PBDC vs. EVSD ETF Comparison

Comparison of Putnam BDC Income ETF (PBDC) to Eaton Vance Short Duration Income ETF (EVSD)

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

$33.83

Average Daily Volume

40,499

Number of Holdings ^*

15

* may have additional holdings in another (foreign) market

EVSD

Eaton Vance Short Duration Income ETF

EVSD Description

Under normal circumstances, the fund seeks to achieve its investment objective by primarily investing in a diversified portfolio of U.S. dollar-denominated fixed income securities of varying maturities consistent with ordinarily seeking to maintain an average duration of approximately three years or less. The fund invests primarily in U.S. government securities, corporate bonds and mortgage- and asset-backed securities.

Grade (RS Rating)

Last Trade

$50.47

Average Daily Volume

19,834

Number of Holdings ^*

1

* may have additional holdings in another (foreign) market

Performance

Period	PBDC	EVSD
30 Days	-0.38%	-0.11%
60 Days	0.18%	-0.43%
90 Days	2.52%	0.91%
12 Months	16.33%

0 Overlapping Holdings

	Symbol	Grade	Weight in PBDC	Weight in EVSD	Overlap

PBDC Overweight 15 Positions Relative to EVSD

	Symbol	Grade	Weight
	ARCC	A	12.06%
	BXSL	A	10.26%
	MAIN	A	9.38%
	HTGC	D	6.84%
	FSK	A	6.36%
	GBDC	B	5.9%
	TSLX	C	5.18%
	BCSF	C	4.21%
	CCAP	A	4.11%
	CION	D	3.63%
	CSWC	D	3.44%
	BBDC	A	2.68%
	TRIN	A	2.47%
	NMFC	D	2.32%
	FDUS	A	2.01%

PBDC Underweight 1 Positions Relative to EVSD

	Symbol	Grade	Weight
	EVLN	A	-2.36%

PBDC: Top Represented Industries & Keywords

Industries: Asset Management Credit Services Specialty Finance

Keywords: Private Equity Business Development Mezzanine Capital Venture Capital Credit Loan Business Development Company Golub Capital Refinancing Debt Healthcare Service Leveraged Buyout Second Lien Loan Subordinated Debt Aerospace Bankruptcy Chemical Consumer Products Debt Financing Entrepreneurship

EVSD: Top Represented Industries & Keywords

Industries:

Keywords: Collateral Credit Debt Loan Mezzanine Capital Second Lien Loan Senior Debt Structured Finance Subordinated Debt Unsecured Debt