Compare · 3 funds side by side · dividends reinvested

PBDC, SCHD and VOO

PBDCFranklin Templeton×SCHDSchwab×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

PBDC, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

Putnam BDC Income ETFIncome · Dividend stocks11.77%11.34%−7.4%−5.1%+6.7%[…]−15.6%19.4%$279M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PBDC 2022 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Putnam BDC Income ETF · $279M[…]

PBDC

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

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

PBDCMeasureSCHD

−7.4%Year to dateJan 1 → Nov 3+32.8%

−5.1%1 yearTotal return+37.6%

+6.7%3 years · per year$10,000 became $12,146 · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

11.77%Expense ratio$1,177 · $6 a year on $10k · lower is better0.06%

11.34%Trailing 12-mo yield$1,134 · $297 a year on $10k2.97%

−15.6%Worst dropSmaller is better−6.9%

19.4%VolatilityLower is calmer11.4%

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

1–6SCHD wins

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

More Ways to See the Pairs

PBDC vs SCHD: Top 5 Holdings

Today

PBDC

49.3%in top 5

SCHD

in top 521.4%

PBDCStockSCHD

12.2%ARCCnot top 5

9.8%ORCCnot top 5

9.6%OTFnot top 5

9.1%MAINnot top 5

8.6%HTGCnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

PBDC vs SCHD Returns, Every Period

Franklin TempletonPBDC

−5.1%

past year

SCHDSchwab

+37.6%

past year

PBDCSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PBDC vs SCHD

YTD

Franklin TempletonPBDC

−7.4%

SCHDSchwab

+32.8%

−7.4%Year to date+32.8%

−15.6%Worst drop · 1Y−6.9%

19.4%Volatility · 1Y11.4%

11.3%Yield3.0%

$279MAssets$121B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBDC, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

PBDC11.77%$1,177

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PBDC, SCHD, VOO

11.34%highest, PBDC

FundTrailing yieldYield$10k

PBDC11.34%$1,134

SCHD2.97%$297

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VOO$107 − $3 = $104

PBDC$1,134 − $1,177 = −$43

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PBDC, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

PBDCSCHDVOO

PBDC—0.0%0.0%

SCHD0.0%—7.6%

VOO0.0%7.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

VOOWorst drop−8.9%12.7% vol

PBDCWorst drop−15.6%19.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PBDCSCHD

−7.4%Year to date+32.8%

11.3%Yield3.0%

−5.1%Past year+37.6%

11.77%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026