IYF
Price
$116.63
Change
+$0.27 (+0.23%)
Updated
Jun 3, 04:59 PM (EDT)
Net Assets
3.54B
PBDC
Price
$33.19
Change
+$0.04 (+0.12%)
Updated
Jun 3, 04:53 PM (EDT)
Net Assets
215.93M
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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$116.63
Change+$0.27 (+0.23%)
Volume$6.13K
Net Assets3.54B
Putnam BDC Income ETF
Price$33.19
Change+$0.04 (+0.12%)
Volume$628
Net Assets215.93M
IYF vs PBDC Comparison Chart
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IYF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PBDC
Daily Signalchanged days ago
Gain/Loss if bought
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IYF vs. PBDC commentary
Jun 04, 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 Hold and PBDC is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IYF has more net assets: 3.54B vs. PBDC (216M). IYF has a higher annual dividend yield than PBDC: IYF (5.576) vs PBDC (-1.393). 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 (6.00) vs IYF (6.00).
IYFPBDCIYF / PBDC
Gain YTD5.576-1.393-400%
Net Assets3.54B216M1,640%
Total Expense Ratio0.3913.943%
Turnover6.0038.0016%
Yield1.289.6613%
Fund Existence25 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
Bearish Trend 2 days ago
87%
Bearish Trend 2 days ago
73%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
79%
Bearish Trend 2 days ago
64%
Momentum
ODDS (%)
Bearish Trend 2 days ago
72%
Bullish Trend 2 days ago
89%
MACD
ODDS (%)
Bearish Trend 2 days ago
82%
N/A
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
88%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
87%
Advances
ODDS (%)
Bullish Trend 19 days ago
88%
Bullish Trend 5 days ago
88%
Declines
ODDS (%)
Bearish Trend 13 days ago
79%
N/A
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
57%
Aroon
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
87%
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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 87% 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%
+0.27%
HBAN - IYF
87%
Closely correlated
-0.32%
EQH - IYF
87%
Closely correlated
+0.19%
SF - IYF
87%
Closely correlated
-0.70%
CFG - IYF
86%
Closely correlated
-0.72%
TFC - IYF
85%
Closely correlated
-0.68%
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 85% 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%
-0.87%
NMFC - PBDC
85%
Closely correlated
-0.65%
KBDC - PBDC
63%
Loosely correlated
-1.38%
MAIN - PBDC
59%
Loosely correlated
-1.34%
HTGC - PBDC
55%
Loosely correlated
-0.34%
CSWC - PBDC
53%
Loosely correlated
-0.82%
More