IYF
Price
$128.76
Change
+$1.08 (+0.85%)
Updated
Feb 4, 02:53 PM (EDT)
Net Assets
4.22B
Intraday BUY SELL Signals
PBDC
Price
$28.90
Change
+$0.03 (+0.10%)
Updated
Feb 4, 03:03 PM (EDT)
Net Assets
241.51M
Intraday BUY SELL Signals
Interact to see
Advertisement

IYF vs PBDC

Header iconIYF vs PBDC Comparison
Open Charts IYF vs PBDCBanner chart's image
iShares US Financials ETF
Price$128.76
Change+$1.08 (+0.85%)
Volume$100
Net Assets4.22B
Putnam BDC Income ETF
Price$28.90
Change+$0.03 (+0.10%)
Volume$1.96K
Net Assets241.51M
IYF vs PBDC Comparison Chart in %
IYF
Daily Signal:
Gain/Loss:
PBDC
Daily Signal:
Gain/Loss:
View a ticker or compare two or three
VS
IYF vs. PBDC commentary
Feb 04, 2026

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.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IYF has more net assets: 4.22B vs. PBDC (242M). IYF has a higher annual dividend yield than PBDC: IYF (-0.970) vs PBDC (-5.654). 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 YTD-0.970-5.65417%
Net Assets4.22B242M1,745%
Total Expense Ratio0.3813.493%
Turnover8.0031.0026%
Yield1.3310.6912%
Fund Existence26 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
Bearish Trend 2 days ago
74%
Bullish Trend 2 days ago
90%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bullish Trend 2 days ago
89%
Bearish Trend 2 days ago
54%
MACD
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
50%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
87%
Bearish Trend 2 days ago
66%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
79%
Bearish Trend 2 days ago
66%
Advances
ODDS (%)
Bullish Trend 14 days ago
87%
Bullish Trend 14 days ago
86%
Declines
ODDS (%)
Bearish Trend 8 days ago
80%
Bearish Trend 2 days ago
68%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
85%
Bullish Trend 2 days ago
88%
View a ticker or compare two or three
Interact to see
Advertisement
IYF
Daily Signal:
Gain/Loss:
PBDC
Daily Signal:
Gain/Loss:
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SSEIX13.800.11
+0.80%
SouthernSun U.S. Equity, I
JFAMX45.110.29
+0.65%
JPMorgan Emerging Markets Equity A
HWVAX13.510.04
+0.30%
Hotchkis & Wiley Sm Cp Divers Val A
VMCCX49.79-0.87
-1.72%
Virtus KAR Mid-Cap Core C
VYRBX17.74-0.86
-4.62%
VY® Baron Growth R6

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%
-0.69%
GS - IYF
91%
Closely correlated
-0.78%
MS - IYF
90%
Closely correlated
-1.18%
JPM - IYF
89%
Closely correlated
+2.18%
AMP - IYF
88%
Closely correlated
-0.40%
SF - IYF
88%
Closely correlated
+0.08%
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%
-2.50%
OBDC - PBDC
88%
Closely correlated
-3.48%
ARCC - PBDC
86%
Closely correlated
-2.00%
GBDC - PBDC
85%
Closely correlated
-1.99%
BXSL - PBDC
85%
Closely correlated
-2.43%
MAIN - PBDC
85%
Closely correlated
-2.10%
More