PBDC vs IVV5YPBDCPBDCAvsBIVVIVVPutnam BDC Income ETF · $279MiShares Core S&P 500 ETF · $879BReturns · dividends in+5.0%3 years · per year$11,568 · $17,931+21.5%[…]5 years · per year[…] · $17,265+11.5%Cost and income11.77%Expense ratio$1,177 · $3 on $10k · lower wins0.03%11.29%12-mo yield$1,129 · $111 on $10k
Overlap: PBDC, IVV, QQQToday52.5%most shared, IVV and QQQPBDCIVVQQQPBDC—0.0%0.0%IVV0.0%—52.5%QQQ0.0%52.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
PBDC vs IVV5YAPBDCPutnam BDC Income[…]vsIVVBiShares Core S&P 500$17,265MeasurePBDCIVVFee11.77%0.03%Cost on $10k a year$1,177$3Yield11.29%1.11%5 years, per year[…]+11.5%3 years, per year+5.0%+21.5%Worst drop · 1Y−15.6%−8.9%Volatility · 1Y19.5%13.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1QQQInvesco QQQ Trust, Series 1ReadDesk0.18%0.45%−1.2%+11.1%+10.0%+22.9%+11.9%−14.8%$473.8B2BIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B3APBDCPutnam BDC Income ETFReadDesk11.77%11.29%+0.4%−7.0%−4.5%+5.0%new−15.6%$279MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1QQQInvesco QQQ Trust, Series 1ReadDesk0.18%0.45%−1.2%+11.1%+10.0%+22.9%+11.9%−14.8%$473.8B2BIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B3APBDCPutnam BDC Income ETFReadDesk11.77%11.29%+0.4%−7.0%−4.5%+5.0%new−15.6%$279MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
QQQM vs QQQYTDInvescoQQQMIA+11.1%vsBIQQQInvesco+11.1%Jan 1Nov 13+11.1%+11.1%+11.1%Year to date+11.1%0.15% · $15Fee · on $10k a year0.18% · $18$109BAssets$474B1–0QQQM winsEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$879B0–0levelEnd-of-day Nov 13, 2026
Overlap: PBDC, IVV, QQQToday52.5%most shared, IVV and QQQPBDCIVVQQQPBDC—0.0%0.0%IVV0.0%—52.5%QQQ0.0%52.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108QQQ$45 − $18 = $27PBDC$1,129 − $1,177 = −$48KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee