PBDC vs. IAT ETF Comparison
Comparison of Putnam BDC Income ETF (PBDC) to iShares U.S. Regional Banks ETF (IAT)
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
$33.55
Average Daily Volume
31,966
15
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$46.15
Average Daily Volume
330,643
34
Performance
| Period | PBDC | IAT |
|---|---|---|
| 30 Days | -0.15% | -4.36% |
| 60 Days | 2.66% | 3.91% |
| 90 Days | -2.51% | 12.36% |
| 12 Months | 19.35% | 46.88% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PBDC | Weight in IAT | Overlap |
|---|
PBDC Underweight 34 Positions Relative to IAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| PNC | C | -14.34% | |
| USB | C | -13.9% | |
| TFC | D | -10.97% | |
| FITB | C | -4.96% | |
| MTB | C | -4.62% | |
| FCNCA | D | -4.61% | |
| HBAN | C | -4.35% | |
| RF | C | -4.26% | |
| CFG | D | -3.76% | |
| KEY | C | -3.2% | |
| EWBC | D | -2.31% | |
| WAL | C | -1.93% | |
| FHN | D | -1.73% | |
| WBS | D | -1.66% | |
| CMA | C | -1.65% | |
| PNFP | D | -1.54% | |
| SSB | C | -1.52% | |
| BPOP | D | -1.47% | |
| CFR | D | -1.47% | |
| CBSH | D | -1.46% | |
| WTFC | C | -1.45% | |
| ZION | D | -1.43% | |
| PB | D | -1.39% | |
| SNV | D | -1.31% | |
| GBCI | D | -1.06% | |
| FNB | D | -1.04% | |
| UBSI | D | -1.04% | |
| HOMB | D | -1.03% | |
| FFIN | D | -0.99% | |
| UMBF | C | -0.95% | |
| OZK | F | -0.91% | |
| VLY | C | -0.78% | |
| BOKF | D | -0.48% | |
| TFSL | D | -0.14% |
PBDC: Top Represented Industries & Keywords
IAT: Top Represented Industries & Keywords
Compare ETFs
