PBDC vs. KBE ETF Comparison
Comparison of Putnam BDC Income ETF (PBDC) to SPDR S&P Bank ETF (KBE)
PBDC
Putnam BDC Income ETF
PBDC Description
Putnam BDC Income ETF is an exchange traded fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across business development companies sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. Putnam BDC Income ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$34.54
Average Daily Volume
32,935
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
KBE
SPDR S&P Bank ETF
KBE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded national money centers and leading regional banks. In seeking to track the performance of the S&P Banks Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the banks industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$47.34
Average Daily Volume
2,383,516
Number of Holdings
*
91
* may have additional holdings in another (foreign) market
Performance
| Period | PBDC | KBE |
|---|---|---|
| 30 Days | 4.41% | 6.91% |
| 60 Days | 7.62% | 4.94% |
| 90 Days | 11.42% | 9.07% |
| 12 Months | 35.38% | 51.16% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PBDC | Weight in KBE | Overlap |
|---|
PBDC Underweight 91 Positions Relative to KBE
| Symbol | Grade | Weight | |
|---|---|---|---|
| JXN | B | -1.66% | |
| CRBG | B | -1.62% | |
| EQH | A | -1.6% | |
| AX | A | -1.57% | |
| FCNCA | B | -1.55% | |
| C | A | -1.51% | |
| FHN | A | -1.48% | |
| OZK | B | -1.48% | |
| WFC | A | -1.48% | |
| RDN | C | -1.47% | |
| ASB | A | -1.46% | |
| PNC | A | -1.46% | |
| BAC | A | -1.46% | |
| BPOP | A | -1.46% | |
| MTG | B | -1.46% | |
| CADE | B | -1.45% | |
| APO | C | -1.45% | |
| JPM | A | -1.44% | |
| CFG | A | -1.44% | |
| BK | A | -1.44% | |
| NTRS | B | -1.44% | |
| VOYA | B | -1.44% | |
| TFC | A | -1.44% | |
| WTFC | B | -1.44% | |
| MTB | A | -1.44% | |
| ZION | B | -1.43% | |
| COLB | C | -1.43% | |
| HBAN | A | -1.43% | |
| FITB | A | -1.43% | |
| ONB | A | -1.43% | |
| COOP | A | -1.43% | |
| RF | B | -1.41% | |
| PB | B | -1.4% | |
| WAL | B | -1.4% | |
| KEY | B | -1.4% | |
| BKU | B | -1.39% | |
| CMA | B | -1.39% | |
| NYCB | D | -1.39% | |
| EWBC | B | -1.38% | |
| CFR | D | -1.38% | |
| PNFP | C | -1.36% | |
| BANC | B | -1.35% | |
| VLY | D | -1.33% | |
| SNV | A | -1.33% | |
| USB | D | -1.33% | |
| SSB | C | -1.32% | |
| TCBI | B | -1.31% | |
| WBS | D | -1.3% | |
| CBSH | A | -1.26% | |
| ESNT | C | -1.23% | |
| GBCI | C | -1.18% | |
| HOMB | B | -1.18% | |
| FNB | A | -1.18% | |
| HWC | B | -1.07% | |
| WD | B | -1.04% | |
| UBSI | C | -1.03% | |
| BOH | D | -1.0% | |
| FBP | A | -0.99% | |
| PFSI | A | -0.98% | |
| ABCB | B | -0.94% | |
| FIBK | B | -0.94% | |
| FULT | A | -0.85% | |
| UMBF | C | -0.81% | |
| UCBI | B | -0.79% | |
| TBBK | D | -0.76% | |
| NMIH | A | -0.75% | |
| CVBF | C | -0.75% | |
| FHB | B | -0.74% | |
| INDB | C | -0.67% | |
| FFIN | C | -0.67% | |
| BOKF | A | -0.65% | |
| CBU | B | -0.64% | |
| WSFS | B | -0.62% | |
| PPBI | B | -0.59% | |
| IBOC | A | -0.57% | |
| SFBS | C | -0.52% | |
| EBC | B | -0.5% | |
| SBCF | B | -0.5% | |
| HTH | B | -0.48% | |
| CATY | C | -0.48% | |
| AUB | C | -0.47% | |
| WAFD | B | -0.44% | |
| IBTX | C | -0.42% | |
| SFNC | D | -0.42% | |
| BANR | B | -0.41% | |
| TRMK | A | -0.4% | |
| FRME | B | -0.39% | |
| FFBC | B | -0.39% | |
| RNST | B | -0.34% | |
| LKFN | C | -0.31% | |
| WSBC | C | -0.25% |
PBDC: Top Represented Industries & Keywords
Industries:
Asset Management
Internet Software & Services
Specialty Finance
Keywords:
Private Equity
Venture Capital
Business Development
Business Development Company
Mezzanine Capital
Credit
Loan
Refinancing
U.S. Securities And Exchange Commission
Debt
Debt Financing
Golub Capital
Leveraged Buyout
Pharmaceutical
Second Lien Loan
Subordinated Debt
Venture Debt
Advanced Materials
Aerospace
Bankruptcy
KBE: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Banks - Global
Specialty Finance
Savings & Cooperative Banks
Insurance - Specialty
Banks - Regional
Insurance - Diversified
Insurance - Property & Casualty
Keywords:
Bank
Banking
Deposit Products
Commercial Banking
Commercial Bank
Real Estate Loans
Cash Management
Trust Services
Investment Bank
Individual Retirement Account
Investment Management
S&P 500
Cash Management Services
Financial Products
Investment Services
Banking Services
Retail Banking
ATM
Deposit Services
Internet Banking
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