IYF
Price
$124.47
Change
-$1.84 (-1.46%)
Updated
Nov 13, 04:59 PM (EDT)
Net Assets
4.05B
Intraday BUY SELL Signals
PBDC
Price
$30.32
Change
-$0.26 (-0.85%)
Updated
Nov 13, 04:59 PM (EDT)
Net Assets
251.91M
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$124.47
Change-$1.84 (-1.46%)
Volume$5.35K
Net Assets4.05B
Putnam BDC Income ETF
Price$30.32
Change-$0.26 (-0.85%)
Volume$150
Net Assets251.91M
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
Nov 14, 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 Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IYF has more net assets: 4.05B vs. PBDC (252M). IYF has a higher annual dividend yield than PBDC: IYF (15.333) vs PBDC (-4.390). 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 YTD15.333-4.390-349%
Net Assets4.05B252M1,606%
Total Expense Ratio0.3813.493%
Turnover8.0031.0026%
Yield1.3010.3912%
Fund Existence25 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IYFPBDC
RSI
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
89%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
74%
Bullish Trend 2 days ago
89%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
61%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
86%
Advances
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
86%
Declines
ODDS (%)
Bearish Trend 23 days ago
80%
Bearish Trend 8 days ago
68%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
75%
Bullish Trend 4 days ago
69%
Aroon
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 2 days ago
45%
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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%
+1.06%
GS - IYF
90%
Closely correlated
+3.54%
MS - IYF
89%
Closely correlated
+2.05%
JPM - IYF
89%
Closely correlated
+1.52%
AMP - IYF
88%
Closely correlated
+1.20%
PRU - IYF
87%
Closely correlated
+0.98%
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%
+0.43%
OBDC - PBDC
89%
Closely correlated
+0.25%
ARCC - PBDC
87%
Closely correlated
+0.34%
GBDC - PBDC
87%
Closely correlated
+0.65%
BXSL - PBDC
85%
Closely correlated
+0.45%
BCSF - PBDC
85%
Closely correlated
+2.04%
More