Compare · 2 funds side by side · dividends reinvested

PBDC and IVV

PBDCFranklin Templeton×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

PBDC and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.1

Putnam BDC Income ETFIncome · Dividend stocks11.77%11.30%−7.0%−4.2%+5.7%[…]−15.6%19.5%$282M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PBDC 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Putnam BDC Income ETF · $282M[…]

PBDC

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PBDCMeasureIVV

−7.0%Year to dateJan 1 → Nov 6+8.7%

−4.2%1 yearTotal return+9.8%

+5.7%3 years · per year$10,000 became $11,818 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

11.77%Expense ratio$1,177 · $3 a year on $10k · lower is better0.03%

11.30%Trailing 12-mo yield$1,130 · $114 a year on $10k1.14%

−15.6%Worst dropSmaller is better−8.9%

19.5%VolatilityLower is calmer13.6%

PBDCIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBDC vs IVV: Top 5 Holdings

Today

PBDC

49.3%in top 5

IVV

in top 527.8%

PBDCStockIVV

12.2%ARCCnot top 5

10.0%OBDCnot top 5

9.4%OTFnot top 5

9.1%MAINnot top 5

8.5%HTGCnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

PBDC vs IVV Returns, Every Period

Franklin TempletonPBDC

−4.2%

past year

IVViShares

+9.8%

past year

PBDCIVVFaded: behind in that period

0–3IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: PBDC vs IVV

YTD

Franklin TempletonPBDC

−7.0%

IVViShares

+8.7%

−7.0%Year to date+8.7%

−15.6%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.6%

11.3%Yield1.1%

$282MAssets$850B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBDC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PBDC11.77%$1,177

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PBDC, IVV

11.30%highest, PBDC

FundTrailing yieldYield$10k

PBDC11.30%$1,130

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

PBDC$1,130 − $1,177 = −$47

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PBDC, IVV

Today

0.0%most shared, PBDC and IVV

PBDCIVV

PBDC—0.0%

IVV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

PBDCWorst drop−15.6%19.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PBDCIVV

−7.0%Year to date+8.7%

11.3%Yield1.1%

−4.2%Past year+9.8%

11.77%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026