PBDC vs VYM

PBDC vs VYM

Which is better, PBDC or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 71.6%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricPBDCVYM
Expense Ratio13.49%0.04%Best
AUM$314M$81.6B
Dividend Yield11.60%2.24%
Holdings28613
YTD Return-4.81%+14.33%Best
1Y Return-8.74%+20.01%Best
3Y Return (annualized)+6.44%+18.43%Best
5Y Return (annualized)-+12.16%
Volatility (annualized)14.6%12.6%Best
Max Drawdown-20.5%-14.5%Best
$10,000 over 3.9 years$16,168$19,070Best
Top 10 Weight71.6%25.9%Best
Fund FamilyPutnam InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionSep 29, 2022Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Sep 30, 2022 to Sep 8, 2026 (3.9 years).

PBDC vs VYM 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 covers the 3.9 years both funds cover.

PBDC vs VYM Performance

Putnam BDC Income ETF (PBDC) is an ETF from Putnam Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PBDC returned -8.74% while VYM returned +20.01%. Year to date, PBDC is down 4.81% versus a gain of 14.33% for VYM.

Over three years, PBDC compounded at +6.44% per year against +18.43% for VYM. Across the full 4-year window we track, VYM has the edge at +18.00% annualized vs +13.11%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PBDC has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -20.5% for PBDC and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PBDC charges 13.49% per year while VYM charges 0.04%. On a $10,000 position that is $1349 vs $4 annually, a gap of $1345 per year that compounds over a long holding period. On income, PBDC currently yields 11.60% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 23 holdings in PBDC and 602 in VYM, totalling 100.0% and 99.5% 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 23 positions we hold weights for in PBDC and 602 in VYM, against full books of 28 and 613.

What only one of them owns

Our book lists 569 positions for VYM that do not appear in our book for PBDC (97.2% of the fund), and 23 for PBDC that do not appear in VYM (100.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

Whichever of PBDC and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PBDCVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PBDC or VYM?

PBDC has an expense ratio of 13.49% while VYM charges 0.04%. VYM is the cheaper option, by $1345 a year on a $10,000 investment.

Which performed better, PBDC or VYM?

Over the past year PBDC returned -8.74% vs +20.01% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), PBDC annualized +13.11% vs +18.00% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PBDC or VYM?

PBDC has been the more volatile fund at 14.6% annualized versus 12.6% for VYM. Worst drawdown: PBDC -20.5% vs VYM -14.5%.

Should I hold both PBDC and VYM?

PBDC and VYM have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, PBDC or VYM?

PBDC yields 11.60% while VYM yields 2.24%, so PBDC currently pays the higher dividend yield.

Is VYM better than PBDC?

VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 71.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.