Putnam BDC Income ETF (PBDC) belongs to the Financials Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with PBDC. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PBDC
PBDC charges 13.49% annually. There are 46 ETFs in the Financials Equities category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity MSCI Financials Index ETF | 0.08% | 2.17B | Oct 2013 | PBDC vs FNCL | |
| State Street Financial Select Sector SPDR ETF | 0.08% | 51.89B | Dec 1998 | PBDC vs XLF | |
| Vanguard Financials ETF | 0.09% | 13.50B | Jan 2004 | PBDC vs VFH | |
| Gabelli Financial Services Opportunities ETF | 0.10% | 50.20M | May 2022 | PBDC vs GABF | |
| Portfolio Building Block European Banks Index ETF | 0.13% | 22.30M | Nov 2025 | PBDC vs PBEU |
Best Risk-Adjusted Alternatives to PBDC
PBDC has a PortfoliosLab risk / return rank of 4. There are 35 ETFs in the Financials Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC Holdings plc ADRhedged ETF | 90 | 5.04M | Oct 2024 | PBDC vs HSBH | |
| Themes Global Systemically Important Banks ETF | 80 | 24.99M | Dec 2023 | PBDC vs GSIB | |
| Invesco KBW Bank ETF | 56 | 6.25B | Nov 2011 | PBDC vs KBWB | |
| iShares MSCI Europe Financials ETF | 47 | 3.69B | Jan 2010 | PBDC vs EUFN | |
| First Trust Nasdaq Bank ETF | 42 | 299.07M | Sep 2016 | PBDC vs FTXO |
Top Performing PBDC Alternatives (YTD)
PBDC is at -11.42% YTD. There are 38 ETFs in the Financials Equities category with higher YTD returns, going as high as 26.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC Holdings plc ADRhedged ETF | 26.93% | 5.04M | Oct 2024 | PBDC vs HSBH | |
| First Trust NASDAQ ABA Community Bank Index Fund | 16.85% | 83.48M | Jun 2009 | PBDC vs QABA | |
| Themes Global Systemically Important Banks ETF | 16.30% | 24.99M | Dec 2023 | PBDC vs GSIB | |
| SPDR S&P Regional Banking ETF | 14.14% | 4.33B | Jun 2006 | PBDC vs KRE | |
| Portfolio Building Block European Banks Index ETF | 13.63% | 22.30M | Nov 2025 | PBDC vs PBEU |
Lowest Volatility Alternatives to PBDC
PBDC has 18.66% 1-year volatility. There are 23 ETFs in the Financials Equities category with lower 1-year volatility, going as low as 9.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverNorth Enhanced Pre-Merger SPAC ETF | 9.43% | 7.14M | Jul 2022 | PBDC vs SPCZ | |
| iShares MSCI Kuwait ETF | 13.57% | 70.62M | Sep 2020 | PBDC vs KWT | |
| iShares Global Financials ETF | 13.90% | 580.15M | Nov 2001 | PBDC vs IXG | |
| iShares U.S. Financials ETF | 14.53% | 3.81B | May 2000 | PBDC vs IYF | |
| State Street Financial Select Sector SPDR ETF | 14.62% | 51.89B | Dec 1998 | PBDC vs XLF |
Lowest Drawdown Alternatives to PBDC
PBDC has a 1-year max drawdown of -20.15%. There are 32 ETFs in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -3.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverNorth Enhanced Pre-Merger SPAC ETF | -3.82% | 7.14M | Jul 2022 | PBDC vs SPCZ | |
| iShares U.S. Insurance ETF | -7.62% | 376.18M | May 2006 | PBDC vs IAK | |
| Invesco KBW Property & Casualty Insurance ETF | -9.56% | 254.21M | Dec 2010 | PBDC vs KBWP | |
| Invesco S&P SmallCap Financials ETF | -9.91% | 26.65M | Apr 2010 | PBDC vs PSCF | |
| iShares Global Financials ETF | -11.33% | 580.15M | Nov 2001 | PBDC vs IXG |
Other ETFs from Franklin Templeton
The 10 most viewed Franklin Templeton ETFs shown here include LVHI, FLIN, FLKR and span 9 categories. AUM among these funds goes as high as $5B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin International Low Volatility High Dividen... | Volatility Hedged Equity, Dividend | 93 | 12.42% | 4.99B | Jul 2016 | PBDC vs LVHI | |
| Franklin FTSE India ETF | Asia Pacific Equities | 4 | -8.37% | 2.55B | Feb 2018 | PBDC vs FLIN | |
| Franklin FTSE South Korea ETF | Asia Pacific Equities | 92 | 97.22% | 1.16B | Nov 2017 | PBDC vs FLKR | |
| Franklin U.S. Low Volatility High Dividend Index E... | Dividend | 40 | 10.55% | 588.56M | Dec 2015 | PBDC vs LVHD | |
| Franklin International Core Dividend Tilt Index ET... | Foreign Large Cap Equities, Dividend | 54 | 10.71% | 2.60B | Jun 2016 | PBDC vs DIVI | |
| Franklin FTSE Japan ETF | Japan Equities | 53 | 15.09% | 3.93B | Nov 2017 | PBDC vs FLJP | |
| Franklin Responsibly Sourced Gold ETF | Gold, Precious Metals | 21 | -4.86% | 437.03M | Jun 2022 | PBDC vs FGDL | |
| Franklin FTSE China ETF | China Equities | 9 | -12.17% | 264.76M | Nov 2017 | PBDC vs FLCH | |
| Franklin FTSE Japan Hedged ETF | Japan Equities | 82 | 20.28% | 171.61M | Nov 2017 | PBDC vs FLJH | |
| Franklin Bitcoin ETF | Cryptocurrency | 2 | -28.83% | 358.90M | Jan 2024 | PBDC vs EZBC |
Often Compared With PBDC
Investors most often compare PBDC with BIZD, SPYI, STOT. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare PBDC with Any Fund or Stock
Compare PBDC with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PBDC with funds that move differently
Putnam BDC Income ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PBDC.
Explore PBDC Diversifiers