IYF
Price
$124.47
Change
+$0.83 (+0.67%)
Updated
Jul 25 closing price
Net Assets
4.21B
PBDC
Price
$34.66
Change
-$0.03 (-0.09%)
Updated
Jul 25 closing price
Net Assets
237.58M
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IYF vs PBDC

Header iconIYF vs PBDC Comparison
Open Charts IYF vs PBDCBanner chart's image
iShares US Financials ETF
Price$124.47
Change+$0.83 (+0.67%)
Volume$133.2K
Net Assets4.21B
Putnam BDC Income ETF
Price$34.66
Change-$0.03 (-0.09%)
Volume$27.92K
Net Assets237.58M
IYF vs PBDC Comparison Chart in %
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IYF
Daily Signalchanged days ago
Gain/Loss if bought
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PBDC
Daily Signalchanged days ago
Gain/Loss if bought
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IYF vs. PBDC commentary
Jul 26, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYF is a Buy and PBDC is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IYF has more net assets: 4.21B vs. PBDC (238M). IYF has a higher annual dividend yield than PBDC: IYF (13.303) vs PBDC (5.509). IYF was incepted earlier than PBDC: IYF (25 years) vs PBDC (3 years). IYF (0.39) has a lower expense ratio than PBDC (13.94). PBDC has a higher turnover IYF (8.00) vs IYF (8.00).
IYFPBDCIYF / PBDC
Gain YTD13.3035.509241%
Net Assets4.21B238M1,769%
Total Expense Ratio0.3913.943%
Turnover8.0031.0026%
Yield1.299.5414%
Fund Existence25 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
Bearish Trend 2 days ago
87%
Bearish Trend 2 days ago
66%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
66%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
85%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
88%
Bearish Trend 2 days ago
62%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
88%
Advances
ODDS (%)
Bullish Trend 4 days ago
88%
Bullish Trend 4 days ago
89%
Declines
ODDS (%)
Bearish Trend 19 days ago
78%
Bearish Trend 2 days ago
63%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
59%
Aroon
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
88%
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IYF
Daily Signalchanged days ago
Gain/Loss if bought
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PBDC
Daily Signalchanged days ago
Gain/Loss if bought
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IYF and

Correlation & Price change

A.I.dvisor indicates that over the last year, IYF has been closely correlated with HBAN. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYF jumps, then HBAN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYF
1D Price
Change %
IYF100%
+0.67%
HBAN - IYF
89%
Closely correlated
+1.20%
SF - IYF
87%
Closely correlated
+1.50%
EQH - IYF
87%
Closely correlated
+1.09%
CFG - IYF
86%
Closely correlated
+0.43%
TFC - IYF
86%
Closely correlated
+0.37%
More

PBDC and

Correlation & Price change

A.I.dvisor indicates that over the last year, PBDC has been closely correlated with NMFC. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if PBDC jumps, then NMFC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBDC
1D Price
Change %
PBDC100%
-0.08%
NMFC - PBDC
86%
Closely correlated
-0.38%
KBDC - PBDC
64%
Loosely correlated
+0.25%
MSDL - PBDC
60%
Loosely correlated
-1.58%
MAIN - PBDC
59%
Loosely correlated
+0.40%
HTGC - PBDC
55%
Loosely correlated
+0.05%
More