AVUC vs PBDC
Avantis US Core Equity ETF vs Putnam BDC Income ETF
Which is better, AVUC or PBDC?
AVUC costs less.
AVUC has a lower expense ratio. AVUC is less concentrated, with 36.4% of the fund in its ten largest positions against 71.7%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVUC | PBDC |
|---|---|---|
| Expense Ratio | 0.17%Best | 11.77% |
| AUM | - | $275M |
| Dividend Yield | 0.00% | 11.41% |
| Holdings | 1,568 | 26 |
| YTD Return | -0.65%Best | -7.50% |
| 1Y Return | - | -3.67% |
| 3Y Return (annualized) | - | +4.40% |
| Top 10 Weight | 36.4%Best | 71.7% |
| Fund Family | Avantis Investors | Putnam Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 13, 2026 | Sep 29, 2022 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
AVUC vs PBDC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AVUC vs PBDC Performance
Avantis US Core Equity ETF (AVUC) is an ETF from Avantis Investors and Putnam BDC Income ETF (PBDC) is an ETF from Putnam Investments. Year to date, AVUC is down 0.65% versus a loss of 7.50% for PBDC.
Past performance does not guarantee future results.
Fees and Cost Over Time
AVUC charges 0.17% per year while PBDC charges 11.77%. On a $10,000 position that is $17 vs $1177 annually, a gap of $1160 per year that compounds over a long holding period. On income, AVUC currently yields 0.00% against 11.41% for PBDC.
Holdings Overlap
We hold position weights for 1,568 holdings in AVUC and 26 in PBDC, totalling 98.6% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 26 in PBDC, against full books of 1,568 and 26.
What only one of them owns
Measured across the 1,568 and 26 positions we hold weights for.
AVUC holds 554 positions PBDC does not, 96.5% of the fund.
Largest: IWF 6.84%, IWD 5.81%, AAPL 5.32%, MSFT 3.97%, NVDA 3.91%
You are not choosing between two funds in isolation.
Whichever of AVUC and PBDC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVUC or PBDC?
AVUC has an expense ratio of 0.17% while PBDC charges 11.77%. AVUC is the cheaper option, by $1160 a year on a $10,000 investment.
Which pays a higher dividend, AVUC or PBDC?
AVUC yields 0.00% while PBDC yields 11.41%, so PBDC currently pays the higher dividend yield.
Is PBDC better than AVUC?
AVUC has a lower expense ratio. AVUC is less concentrated, with 36.4% of the fund in its ten largest positions against 71.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.