PBDC vs VYM

APBDC

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

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

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

Held in common0.0%PBDC and VYM

PBDC

VYM

Putnam BDC Income ETF · $276MVanguard High Dividend Yield ETF · $78.9B

+6.5%3 years · per year$12,064 · $17,266+20.0%

[…]5 years · per year[…] · $17,002+11.2%

11.77%Expense ratio$1,177 · $4 on $10k · lower wins0.04%

11.25%12-mo yield$1,125 · $230 on $10k2.30%

−15.6%Worst dropSmaller wins−6.7%

19.5%VolatilityLower wins10.6%

1–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBDC · VYM

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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 VYM

PBDC

Putnam BDC Income

[…]

VYM

Vanguard High Dividend Yield

$17,002

MeasurePBDCVYM

Fee11.77%0.04%

Cost on $10k a year$1,177$4

Yield11.25%2.30%

5 years, per year[…]+11.2%

3 years, per year+6.5%+20.0%

Worst drop · 1Y−15.6%−6.7%

Volatility · 1Y19.5%10.6%

4–1measures won
VYM first

0.0%

holdings shared

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

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

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

Overlap: PBDC, VYM

Today

0.0%most shared, PBDC and VYM

PBDCVYM

PBDC—0.0%

VYM0.0%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

PBDC$1,125 − $1,177 = −$52

KeptFee

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