IYF
Price
$103.65
Change
-$3.06 (-2.87%)
Updated
Apr 10, 04:59 PM (EDT)
Net Assets
3.23B
PBDC
Price
$29.81
Change
-$1.11 (-3.59%)
Updated
Apr 10, 04:59 PM (EDT)
Net Assets
163.95M
Ad is loading...

IYF vs PBDC

Header iconIYF vs PBDC Comparison
Open Charts IYF vs PBDCBanner chart's image
iShares US Financials ETF
Price$103.65
Change-$3.06 (-2.87%)
Volume$1.1K
Net Assets3.23B
Putnam BDC Income ETF
Price$29.81
Change-$1.11 (-3.59%)
Volume$100
Net Assets163.95M
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
Apr 11, 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 Hold.

Ad is loading...
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IYF has more net assets: 3.23B vs. PBDC (164M). IYF has a higher annual dividend yield than PBDC: IYF (-3.180) vs PBDC (-8.026). 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 YTD-3.180-8.02640%
Net Assets3.23B164M1,971%
Total Expense Ratio0.3913.943%
Turnover6.0038.0016%
Yield1.329.2514%
Fund Existence25 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
86%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bearish Trend 2 days ago
73%
Bearish Trend 2 days ago
51%
MACD
ODDS (%)
Bearish Trend 2 days ago
82%
Bearish Trend 2 days ago
68%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
79%
Bearish Trend 2 days ago
61%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
77%
Bearish Trend 2 days ago
52%
Advances
ODDS (%)
Bullish Trend 17 days ago
88%
Bullish Trend 17 days ago
88%
Declines
ODDS (%)
Bearish Trend 3 days ago
78%
Bearish Trend 3 days ago
61%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
85%
Bearish Trend 2 days ago
20%
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 %
TVFRX15.03N/A
N/A
NAA Allocation Fund P
AVENX10.53N/A
N/A
Avantis® Emerging Markets Equity G
BDFFX26.41N/A
N/A
Baron Discovery Retail
YOVAX13.32N/A
N/A
Yorktown Small-Cap A
HSWCX16.44N/A
N/A
Hartford Schroders International Stk C

IYF and

Correlation & Price change

A.I.dvisor indicates that over the last year, IYF has been closely correlated with RF. 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 RF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYF
1D Price
Change %
IYF100%
+7.54%
RF - IYF
89%
Closely correlated
+9.05%
BAC - IYF
81%
Closely correlated
+6.05%
PRU - IYF
80%
Closely correlated
+9.24%
PFG - IYF
79%
Closely correlated
+11.08%
EQH - IYF
79%
Closely correlated
+12.78%
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 84% 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%
+7.74%
NMFC - PBDC
84%
Closely correlated
+8.34%
MAIN - PBDC
59%
Loosely correlated
+7.71%
HTGC - PBDC
55%
Loosely correlated
+7.70%
CSWC - PBDC
53%
Loosely correlated
+9.56%
ARCC - PBDC
52%
Loosely correlated
+10.42%
More