IYF
Price
$121.30
Change
+$0.45 (+0.37%)
Updated
Oct 17 closing price
Net Assets
4.03B
PBDC
Price
$29.99
Change
+$0.27 (+0.91%)
Updated
Oct 17 closing price
Net Assets
236.5M
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$121.30
Change+$0.45 (+0.37%)
Volume$446.48K
Net Assets4.03B
Putnam BDC Income ETF
Price$29.99
Change+$0.27 (+0.91%)
Volume$304K
Net Assets236.5M
IYF vs PBDC Comparison Chart in %
IYF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PBDC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
IYF vs. PBDC commentary
Oct 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 StrongBuy and PBDC is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IYF has more net assets: 4.03B vs. PBDC (237M). IYF has a higher annual dividend yield than PBDC: IYF (10.758) vs PBDC (-6.266). 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 YTD10.758-6.266-172%
Net Assets4.03B237M1,702%
Total Expense Ratio0.3813.493%
Turnover8.0031.0026%
Yield1.2510.1612%
Fund Existence25 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
85%
Bullish Trend 3 days ago
90%
Momentum
ODDS (%)
Bearish Trend 3 days ago
74%
Bearish Trend 6 days ago
60%
MACD
ODDS (%)
Bearish Trend 3 days ago
77%
Bullish Trend 3 days ago
83%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
78%
Bullish Trend 3 days ago
86%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
78%
Bearish Trend 3 days ago
63%
Advances
ODDS (%)
Bullish Trend 6 days ago
88%
Bullish Trend 6 days ago
87%
Declines
ODDS (%)
Bearish Trend 4 days ago
80%
Bearish Trend 4 days ago
66%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
88%
Aroon
ODDS (%)
Bullish Trend 3 days ago
86%
Bearish Trend 3 days ago
40%
View a ticker or compare two or three
Interact to see
Advertisement
IYF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PBDC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FCBSX34.290.21
+0.62%
Franklin Mutual U.S. Mid Cap Value C
FISPX8.900.05
+0.56%
Federated Hermes Max-Cap Index IS
BMSYX15.230.06
+0.40%
MFS Blended Research Mid Cap Eq R6
DRGYX49.730.17
+0.34%
BNY Mellon Dynamic Value Fund Y
WCMLX13.79-0.04
-0.29%
WCM Small Cap Growth Institutional

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%
+0.37%
GS - IYF
90%
Closely correlated
-0.97%
JPM - IYF
89%
Closely correlated
-0.33%
HBAN - IYF
89%
Closely correlated
+0.85%
AMP - IYF
89%
Closely correlated
+0.54%
MS - IYF
88%
Closely correlated
-0.84%
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%
+0.91%
OBDC - PBDC
89%
Closely correlated
+0.48%
ARCC - PBDC
87%
Closely correlated
-0.10%
GBDC - PBDC
86%
Closely correlated
+1.75%
BCSF - PBDC
85%
Closely correlated
+1.68%
BXSL - PBDC
85%
Closely correlated
-0.04%
More