PBDC vs. QQQI

In the year-to-date period, PBDC achieves a -3.33% return, which is significantly lower than QQQI's 0.33% return.

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PBDC has a 6.79% expense ratio, which is higher than QQQI's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam BDC Income ETF (PBDC) and NEOS Nasdaq 100 High Income ETF (QQQI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PBDC Sharpe Ratio is 0.19, which is lower than the QQQI Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of PBDC and QQQI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PBDC has not paid dividends to shareholders, while QQQI's dividend yield for the trailing twelve months is around 14.56%.

The maximum PBDC drawdown since its inception was -20.28%, roughly equal to the maximum QQQI drawdown of -20.00%. Use the drawdown chart below to compare losses from any high point for PBDC and QQQI. For additional features, visit the drawdowns tool.

Putnam BDC Income ETF (PBDC) and NEOS Nasdaq 100 High Income ETF (QQQI) have volatilities of 6.45% and 6.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.