BAGX vs PBDC
EA Bridgeway Aggressive Investors ETF vs Putnam BDC Income ETF
Which is better, BAGX or PBDC?
BAGX has been ahead.
BAGX has a lower expense ratio. BAGX led over 1Y. BAGX is less concentrated, with 30.1% of the fund in its ten largest positions against 69.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BAGX | PBDC |
|---|---|---|
| Expense Ratio | 0.73%Best | 11.77% |
| AUM | $202M | $269M |
| Dividend Yield | 0.00% | 11.33% |
| Holdings | 94 | 28 |
| YTD Return | +4.87%Best | -13.78% |
| 1Y Return | - | -10.37% |
| 3Y Return (annualized) | - | +2.54% |
| Top 10 Weight | 30.1%Best | 69.8% |
| Fund Family | Bridgeway Funds | Putnam Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 24, 2026 | Sep 29, 2022 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BAGX vs PBDC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BAGX vs PBDC Performance
EA Bridgeway Aggressive Investors ETF (BAGX) is an ETF from Bridgeway Funds and Putnam BDC Income ETF (PBDC) is an ETF from Putnam Investments. Year to date, BAGX is up 4.87% versus a loss of 13.78% for PBDC.
Past performance does not guarantee future results.
Fees and Cost Over Time
BAGX charges 0.73% per year while PBDC charges 11.77%. On a $10,000 position that is $73 vs $1177 annually, a gap of $1104 per year that compounds over a long holding period. On income, BAGX currently yields 0.00% against 11.33% for PBDC.
Holdings Overlap
We hold position weights for 94 holdings in BAGX and 27 in PBDC, totalling 100.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 94 positions we hold weights for in BAGX and 27 in PBDC, against full books of 94 and 28.
What only one of them owns
Measured across the 94 and 27 positions we hold weights for.
BAGX holds 89 positions PBDC does not, 96.4% of the fund.
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You are not choosing between two funds in isolation.
Whichever of BAGX and PBDC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BAGX or PBDC?
BAGX has an expense ratio of 0.73% while PBDC charges 11.77%. BAGX is the cheaper option, by $1104 a year on a $10,000 investment.
Which pays a higher dividend, BAGX or PBDC?
BAGX yields 0.00% while PBDC yields 11.33%, so PBDC currently pays the higher dividend yield.
Is PBDC better than BAGX?
BAGX has a lower expense ratio. BAGX led over 1Y. BAGX is less concentrated, with 30.1% of the fund in its ten largest positions against 69.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.