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