PBDC vs CGDV

APBDC

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,258VYM

Lowest cost0.04%VYM · $4 on $10k

Most income11.15%PBDC · $1,115 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%PBDC and CGDV

Putnam BDC Income ETF · $279MCapital Group Dividend Value ETF · $37.8B

+5.3%3 years · per year$11,661 · $18,754+23.3%

[…]5 years · per year[…]

11.77%Expense ratio$1,177 · $33 on $10k · lower wins0.33%

11.15%12-mo yield$1,115 · $124 on $10k1.24%

Cards for this view

PBDC

Putnam BDC Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasurePBDCCGDV

Fee11.77%0.33%

Cost on $10k a year$1,177$33

Yield11.15%1.24%

5 years, per year[…][…]

3 years, per year+5.3%+23.3%

Worst drop · 1Y−15.6%−9.7%

Volatility · 1Y19.5%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.15%	+0.1%	−5.8%	−2.3%	+5.3%	new	−15.6%	$279M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.15%	+0.1%	−5.8%	−2.3%	+5.3%	new	−15.6%	$279M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

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