PBDC vs. BOTZ ETF Comparison

Comparison of Putnam BDC Income ETF (PBDC) to Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ)
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

$33.24

Average Daily Volume

36,703

Number of Holdings *

15

* may have additional holdings in another (foreign) market
BOTZ

Global X Robotics & Artificial Intelligence Thematic ETF

BOTZ Description The Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) seeks to invest in companies that potentially stand to benefit from increased adoption and utilization of robotics and artificial intelligence (AI), including those involved with industrial robotics and automation, non-industrial robots, and autonomous vehicles.

Grade (RS Rating)

Last Trade

$32.07

Average Daily Volume

550,077

Number of Holdings *

20

* may have additional holdings in another (foreign) market
Performance
Period PBDC BOTZ
30 Days -0.61% 7.01%
60 Days 5.06% 15.86%
90 Days -3.62% 2.76%
12 Months 20.41% 31.48%
0 Overlapping Holdings
Symbol Grade Weight in PBDC Weight in BOTZ Overlap
PBDC Overweight 15 Positions Relative to BOTZ
Symbol Grade Weight
ARCC A 11.95%
BXSL B 10.14%
MAIN A 9.66%
HTGC B 6.68%
FSK A 6.55%
TSLX B 6.05%
GBDC B 4.91%
BCSF A 4.68%
CION B 3.97%
CCAP C 3.8%
CSWC B 3.31%
BBDC A 2.92%
CGBD B 2.52%
TRIN C 2.1%
FDUS C 1.87%
PBDC Underweight 20 Positions Relative to BOTZ
Symbol Grade Weight
NVDA B -11.84%
ISRG C -9.83%
ABBV C -9.69%
DT B -4.68%
CGNX F -3.08%
PEGA B -2.72%
AVAV B -2.5%
PATH D -2.34%
PRCT D -1.79%
UPST C -1.54%
JBT B -1.39%
AI D -1.25%
OMCL C -0.88%
HLX C -0.74%
APPN C -0.64%
SOUN F -0.43%
PRO F -0.38%
FARO D -0.16%
IRBT D -0.11%
CRNC F -0.06%
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