ACV vs PBDC
Comparison between Virtus Diversified Income & Convertible Fund (ACV, ETF) and Putnam BDC Income ETF (PBDC, ETF).
ACV vs PBDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACV
$283M
Winner
PBDC
$283M
Expense Ratio
ACV
N/A
PBDC
13.49%
Max Drawdown
ACV
54.50%
Winner
PBDC
29.11%
Sharpe Ratio
Winner
ACV
1.26
PBDC
-0.43
5Y Beta
ACV
0.80
Winner
PBDC
0.69
P/E Ratio
ACV
N/A
PBDC
14.15
Forward P/E
ACV
N/A
PBDC
9.58
PEG Ratio
ACV
N/A
PBDC
-1.15
5Y Dividends CAGR
ACV
1.34%
PBDC
N/A
P/S Ratio
ACV
N/A
PBDC
4.23
P/B Ratio
ACV
N/A
PBDC
0.92
ACV vs PBDC - Historical Returns
Returns include dividend reinvestment.
1M
ACV
-0.17%
Winner
PBDC
+8.26%
3M
ACV
-2.73%
Winner
PBDC
+6.85%
6M
ACV
-0.37%
Winner
PBDC
+5.78%
1Y
Winner
ACV
+27.92%
PBDC
-5.48%
5Y(CAGR)
ACV
+7.46%
PBDC
N/A
10Y(CAGR)
ACV
+15.45%
PBDC
N/A
Max(CAGR)
ACV
+12.14%
Winner
PBDC
+13.84%
ACV vs PBDC - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ACV | PBDC |
|---|---|---|
| 2026 | +6.60% | -2.99% |
| 2025 | +33.26% | -2.34% |
| 2024 | +16.23% | +19.15% |
| 2023 | +25.47% | +28.69% |
| 2022 | -35.51% | +10.87% |
| 2021 | +26.49% | N/A |
| 2020 | +45.25% | N/A |
| 2019 | +41.62% | N/A |
| 2018 | -7.92% | N/A |
| 2017 | +27.59% | N/A |
| 2016 | +17.13% | N/A |
| 2015 | -23.42% | N/A |
ACV vs PBDC Drawdown Comparison
The maximum drawdown for ACV was -53.61%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.
The maximum drawdown for PBDC was -20.29%, occurring on Mar 12, 2026. This drawdown has not yet recovered.
The current ACV drawdown is -5.25%. The current PBDC drawdown is -10.35%.
| Rank | ACV | PBDC |
|---|---|---|
| #1 | -53.61% Feb 19, 2020 - Aug 4, 2020 | -20.29% Feb 19, 2025 - Mar 12, 2026 |
| #2 | -48.80% Jan 13, 2022 - Oct 8, 2025 | -10.57% Mar 6, 2023 - Jun 7, 2023 |
| #3 | -36.80% May 26, 2015 - Apr 10, 2017 | -8.47% Jul 8, 2024 - Oct 18, 2024 |
| #4 | -28.23% Oct 2, 2018 - Apr 30, 2019 | -6.44% Nov 25, 2022 - Jan 11, 2023 |
| #5 | -15.69% Feb 16, 2021 - Jul 1, 2021 | -6.05% Sep 28, 2023 - Nov 14, 2023 |
| #6 | -14.80% Jan 28, 2026 - May 13, 2026 | -5.38% Oct 4, 2022 - Oct 25, 2022 |
| #7 | -11.22% Nov 15, 2021 - Dec 23, 2021 | -4.36% Oct 21, 2024 - Nov 19, 2024 |
| #8 | -11.16% May 9, 2019 - Jul 10, 2019 | -3.33% Jan 30, 2024 - Mar 7, 2024 |
| #9 | -10.11% Sep 7, 2021 - Nov 3, 2021 | -2.88% Aug 7, 2023 - Sep 1, 2023 |
| #10 | -9.75% Sep 2, 2020 - Oct 9, 2020 | -2.73% Jan 2, 2025 - Jan 16, 2025 |
| #11 | -9.37% Oct 12, 2020 - Nov 6, 2020 | -2.71% Nov 29, 2024 - Dec 24, 2024 |
| #12 | -8.91% Jan 26, 2018 - Mar 14, 2018 | -2.48% Feb 7, 2023 - Feb 17, 2023 |
| #13 | -8.49% Aug 21, 2019 - Nov 6, 2019 | -2.40% Sep 1, 2023 - Sep 14, 2023 |
| #14 | -8.02% Jul 9, 2021 - Aug 9, 2021 | -2.40% Jun 3, 2024 - Jul 3, 2024 |
| #15 | -7.64% Jul 10, 2026 - Jul 29, 2026 | -2.40% Nov 7, 2022 - Nov 11, 2022 |
Correlation
Correlation between ACV and PBDC is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2015 - 2026)
ACV vs PBDC dividend yield comparison.
| Year | ACV | PBDC |
|---|---|---|
| 2026 | 5.42% | 4.97% |
| 2025 | 9.68% | 10.53% |
| 2024 | 9.84% | 9.29% |
| 2023 | 10.30% | 9.86% |
| 2022 | 12.69% | 3.40% |
| 2021 | 24.19% | 0.00% |
| 2020 | 7.28% | 0.00% |
| 2019 | 8.15% | 0.00% |
| 2018 | 10.76% | 0.00% |
| 2017 | 9.18% | 0.00% |
| 2016 | 10.67% | 0.00% |
| 2015 | 5.52% | 0.00% |
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