PBDC vs SCHD

APBDC

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,387VYM · SCHD $16,429

Lowest cost0.04%VYM · $4 on $10k

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

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

Held in common0.0%PBDC and SCHD

Putnam BDC Income ETF · $280MSchwab U.S. Dividend Equity ETF · $123B

+4.8%3 years · per year$11,513 · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

11.77%Expense ratio$1,177 · $6 on $10k · lower wins0.06%

11.34%12-mo yield$1,134 · $293 on $10k

Cards for this view

PBDC

Putnam BDC Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasurePBDCSCHD

Fee11.77%0.06%

Cost on $10k a year$1,177$6

Yield11.34%2.93%

5 years, per year[…]+10.4%

3 years, per year+4.8%+19.9%

Worst drop · 1Y−15.6%−6.9%

Volatility · 1Y19.5%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
3	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.34%	−1.7%	−7.4%	−4.4%	+4.8%	new	−15.6%	$280M

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
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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