IBTP vs PBDC
Comparison between ISHARES IBONDS DEC 2034 TERM TREASURY ETF (IBTP, ETF) and Putnam BDC Income ETF (PBDC, ETF).
IBTP vs PBDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTP
$276M
PBDC
$276M
Expense Ratio
Winner
IBTP
0.07%
PBDC
13.49%
Max Drawdown
Winner
IBTP
8.50%
PBDC
28.02%
Sharpe Ratio
Winner
IBTP
0.08
PBDC
-0.68
5Y Beta
Winner
IBTP
0.00
PBDC
0.69
P/E Ratio
IBTP
N/A
PBDC
11.91
Forward P/E
IBTP
N/A
PBDC
7.92
PEG Ratio
IBTP
N/A
PBDC
0.16
P/S Ratio
IBTP
N/A
PBDC
4.03
P/B Ratio
IBTP
N/A
PBDC
0.88
IBTP vs PBDC - Historical Returns
Returns include dividend reinvestment.
1M
IBTP
+0.14%
Winner
PBDC
+0.15%
3M
IBTP
-0.61%
Winner
PBDC
+5.92%
6M
Winner
IBTP
-0.15%
PBDC
-9.28%
1Y
Winner
IBTP
+3.56%
PBDC
-9.95%
Max(CAGR)
IBTP
+4.00%
Winner
PBDC
+12.80%
IBTP vs PBDC - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IBTP | PBDC |
|---|---|---|
| 2026 | -0.38% | -8.65% |
| 2025 | +8.08% | -2.34% |
| 2024 | +0.42% | +19.15% |
| 2023 | N/A | +28.69% |
| 2022 | N/A | +10.87% |
IBTP vs PBDC Drawdown Comparison
The maximum drawdown for IBTP was -7.40%, occurring on Jan 14, 2025. Recovery took 242 trading sessions.
The maximum drawdown for PBDC was -20.29%, occurring on Mar 12, 2026. This drawdown has not yet recovered.
The current IBTP drawdown is -2.62%. The current PBDC drawdown is -15.58%.
| Rank | IBTP | PBDC |
|---|---|---|
| #1 | -7.40% Sep 16, 2024 - Sep 4, 2025 | -20.29% Feb 19, 2025 - Mar 12, 2026 |
| #2 | -3.98% Feb 27, 2026 - May 19, 2026 | -10.57% Mar 6, 2023 - Jun 7, 2023 |
| #3 | -1.93% Jun 14, 2024 - Jul 11, 2024 | -8.47% Jul 8, 2024 - Oct 18, 2024 |
| #4 | -1.67% Aug 5, 2024 - Sep 4, 2024 | -6.44% Nov 25, 2022 - Jan 11, 2023 |
| #5 | -1.49% Nov 26, 2025 - Feb 12, 2026 | -6.05% Sep 28, 2023 - Nov 14, 2023 |
| #6 | -1.31% Oct 22, 2025 - Nov 25, 2025 | -5.38% Oct 4, 2022 - Oct 25, 2022 |
| #7 | -1.09% Sep 11, 2025 - Oct 14, 2025 | -4.36% Oct 21, 2024 - Nov 19, 2024 |
| #8 | -1.03% Jul 17, 2024 - Jul 30, 2024 | -3.33% Jan 30, 2024 - Mar 7, 2024 |
| #9 | -0.33% Jul 12, 2024 - Jul 16, 2024 | -2.88% Aug 7, 2023 - Sep 1, 2023 |
| #10 | -0.25% Sep 10, 2024 - Sep 16, 2024 | -2.73% Jan 2, 2025 - Jan 16, 2025 |
| #11 | -0.23% Feb 13, 2026 - Feb 23, 2026 | -2.71% Nov 29, 2024 - Dec 24, 2024 |
| #12 | -0.21% Oct 16, 2025 - Oct 21, 2025 | -2.48% Feb 7, 2023 - Feb 17, 2023 |
| #13 | -0.13% Sep 8, 2025 - Sep 10, 2025 | -2.40% Sep 1, 2023 - Sep 14, 2023 |
| #14 | -0.11% Feb 23, 2026 - Feb 26, 2026 | -2.40% Jun 3, 2024 - Jul 3, 2024 |
| #15 | -0.08% Oct 14, 2025 - Oct 16, 2025 | -2.40% Nov 7, 2022 - Nov 11, 2022 |
Correlation
Correlation between IBTP and PBDC is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.41
-101
Dividend Comparison (2022 - 2026)
IBTP vs PBDC dividend yield comparison.
| Year | IBTP | PBDC |
|---|---|---|
| 2026 | 1.64% | 2.60% |
| 2025 | 3.92% | 10.53% |
| 2024 | 1.78% | 9.29% |
| 2023 | 0.00% | 9.86% |
| 2022 | 0.00% | 3.40% |
Select Stocks to Compare
Popular: IBTP vs SPYPBDC vs SPY
More Comparisons
Compare with similar stocks