.9 04/13/29Apollo Debt Solutions Bdc 6.9% Apr 13, 2029Financials1.34%
3APODS 6.7 07/29/31Apollo Debt Solutions Bdc 6.7% Jul 29, 2031Financials1.33%
4OCINCC 5.8 03/15/30Blue Owl Credit Income Corp 5.8% 03/15/2030Financials1.32%
5BCRED 2.625 12/15/26Blackstone Private Cre 2026-12-15Financials1.30%
6ARCC 2.875 06/15/28Ares Capital Corp., 2.875%, 2028/06/15Financials1.26%
7OBDC 5.95 03/15/29Blue Owl Capital Corp 5.95 03/15/2029Financials1.25%
8FGXXXFirst American Government Obligations FundFinancials1.21%
9OCINCC 6.6 09/15/29Blue Owl Credit Income Corp 6.6% Sep 15, 2029Financials1.19%
10-Goldman Sachs Private Credit Corp. 5.875%Other1.15%