PBDC vs IVV

APBDC

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · VTI $16,543

Lowest cost0.03%IVV · $3 on $10k

Most income11.34%PBDC · $1,134 on $10k

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

Held in common0.0%PBDC and IVV

Putnam BDC Income ETF · $280MiShares Core S&P 500 ETF · $883B

+4.8%3 years · per year$11,513 · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

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

11.34%12-mo yield$1,134 · $110 on $10k

Cards for this view

PBDC

Putnam BDC Income

[…]

IVV

iShares Core S&P 500

$17,398

MeasurePBDCIVV

Fee11.77%0.03%

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

Yield11.34%1.10%

5 years, per year[…]+11.7%

3 years, per year+4.8%+21.7%

Worst drop · 1Y−15.6%−8.9%

Volatility · 1Y19.5%13.7%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.34%	−1.7%	−7.4%	−4.4%	+4.8%	new	−15.6%	$280M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.34%	−1.7%	−7.4%	−4.4%	+4.8%	new	−15.6%	$280M

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