IYF
Price
$122.60
Change
-$1.36 (-1.10%)
Updated
Aug 15 closing price
Net Assets
4.02B
PBDC
Price
$33.45
Change
-$0.27 (-0.80%)
Updated
Aug 15 closing price
Net Assets
236.87M
Interact to see
Advertisement

IYF vs PBDC

Header iconIYF vs PBDC Comparison
Open Charts IYF vs PBDCBanner chart's image
iShares US Financials ETF
Price$122.60
Change-$1.36 (-1.10%)
Volume$300.36K
Net Assets4.02B
Putnam BDC Income ETF
Price$33.45
Change-$0.27 (-0.80%)
Volume$46.84K
Net Assets236.87M
IYF vs PBDC Comparison Chart in %
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
Aug 16, 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.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IYF has more net assets: 4.02B vs. PBDC (237M). IYF has a higher annual dividend yield than PBDC: IYF (11.600) vs PBDC (1.825). 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 YTD11.6001.825636%
Net Assets4.02B237M1,695%
Total Expense Ratio0.3913.943%
Turnover8.0031.0026%
Yield1.289.5713%
Fund Existence25 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
N/A
Bearish Trend 1 day ago
68%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
79%
Bearish Trend 1 day ago
67%
Momentum
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
90%
MACD
ODDS (%)
Bearish Trend 1 day ago
82%
Bearish Trend 1 day ago
56%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
88%
Bearish Trend 1 day ago
62%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
83%
Bearish Trend 1 day ago
59%
Advances
ODDS (%)
Bullish Trend 3 days ago
88%
Bullish Trend 4 days ago
89%
Declines
ODDS (%)
Bearish Trend 16 days ago
80%
Bearish Trend 1 day ago
63%
BollingerBands
ODDS (%)
N/A
Bullish Trend 1 day ago
90%
Aroon
ODDS (%)
Bullish Trend 1 day ago
83%
Bullish Trend 1 day ago
90%
View a ticker or compare two or three
Interact to see
Advertisement
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
ETFs / NAMEPrice $Chg $Chg %
EAPR28.540.03
+0.10%
Innovator Em Mkts Pwr Bffr ETF - Apr
JPIVF11.24N/A
N/A
JP Morgan Indian Investment Trust Plc
XBB40.97N/A
-0.01%
BondBloxx BB Rated USD HY Corp Bd ETF
MBBB21.66-0.02
-0.08%
VanEck Mdy's Aly BBB Corp Bd ETF
BST39.25-0.25
-0.63%
BlackRock Science and Technology Trust

IYF and

Correlation & Price change

A.I.dvisor indicates that over the last year, IYF has been closely correlated with GS. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYF jumps, then GS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYF
1D Price
Change %
IYF100%
-1.10%
GS - IYF
91%
Closely correlated
-2.21%
MS - IYF
89%
Closely correlated
-2.61%
HBAN - IYF
89%
Closely correlated
-1.43%
JPM - IYF
89%
Closely correlated
-1.25%
AMP - IYF
89%
Closely correlated
-2.07%
More

PBDC and

Correlation & Price change

A.I.dvisor indicates that over the last year, PBDC has been closely correlated with OBDC. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if PBDC jumps, then OBDC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBDC
1D Price
Change %
PBDC100%
-0.80%
OBDC - PBDC
88%
Closely correlated
-1.19%
ARCC - PBDC
86%
Closely correlated
-1.10%
GBDC - PBDC
85%
Closely correlated
-0.41%
MAIN - PBDC
85%
Closely correlated
-1.56%
MFIC - PBDC
84%
Closely correlated
-1.23%
More