PBDC vs DGRO

APBDC

BDGRO

Measures won1–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income11.30%PBDC · $1,130 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.0%PBDC and DGRO

PBDC

DGRO

Putnam BDC Income ETF · $282MiShares Core Dividend Growth ETF · $44.9B

+5.7%3 years · per year$11,818 · $17,593+20.7%

[…]5 years · per year[…] · $16,835+11.0%

11.77%Expense ratio$1,177 · $8 on $10k · lower wins0.08%

11.30%12-mo yield$1,130 · $187 on $10k1.87%

−15.6%Worst dropSmaller wins−6.5%

19.5%VolatilityLower wins10.2%

1–4DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBDC · DGRO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	APBDC	Putnam BDC Income ETFRead Desk		11.77%	11.30%	−0.4%	−7.0%	−4.2%	+5.7%	new	−15.6%	$282M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	APBDC	Putnam BDC Income ETFRead Desk		11.77%	11.30%	−0.4%	−7.0%	−4.2%	+5.7%	new	−15.6%	$282M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PBDC vs DGRO

PBDC

Putnam BDC Income

[…]

DGRO

iShares Core Dividend Growth

$16,835

MeasurePBDCDGRO

Fee11.77%0.08%

Cost on $10k a year$1,177$8

Yield11.30%1.87%

5 years, per year[…]+11.0%

3 years, per year+5.7%+20.7%

Worst drop · 1Y−15.6%−6.5%

Volatility · 1Y19.5%10.2%

4–1measures won
DGRO first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PBDC, DGRO

Today

0.0%most shared, PBDC and DGRO

PBDCDGRO

PBDC—0.0%

DGRO0.0%—

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

PBDC$1,130 − $1,177 = −$47

KeptFee

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