OCFS vs. PBDC ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to Putnam BDC Income ETF (PBDC)
OCFS
Professionally Managed Portfolios Otter Creek Focus Strategy ETF
OCFS Description
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.
Grade (RS Rating)
Last Trade
$28.08
Average Daily Volume
1,237
20
PBDC
Putnam BDC Income ETF
PBDC Description
Putnam BDC Income ETF is an exchange traded fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across business development companies sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. Putnam BDC Income ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$33.81
Average Daily Volume
39,882
15
Performance
| Period | OCFS | PBDC |
|---|---|---|
| 30 Days | 0.57% | 0.21% |
| 60 Days | 5.02% | 0.12% |
| 90 Days | 9.91% | 2.08% |
| 12 Months | 16.48% |
0 Overlapping Holdings
| Symbol | Grade | Weight in OCFS | Weight in PBDC | Overlap |
|---|
OCFS Overweight 20 Positions Relative to PBDC
OCFS: Top Represented Industries & Keywords
PBDC: Top Represented Industries & Keywords
Compare ETFs
