IYF
Price
$115.44
Change
-$1.89 (-1.61%)
Updated
Feb 21 closing price
Net Assets
3.9B
PBDC
Price
$36.48
Change
-$0.07 (-0.19%)
Updated
Feb 21 closing price
Net Assets
195.76M
Ad is loading...

IYF vs PBDC

Header iconIYF vs PBDC Comparison
Open Charts IYF vs PBDCBanner chart's image
iShares US Financials ETF
Price$115.44
Change-$1.89 (-1.61%)
Volume$662.07K
Net Assets3.9B
Putnam BDC Income ETF
Price$36.48
Change-$0.07 (-0.19%)
Volume$45.33K
Net Assets195.76M
IYF vs PBDC Comparison Chart
Loading...
IYF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PBDC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
IYF vs. PBDC commentary
Feb 23, 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.

Ad is loading...
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IYF has more net assets: 3.9B vs. PBDC (196M). PBDC has a higher annual dividend yield than IYF: PBDC (5.985) vs IYF (4.395). IYF was incepted earlier than PBDC: IYF (25 years) vs PBDC (2 years). PBDC has a higher turnover IYF (14.00) vs IYF (14.00).
IYFPBDCIYF / PBDC
Gain YTD4.3955.98573%
Net Assets3.9B196M1,989%
Total Expense RatioN/AN/A-
Turnover14.0029.0048%
Yield1.469.1916%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
Bearish Trend 2 days ago
80%
Bearish Trend 2 days ago
53%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
72%
Momentum
ODDS (%)
Bearish Trend 2 days ago
82%
N/A
MACD
ODDS (%)
Bearish Trend 2 days ago
70%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
79%
Bullish Trend 2 days ago
89%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
77%
Bullish Trend 2 days ago
88%
Advances
ODDS (%)
Bullish Trend 5 days ago
88%
Bullish Trend 4 days ago
89%
Declines
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
57%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
65%
Aroon
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
88%
View a ticker or compare two or three
Ad is loading...
IYF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PBDC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TOVYX15.66-0.10
-0.63%
American Beacon EAM Int Small Cap Y
SPMQX6.47-0.08
-1.22%
Invesco SteelPath MLP Income R5
WSHCX62.87-0.86
-1.35%
American Funds Washington Mutual C
LMCTX33.83-0.67
-1.94%
Lord Abbett Mid Cap Stock R5
MSGAX12.58-0.30
-2.33%
Meridian Small Cap Growth A

IYF and

Correlation & Price change

A.I.dvisor indicates that over the last year, IYF has been closely correlated with FNB. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYF jumps, then FNB could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYF
1D Price
Change %
IYF100%
-1.61%
FNB - IYF
82%
Closely correlated
-2.25%
RF - IYF
82%
Closely correlated
-2.78%
HBAN - IYF
82%
Closely correlated
-1.64%
BAC - IYF
81%
Closely correlated
-1.08%
WTFC - IYF
81%
Closely correlated
-3.90%
More

PBDC and

Correlation & Price change

A.I.dvisor indicates that over the last year, PBDC has been loosely correlated with MAIN. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if PBDC jumps, then MAIN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBDC
1D Price
Change %
PBDC100%
-0.19%
MAIN - PBDC
59%
Loosely correlated
-0.75%
HTGC - PBDC
55%
Loosely correlated
-1.11%
CSWC - PBDC
53%
Loosely correlated
-1.48%
ARCC - PBDC
52%
Loosely correlated
-0.51%
OBDC - PBDC
51%
Loosely correlated
-0.64%
More