PBDC vs IVV

APBDC

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

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

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%PBDC and IVV

PBDC

IVV

Putnam BDC Income ETF · $282MiShares Core S&P 500 ETF · $850B

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

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

11.77%Expense ratio$1,177 · $3 on $10k · lower wins0.03%

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

−15.6%Worst dropSmaller wins−8.9%

19.5%VolatilityLower wins13.6%

1–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBDC · IVV

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
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 IVV

PBDC

Putnam BDC Income

[…]

IVV

iShares Core S&P 500

$17,177

MeasurePBDCIVV

Fee11.77%0.03%

Cost on $10k a year$1,177$3

Yield11.30%1.14%

5 years, per year[…]+11.4%

3 years, per year+5.7%+21.8%

Worst drop · 1Y−15.6%−8.9%

Volatility · 1Y19.5%13.6%

4–1measures won
IVV first

0.0%

holdings shared

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

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

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

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