IYF
Price
$121.66
Change
+$0.66 (+0.55%)
Updated
Jul 1, 04:59 PM (EDT)
Net Assets
3.78B
PBDC
Price
$33.88
Change
+$0.04 (+0.12%)
Updated
Jul 1, 04:59 PM (EDT)
Net Assets
222.11M
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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$121.66
Change+$0.66 (+0.55%)
Volume$2.99K
Net Assets3.78B
Putnam BDC Income ETF
Price$33.88
Change+$0.04 (+0.12%)
Volume$200
Net Assets222.11M
IYF vs PBDC Comparison Chart in %
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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
Jul 02, 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: 3.78B vs. PBDC (222M). IYF has a higher annual dividend yield than PBDC: IYF (10.135) vs PBDC (0.660). 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 YTD10.1350.6601,536%
Net Assets3.78B222M1,703%
Total Expense Ratio0.3913.943%
Turnover6.0038.0016%
Yield1.299.5414%
Fund Existence25 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
Bearish Trend 2 days ago
81%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
68%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
65%
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
88%
Advances
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 14 days ago
88%
Declines
ODDS (%)
Bearish Trend 21 days ago
78%
Bearish Trend 9 days ago
63%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
82%
N/A
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 88% 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%
+0.83%
HBAN - IYF
88%
Closely correlated
+0.96%
EQH - IYF
87%
Closely correlated
+0.25%
SF - IYF
86%
Closely correlated
+0.10%
TFC - IYF
86%
Closely correlated
+0.89%
CFG - IYF
86%
Closely correlated
+0.72%
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%
+0.77%
NMFC - PBDC
85%
Closely correlated
+0.09%
KBDC - PBDC
63%
Loosely correlated
-0.20%
MAIN - PBDC
59%
Loosely correlated
+0.24%
MSDL - PBDC
57%
Loosely correlated
+0.00%
HTGC - PBDC
55%
Loosely correlated
+0.77%
More