PBDC vs VOO

APBDC

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income11.12%PBDC · $1,112 on $10k

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

Held in common0.0%PBDC and VOO

PBDC

VOO

Putnam BDC Income ETF · $279MVanguard S&P 500 ETF · $1.00T

+7.0%3 years · per year$12,255 · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

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

11.12%12-mo yield$1,112 · $105 on $10k1.05%

−15.6%Worst dropSmaller wins−8.9%

19.5%VolatilityLower wins12.8%

1–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBDC · VOO

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

Held in common0.0%

End-of-day Nov 4, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	APBDC	Putnam BDC Income ETFRead Desk		11.77%	11.12%	+2.0%	−5.6%	−3.2%	+7.0%	new	−15.6%	$279M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	APBDC	Putnam BDC Income ETFRead Desk		11.77%	11.12%	+2.0%	−5.6%	−3.2%	+7.0%	new	−15.6%	$279M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PBDC vs VOO

PBDC

Putnam BDC Income

[…]

VOO

Vanguard S&P 500

$18,115

MeasurePBDCVOO

Fee11.77%0.03%

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

Yield11.12%1.05%

5 years, per year[…]+12.6%

3 years, per year+7.0%+24.2%

Worst drop · 1Y−15.6%−8.9%

Volatility · 1Y19.5%12.8%

4–1measures won
VOO first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: PBDC, VOO

Today

0.0%most shared, PBDC and VOO

PBDCVOO

PBDC—0.0%

VOO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

PBDC$1,112 − $1,177 = −$65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee