PBDC vs USOY

APBDC

BUSOY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,258VYM

Lowest cost0.04%VYM · $4 on $10k

Most income57.17%USOY · $5,717 on $10k

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

Held in common[…]PBDC and USOY

Putnam BDC Income ETF · $279MOil Enhanced Options Income ETF · $75M

+5.3%3 years · per year$11,661 · […][…]

[…]5 years · per year[…]

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

11.15%12-mo yield$1,115 · $5,717 on $10k57.17%

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

Yield11.15%57.17%

5 years, per year[…][…]

3 years, per year+5.3%[…]

Worst drop · 1Y−15.6%−25.5%

Volatility · 1Y19.5%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.15%	+0.1%	−5.8%	−2.3%	+5.3%	new	−15.6%	$279M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	57.17%	−1.8%	+53.4%	+52.7%	new	new	−25.5%	$75M

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.15%	+0.1%	−5.8%	−2.3%	+5.3%	new	−15.6%	$279M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	57.17%	−1.8%	+53.4%	+52.7%	new	new	−25.5%	$75M

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