IYF
Price
$121.33
Change
+$0.48 (+0.40%)
Updated
Oct 17, 04:59 PM (EDT)
Net Assets
4.02B
Intraday Buy/Sell Signals
PBDC
Price
$29.91
Change
+$0.19 (+0.64%)
Updated
Oct 17, 04:59 PM (EDT)
Net Assets
226.35M
Intraday Buy/Sell Signals
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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$121.33
Change+$0.48 (+0.40%)
Volume$1.36K
Net Assets4.02B
Putnam BDC Income ETF
Price$29.91
Change+$0.19 (+0.64%)
Volume$1.78K
Net Assets226.35M
IYF vs PBDC Comparison Chart in %
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
Oct 18, 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: 4.02B vs. PBDC (226M). IYF has a higher annual dividend yield than PBDC: IYF (10.348) vs PBDC (-7.110). IYF was incepted earlier than PBDC: IYF (25 years) vs PBDC (3 years). IYF (0.38) has a lower expense ratio than PBDC (13.49). PBDC has a higher turnover IYF (8.00) vs IYF (8.00).
IYFPBDCIYF / PBDC
Gain YTD10.348-7.110-146%
Net Assets4.02B226M1,777%
Total Expense Ratio0.3813.493%
Turnover8.0031.0026%
Yield1.2510.1612%
Fund Existence25 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
85%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 4 days ago
60%
MACD
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 4 days ago
61%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
78%
Bullish Trend 2 days ago
86%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
63%
Advances
ODDS (%)
Bullish Trend 4 days ago
88%
Bullish Trend 4 days ago
87%
Declines
ODDS (%)
Bearish Trend 2 days ago
80%
Bearish Trend 2 days ago
66%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bullish Trend 2 days ago
85%
Bearish Trend 2 days ago
40%
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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%
-2.92%
GS - IYF
91%
Closely correlated
-1.28%
MS - IYF
90%
Closely correlated
-1.62%
JPM - IYF
89%
Closely correlated
-2.34%
AMP - IYF
89%
Closely correlated
-2.81%
HBAN - IYF
88%
Closely correlated
-5.18%
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 89% 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%
-2.08%
OBDC - PBDC
89%
Closely correlated
-2.56%
ARCC - PBDC
87%
Closely correlated
-2.59%
GBDC - PBDC
86%
Closely correlated
-1.51%
BCSF - PBDC
85%
Closely correlated
-2.36%
MAIN - PBDC
85%
Closely correlated
-1.58%
More