IYF
Price
$123.92
Change
-$2.19 (-1.74%)
Updated
Sep 5, 04:59 PM (EDT)
Net Assets
4.07B
PBDC
Price
$33.82
Change
-$0.08 (-0.24%)
Updated
Sep 5, 04:58 PM (EDT)
Net Assets
240.37M
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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$123.92
Change-$2.19 (-1.74%)
Volume$2.41K
Net Assets4.07B
Putnam BDC Income ETF
Price$33.82
Change-$0.08 (-0.24%)
Volume$100
Net Assets240.37M
IYF vs PBDC Comparison Chart in %
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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 vs. PBDC commentary
Sep 06, 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 StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IYF has more net assets: 4.07B vs. PBDC (240M). IYF has a higher annual dividend yield than PBDC: IYF (14.795) vs PBDC (3.195). 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 YTD14.7953.195463%
Net Assets4.07B240M1,697%
Total Expense Ratio0.3913.943%
Turnover8.0031.0026%
Yield1.249.4913%
Fund Existence25 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
79%
Bearish Trend 2 days ago
67%
Momentum
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
89%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
88%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
87%
Advances
ODDS (%)
Bullish Trend 8 days ago
88%
Bullish Trend 8 days ago
88%
Declines
ODDS (%)
Bearish Trend 3 days ago
80%
Bearish Trend 3 days ago
65%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
70%
Aroon
ODDS (%)
Bullish Trend 2 days ago
79%
N/A
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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 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%
+1.17%
GS - IYF
91%
Closely correlated
+2.51%
MS - IYF
89%
Closely correlated
+1.35%
HBAN - IYF
89%
Closely correlated
+1.53%
JPM - IYF
89%
Closely correlated
+1.44%
AMP - IYF
89%
Closely correlated
+0.93%
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%
+0.52%
OBDC - PBDC
88%
Closely correlated
+0.98%
ARCC - PBDC
86%
Closely correlated
+0.22%
GBDC - PBDC
86%
Closely correlated
+0.89%
MAIN - PBDC
85%
Closely correlated
+1.45%
BCSF - PBDC
84%
Closely correlated
+0.38%
More