IYF
Price
$126.76
Change
+$1.04 (+0.83%)
Updated
Sep 26 closing price
Net Assets
4.1B
PBDC
Price
$31.95
Change
-$0.23 (-0.71%)
Updated
Sep 26 closing price
Net Assets
231.91M
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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$126.76
Change+$1.04 (+0.83%)
Volume$99.58K
Net Assets4.1B
Putnam BDC Income ETF
Price$31.95
Change-$0.23 (-0.71%)
Volume$91.76K
Net Assets231.91M
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 29, 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: 4.1B vs. PBDC (232M). IYF has a higher annual dividend yield than PBDC: IYF (15.744) vs PBDC (-2.741). 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 YTD15.744-2.741-574%
Net Assets4.1B232M1,767%
Total Expense Ratio0.3913.943%
Turnover8.0031.0026%
Yield1.249.4913%
Fund Existence25 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
N/A
Bullish Trend 3 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
73%
Bullish Trend 3 days ago
90%
Momentum
ODDS (%)
Bullish Trend 3 days ago
90%
Bearish Trend 3 days ago
57%
MACD
ODDS (%)
Bearish Trend 3 days ago
82%
Bearish Trend 3 days ago
61%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
78%
Bearish Trend 3 days ago
64%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
83%
Bearish Trend 3 days ago
61%
Advances
ODDS (%)
Bullish Trend 10 days ago
88%
Bullish Trend 10 days ago
88%
Declines
ODDS (%)
Bearish Trend 4 days ago
80%
Bearish Trend 5 days ago
65%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
87%
Bullish Trend 3 days ago
90%
Aroon
ODDS (%)
Bullish Trend 3 days ago
79%
Bullish Trend 3 days ago
90%
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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%
+0.83%
GS - IYF
91%
Closely correlated
+0.98%
JPM - IYF
89%
Closely correlated
+0.83%
MS - IYF
89%
Closely correlated
+0.73%
HBAN - IYF
89%
Closely correlated
+0.58%
AMP - IYF
88%
Closely correlated
+1.49%
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%
-0.72%
OBDC - PBDC
89%
Closely correlated
-0.97%
ARCC - PBDC
87%
Closely correlated
-0.49%
GBDC - PBDC
86%
Closely correlated
+0.29%
MAIN - PBDC
85%
Closely correlated
+0.05%
BXSL - PBDC
84%
Closely correlated
-1.17%
More