PBDC vs USOY

APBDC

BUSOY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,091DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income54.32%USOY · $5,432 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common[…]PBDC and USOY

Putnam BDC Income ETF · $279MOil Enhanced Options Income ETF · $73M

+4.8%3 years · per year$11,513 · […][…]

[…]5 years · per year[…]

11.77%Expense ratio$1,177 · $112 on $10k · lower wins1.12%

11.34%12-mo yield$1,134 · $5,432 on $10k54.32%

Cards for this view

PBDC

Putnam BDC Income

[…]

USOY

Oil Enhanced Options Income

[…]

MeasurePBDCUSOY

Fee11.77%1.12%

Cost on $10k a year$1,177$112

Yield11.34%54.32%

5 years, per year[…][…]

3 years, per year+4.8%[…]

Worst drop · 1Y−15.6%−25.5%

Volatility · 1Y19.5%

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	−0.2%	+19.6%	+21.4%	+20.7%	+11.3%	−6.5%	$45.9B
2	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.34%	−1.7%	−7.4%	−4.4%	+4.8%	new	−15.6%	$279M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.32%	+3.0%	+58.5%	+55.6%	new	new	−25.5%	$73M

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	−0.2%	+19.6%	+21.4%	+20.7%	+11.3%	−6.5%	$45.9B
2	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.34%	−1.7%	−7.4%	−4.4%	+4.8%	new	−15.6%	$279M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.32%	+3.0%	+58.5%	+55.6%	new	new	−25.5%	$73M

Loading…