Putnam BDC Income ETF (PBDC) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PBDC
PBDC charges 6.79% annually. Among ETFs in the Financials Equities category, these options have the lowest expense ratios among PBDC alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity MSCI Financials Index ETF | 0.08% | Oct 21, 2013 | PBDC vs FNCL | |
| Vanguard Financials ETF | 0.10% | Jan 26, 2004 | PBDC vs VFH | |
| Gabelli Financial Services Opportunities ETF | 0.10% | May 9, 2022 | PBDC vs GABF | |
| Financial Select Sector SPDR Fund | 0.13% | Dec 16, 1998 | PBDC vs XLF | |
| Invesco S&P SmallCap Financials ETF | 0.29% | Apr 7, 2010 | PBDC vs PSCF |
Best Risk-Adjusted Alternatives to PBDC
Among ETFs in the Financials Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Themes Global Systemically Important Banks ETF | 86 | Dec 14, 2023 | PBDC vs GSIB | |
| RiverNorth Enhanced Pre-Merger SPAC ETF | 75 | Jul 11, 2022 | PBDC vs SPCZ | |
| iShares MSCI Europe Financials ETF | 70 | Jan 20, 2010 | PBDC vs EUFN | |
| Invesco KBW Bank ETF | 67 | Nov 1, 2011 | PBDC vs KBWB | |
| Invesco Bloomberg Financial Data Providers ETF | 55 | Nov 1, 2011 | PBDC vs FDIQ |
Top Performing PBDC Alternatives (YTD)
PBDC alternatives from the Financials Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Invesco Bloomberg Financial Data Providers ETF | 11.45% | Nov 1, 2011 | PBDC vs FDIQ | |
| First Trust NASDAQ ABA Community Bank Index Fund | 3.40% | Jun 29, 2009 | PBDC vs QABA | |
| SPDR S&P Regional Banking ETF | 1.11% | Jun 19, 2006 | PBDC vs KRE | |
| RiverNorth Enhanced Pre-Merger SPAC ETF | -0.15% | Jul 11, 2022 | PBDC vs SPCZ | |
| Invesco S&P SmallCap Financials ETF | -0.43% | Apr 7, 2010 | PBDC vs PSCF |
Lowest Volatility Alternatives to PBDC
PBDC alternatives from the Financials Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| RiverNorth Enhanced Pre-Merger SPAC ETF | 6.25% | Jul 11, 2022 | PBDC vs SPCZ | |
| iShares MSCI Kuwait ETF | 14.87% | Sep 1, 2020 | PBDC vs KWT | |
| T. Rowe Price Financials ETF | 15.50% | Jun 11, 2025 | PBDC vs TFNS | |
| FT Confluence BDC & Specialty Finance Income ETF | 17.36% | Jun 30, 2025 | PBDC vs FBDC | |
| iShares Global Financials ETF | 18.12% | Nov 12, 2001 | PBDC vs IXG |
Lowest Drawdown Alternatives to PBDC
PBDC alternatives from the Financials Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| RiverNorth Enhanced Pre-Merger SPAC ETF | -3.50% | Jul 11, 2022 | PBDC vs SPCZ | |
| iShares MSCI Kuwait ETF | -11.54% | Sep 1, 2020 | PBDC vs KWT | |
| iShares U.S. Insurance ETF | -11.58% | May 5, 2006 | PBDC vs IAK | |
| Invesco KBW Property & Casualty Insurance ETF | -11.59% | Dec 2, 2010 | PBDC vs KBWP | |
| SPDR S&P Insurance ETF | -12.25% | Nov 8, 2005 | PBDC vs KIE |
Other ETFs from Putnam
Most popular Putnam ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Focused Large Cap Value ETF | Large Cap Value Equities | 81 | 1.82% | May 25, 2021 | PBDC vs PVAL | |
| Putnam ESG Ultra Short ETF | Ultrashort Bond, ESG | 99 | 0.56% | Jan 19, 2023 | PBDC vs PULT | |
| Putnam Emerging Markets Ex-China ETF | Emerging Markets Diversified | 94 | 9.03% | May 17, 2023 | PBDC vs PEMX | |
| Putnam ESG High Yield ETF - | High Yield Bonds | 83 | -0.36% | Jan 19, 2023 | PBDC vs PHYD | |
| Putnam Panagora ESG Emerging Markets Equity ETF - | Emerging Markets Diversified | 86 | 5.27% | Jan 19, 2023 | PBDC vs PPEM | |
| Putnam ESG Core Bond ETF - | Intermediate Core Bond | 61 | 0.33% | Jan 19, 2023 | PBDC vs PCRB | |
| Putnam Panagora ESG International Equity ETF - | Foreign Large Cap Equities | 65 | -1.27% | Jan 19, 2023 | PBDC vs PPIE |
Often Compared With PBDC
What investors most often compare with PBDC, 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.