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Compare PBDC vs. IVV
Compare shares and ETFs on the US stock markets that you can trade on Pearler.
Overview
When it comes to investing in the US stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the Putnam BDC Income ETF (PBDC) and the iShares Core S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
PBDC | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | Weekly | Monthly |
Median total investment | $19,346.76 | $862.48 |
Average age group | > 35 | 26 - 35 |
Key Summary
PBDC | IVV | |
|---|---|---|
Strategy | PBDC was created on 2022-09-29 by Putnam. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 276.88m in AUM and 24 holdings. PBDC is actively managed to hold a portfolio of US business development companies (BDCs) whose principal business is to invest in, lend capital to, or provide services to privately held or thinly traded US companies. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 885970.5m in AUM and 505 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Blue Owl Capital Corp Ordinary Shares (10.83 %) Ares Capital Corp (10.42 %) Blue Owl Technology Finance Corp (10.20 %) | NVIDIA CORP (7.92 %) APPLE INC (7.40 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 13.49 % | 0.03 % |
Key Summary
PBDC | IVV | |
|---|---|---|
Issuer | Putnam | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 13.49 % | 0.03 % |
Price | $26.16 USD | $742.34 USD |
Size | $280.936 million | $878.895 billion |
10Y return | N/A | 241.32 % |
Annual distribution yield (5Y) | 8.83 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
PBDC | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | Weekly | Monthly |
Median total investment | $19,346.76 | $862.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
PBDC | IVV | |
|---|---|---|
Pros |
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Cons |
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PBDC | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |