IYF
Price
$126.57
Change
+$1.66 (+1.33%)
Updated
Dec 3 closing price
Net Assets
4.2B
Intraday BUY SELL Signals
PBDC
Price
$31.66
Change
+$0.48 (+1.54%)
Updated
Dec 3 closing price
Net Assets
269.63M
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$126.57
Change+$1.66 (+1.33%)
Volume$159.21K
Net Assets4.2B
Putnam BDC Income ETF
Price$31.66
Change+$0.48 (+1.54%)
Volume$60.13K
Net Assets269.63M
IYF vs PBDC Comparison Chart in %
IYF
Daily Signal:
Gain/Loss:
PBDC
Daily Signal:
Gain/Loss:
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VS
IYF vs. PBDC commentary
Dec 04, 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: 4.2B vs. PBDC (270M). IYF has a higher annual dividend yield than PBDC: IYF (14.055) vs PBDC (-2.671). IYF was incepted earlier than PBDC: IYF (26 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 YTD14.055-2.671-526%
Net Assets4.2B270M1,557%
Total Expense Ratio0.3813.493%
Turnover8.0031.0026%
Yield1.2610.2112%
Fund Existence26 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 7 days ago
66%
Bearish Trend 7 days ago
67%
Momentum
ODDS (%)
Bullish Trend 7 days ago
88%
Bullish Trend 7 days ago
89%
MACD
ODDS (%)
Bullish Trend 7 days ago
90%
Bullish Trend 7 days ago
84%
TrendWeek
ODDS (%)
Bullish Trend 7 days ago
87%
Bullish Trend 7 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 7 days ago
82%
Bullish Trend 7 days ago
86%
Advances
ODDS (%)
Bullish Trend 7 days ago
87%
Bullish Trend 7 days ago
86%
Declines
ODDS (%)
Bearish Trend 18 days ago
80%
Bearish Trend 15 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 7 days ago
85%
Bearish Trend 7 days ago
75%
Aroon
ODDS (%)
Bullish Trend 7 days ago
84%
Bearish Trend 7 days ago
59%
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IYF
Daily Signal:
Gain/Loss:
PBDC
Daily Signal:
Gain/Loss:
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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 90% 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%
-0.10%
GS - IYF
90%
Closely correlated
+0.57%
MS - IYF
89%
Closely correlated
+0.35%
JPM - IYF
89%
Closely correlated
-0.35%
AMP - IYF
88%
Closely correlated
+0.41%
PRU - IYF
87%
Closely correlated
-0.33%
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%
-0.03%
OBDC - PBDC
89%
Closely correlated
-0.19%
ARCC - PBDC
87%
Closely correlated
+0.24%
GBDC - PBDC
87%
Closely correlated
+0.21%
BXSL - PBDC
85%
Closely correlated
-0.63%
BCSF - PBDC
85%
Closely correlated
+0.07%
More