PBDC vs SPY

APBDC

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income11.25%PBDC · $1,125 on $10k

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

Held in common0.0%PBDC and SPY

PBDC

SPY

Putnam BDC Income ETF · $276MState Street SPDR S&P 500 ETF · $805B

+6.5%3 years · per year$12,064 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

11.77%Expense ratio$1,177 · $9 on $10k · lower wins0.09%

11.25%12-mo yield$1,125 · $103 on $10k1.03%

−15.6%Worst dropSmaller wins−8.9%

19.5%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBDC · SPY

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

Held in common0.0%

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	APBDC	Putnam BDC Income ETFRead Desk		11.77%	11.25%	−1.2%	−6.7%	−4.2%	+6.5%	new	−15.6%	$276M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	APBDC	Putnam BDC Income ETFRead Desk		11.77%	11.25%	−1.2%	−6.7%	−4.2%	+6.5%	new	−15.6%	$276M

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

Cards for this view

PBDC vs SPY

PBDC

Putnam BDC Income

[…]

SPY

SPDR S&P 500

$17,099

MeasurePBDCSPY

Fee11.77%0.09%

Cost on $10k a year$1,177$9

Yield11.25%1.03%

5 years, per year[…]+11.3%

3 years, per year+6.5%+22.0%

Worst drop · 1Y−15.6%−8.9%

Volatility · 1Y19.5%13.6%

4–1measures won
SPY first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PBDC, SPY

Today

0.0%most shared, PBDC and SPY

PBDCSPY

PBDC—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PBDC$1,125 − $1,177 = −$52

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee