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PBDCPutnam BDC Income ETF

Get income#1069 of 1640 for Get income

The fund invests mainly in exchange-traded business development companies (“BDCs”). BDCs are vehicles whose principal business is to invest in, lend capital to or provide services to privately-held U.S. companies or thinly traded U.S. public companies. The fund is non-diversified.

Franklin Templeton Investments · Since 2022 (3 years)

Annual Cost

13.49%

#5331 out of 5,332 ETFs

Fund Size

$253M

#1930 out of 5,332 ETFs

Dividend Yield

11.71%

Track Record

3 years

#2888 out of 5,332 ETFs

Performance

1 Year

+1.2%

3 Years

+12.5%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Focus
BDC

Asset allocation

Stocks
97.0%
Cash
1.9%
Other
1.0%

Sector breakdown

Financial Services
100.0%

Top holdings

Blue Owl Technology Finance CorpOTF11.8%
Ares Capital CorpARCC11.6%
Blue Owl Capital Corp Ordinary SharesOBDC8.2%
Main Street Capital CorpMAIN6.7%
Hercules Capital IncHTGC6.6%
Golub Capital BDC IncGBDC5.7%
Blackstone Secured Lending Fund Ordinary SharesBXSL5.7%
FS KKR Capital CorpFSK5.2%
Sixth Street Specialty Lending IncTSLX4.4%
Trinity Capital Inc Ordinary SharesTRIN4.3%

Risk profile

Volatility (1Y)

18.4%

Moderate

Max drawdown

-20.5%

Worst peak-to-trough loss

Sharpe (3Y)

0.58

Decent risk-adjusted returns

Sortino (3Y)

0.82

Moderate downside risk

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Data updated on 2026-05-05