IYF
Price
$115.80
Change
+$0.98 (+0.85%)
Updated
Jan 17 closing price
Net Assets
3.85B
PBDC
Price
$35.03
Change
+$0.03 (+0.09%)
Updated
Jan 17 closing price
Net Assets
158.99M
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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$115.80
Change+$0.98 (+0.85%)
Volume$187.01K
Net Assets3.85B
Putnam BDC Income ETF
Price$35.03
Change+$0.03 (+0.09%)
Volume$63.98K
Net Assets158.99M
IYF vs PBDC Comparison Chart
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IYF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PBDC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
IYF vs. PBDC commentary
Jan 19, 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.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IYF has more net assets: 3.86B vs. PBDC (159M). IYF has a higher annual dividend yield than PBDC: IYF (4.721) vs PBDC (1.772). 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 YTD4.7211.772266%
Net Assets3.86B159M2,425%
Total Expense RatioN/AN/A-
Turnover14.0029.0048%
Yield1.469.1916%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
Bullish Trend 11 days ago
90%
Bearish Trend 11 days ago
63%
Stochastic
ODDS (%)
Bullish Trend 11 days ago
90%
Bearish Trend 11 days ago
77%
Momentum
ODDS (%)
Bullish Trend 11 days ago
90%
Bullish Trend 11 days ago
84%
MACD
ODDS (%)
N/A
Bearish Trend 11 days ago
76%
TrendWeek
ODDS (%)
Bullish Trend 11 days ago
88%
Bearish Trend 11 days ago
58%
TrendMonth
ODDS (%)
Bearish Trend 11 days ago
78%
Bullish Trend 11 days ago
87%
Advances
ODDS (%)
Bullish Trend 24 days ago
89%
Bullish Trend 17 days ago
88%
Declines
ODDS (%)
Bearish Trend 12 days ago
78%
Bearish Trend 11 days ago
55%
BollingerBands
ODDS (%)
N/A
N/A
Aroon
ODDS (%)
Bearish Trend 11 days ago
77%
Bullish Trend 11 days ago
88%
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IYF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PBDC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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IYF and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYF
1D Price
Change %
IYF100%
+0.85%
WTFC - IYF
82%
Closely correlated
+1.20%
FNB - IYF
82%
Closely correlated
+1.83%
RF - IYF
81%
Closely correlated
-1.31%
BAC - IYF
81%
Closely correlated
-0.24%
HBAN - IYF
81%
Closely correlated
+1.01%
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%
+0.09%
MAIN - PBDC
59%
Loosely correlated
-0.73%
HTGC - PBDC
55%
Loosely correlated
+0.39%
CSWC - PBDC
53%
Loosely correlated
-0.13%
ARCC - PBDC
52%
Loosely correlated
+0.78%
OBDC - PBDC
51%
Loosely correlated
-0.40%
More