BSMC vs PIM

Comparison between BRANDES U.S. SMALL-MID CAP VALUE ETF (BSMC, ETF) and Putnam Master Intermediate Income Trust (PIM, ETF).

BSMC vs PIM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMC(ETF)	PIM(ETF)
Net Assets	$159M	$164M
Expense Ratio	0.71%	N/A
Max Drawdown	19.72%	57.86%
Sharpe Ratio	1.41	0.01
5Y Beta	0.79	0.17
P/E Ratio	39.43	N/A
Forward P/E	12.31	N/A
5Y Dividends CAGR	N/A	-5.05%
5Y EPS CAGR	-1.27%	N/A
Debt to Equity	64.98%	N/A
P/S Ratio	0.73	N/A
P/B Ratio	1.68	N/A

Net Assets

BSMC

$159M

Winner

PIM

$164M

Expense Ratio

BSMC

0.71%

PIM

N/A

Max Drawdown

Winner

BSMC

19.72%

PIM

57.86%

Sharpe Ratio

Winner

BSMC

1.41

PIM

0.01

5Y Beta

BSMC

0.79

Winner

PIM

0.17

P/E Ratio

BSMC

39.43

PIM

N/A

Forward P/E

BSMC

12.31

PIM

N/A

5Y Dividends CAGR

BSMC

N/A

PIM

-5.05%

5Y EPS CAGR

BSMC

-1.27%

PIM

N/A

Debt to Equity

BSMC

64.98%

PIM

N/A

P/S Ratio

BSMC

0.73

PIM

N/A

P/B Ratio

BSMC

1.68

PIM

N/A

BSMC vs PIM - Historical Returns

Returns include dividend reinvestment.

Period	BSMC	PIM
1 month	+4.78%	+0.15%
3 months	+9.34%	+2.17%
6 months	+12.08%	+2.00%
1 year	+25.90%	+2.90%
5 years(CAGR)	N/A	+2.07%
10 years(CAGR)	N/A	+4.40%
Max(CAGR)	+19.15%	+5.04%

Winner

BSMC

+4.78%

PIM

+0.15%

Winner

BSMC

+9.34%

PIM

+2.17%

Winner

BSMC

+12.08%

PIM

+2.00%

Winner

BSMC

+25.90%

PIM

+2.90%

5Y(CAGR)

BSMC

N/A

PIM

+2.07%

10Y(CAGR)

BSMC

N/A

PIM

+4.40%

Max(CAGR)

Winner

BSMC

+19.15%

PIM

+5.04%

BSMC vs PIM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BSMC	PIM
2026	+12.14%	-0.97%
2025	+16.18%	+10.23%
2024	+10.42%	+10.15%
2023	+11.69%	+7.10%
2022	N/A	-11.58%
2021	N/A	+1.00%
2020	N/A	-3.73%
2019	N/A	+19.57%
2018	N/A	-5.87%
2017	N/A	+10.79%
2016	N/A	+10.02%
2015	N/A	-0.98%
2014	N/A	+1.51%
2013	N/A	+4.52%
2012	N/A	+6.90%
2011	N/A	-5.61%
2010	N/A	+4.74%
2009	N/A	+74.09%
2008	N/A	-30.23%
2007	N/A	+4.03%
2006	N/A	+12.30%
2005	N/A	-1.22%
2004	N/A	+6.37%
2003	N/A	+16.46%
2002	N/A	+11.36%
2001	N/A	+6.11%
2000	N/A	+5.38%
1999	N/A	-9.52%

BSMC vs PIM Drawdown Comparison

The maximum drawdown for BSMC was -19.14%, occurring on Apr 8, 2025. Recovery took 147 trading sessions.

The maximum drawdown for PIM was -43.29%, occurring on Dec 9, 2008. Recovery took 303 trading sessions.

The current PIM drawdown is -3.44%.

Rank	BSMC	PIM
#1	-19.14% Nov 25, 2024 - Jul 1, 2025	-43.29% May 21, 2008 - Aug 4, 2009
#2	-9.02% Mar 2, 2026 - May 6, 2026	-28.13% Feb 7, 2020 - Sep 18, 2024
#3	-6.64% Jul 31, 2024 - Aug 29, 2024	-21.58% Jun 6, 2011 - Jun 23, 2014
#4	-5.98% Mar 28, 2024 - May 16, 2024	-14.81% Nov 2, 1999 - Jan 10, 2001
#5	-5.35% Oct 17, 2023 - Nov 14, 2023	-13.57% Mar 22, 2010 - Jun 28, 2010
#6	-4.99% Jul 10, 2025 - Aug 13, 2025	-13.02% Nov 9, 2010 - May 31, 2011
#7	-4.88% May 6, 2026 - Jun 11, 2026	-12.75% Jun 23, 2014 - Aug 15, 2016
#8	-4.66% Oct 24, 2025 - Nov 25, 2025	-10.86% Jun 7, 2001 - Jan 22, 2002
#9	-4.58% May 17, 2024 - Jul 16, 2024	-10.28% May 3, 2018 - Mar 29, 2019
#10	-4.16% Oct 3, 2025 - Oct 23, 2025	-9.45% Mar 30, 2004 - Aug 31, 2004
#11	-3.79% Nov 11, 2024 - Nov 25, 2024	-9.32% Jun 14, 2002 - Sep 5, 2002
#12	-3.68% Aug 30, 2024 - Sep 17, 2024	-7.31% Jul 6, 2005 - Aug 17, 2006
#13	-3.35% Dec 26, 2023 - Feb 15, 2024	-7.26% Jul 3, 2007 - Dec 26, 2007
#14	-3.26% Sep 30, 2024 - Nov 6, 2024	-7.07% Jan 3, 2008 - May 5, 2008
#15	-2.95% Sep 5, 2025 - Oct 3, 2025	-6.45% Sep 12, 2025 - Dec 17, 2025

Correlation

Correlation between BSMC and PIM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

BSMC vs PIM dividend yield comparison.

Year	BSMC	PIM
2026	0.20%	3.46%
2025	1.17%	7.90%
2024	1.02%	8.10%
2023	0.15%	8.28%
2022	0.00%	8.25%
2021	0.00%	6.68%
2020	0.00%	8.32%
2019	0.00%	7.59%
2018	0.00%	6.82%
2017	0.00%	6.54%
2016	0.00%	6.77%
2015	0.00%	6.86%
2014	0.00%	6.49%
2013	0.00%	6.19%
2012	0.00%	6.52%
2011	0.00%	7.99%
2010	0.00%	10.64%
2009	0.00%	16.67%
2008	0.00%	12.22%
2007	0.00%	6.25%
2006	0.00%	5.42%
2005	0.00%	6.69%
2004	0.00%	6.81%
2003	0.00%	7.45%
2002	0.00%	8.79%
2001	0.00%	9.67%
2000	0.00%	4.28%