FEBT vs PIM

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF (FEBT, ETF) and Putnam Master Intermediate Income Trust (PIM, ETF).

FEBT vs PIM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FEBT(ETF)	PIM(ETF)
Net Assets	$164M	$164M
Expense Ratio	0.74%	N/A
Max Drawdown	13.19%	57.86%
Sharpe Ratio	1.77	0.01
5Y Beta	0.59	0.17
5Y Dividends CAGR	N/A	-5.05%

Net Assets

FEBT

$164M

Winner

PIM

$164M

Expense Ratio

FEBT

0.74%

PIM

N/A

Max Drawdown

Winner

FEBT

13.19%

PIM

57.86%

Sharpe Ratio

Winner

FEBT

1.77

PIM

0.01

5Y Beta

FEBT

0.59

Winner

PIM

0.17

5Y Dividends CAGR

FEBT

N/A

PIM

-5.05%

FEBT vs PIM - Historical Returns

Returns include dividend reinvestment.

Period	FEBT	PIM
1 month	+1.33%	+2.29%
3 months	+8.04%	+2.74%
6 months	+8.54%	+3.14%
1 year	+19.47%	+4.36%
5 years(CAGR)	N/A	+2.12%
10 years(CAGR)	N/A	+4.69%
Max(CAGR)	+15.76%	+5.09%

FEBT

+1.33%

Winner

PIM

+2.29%

Winner

FEBT

+8.04%

PIM

+2.74%

Winner

FEBT

+8.54%

PIM

+3.14%

Winner

FEBT

+19.47%

PIM

+4.36%

5Y(CAGR)

FEBT

N/A

PIM

+2.12%

10Y(CAGR)

FEBT

N/A

PIM

+4.69%

Max(CAGR)

Winner

FEBT

+15.76%

PIM

+5.09%

FEBT vs PIM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FEBT	PIM
2026	+7.67%	+0.20%
2025	+12.67%	+10.23%
2024	+17.84%	+10.15%
2023	+14.73%	+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%

FEBT vs PIM Drawdown Comparison

The maximum drawdown for FEBT was -13.19%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

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

The current FEBT drawdown is -0.32%. The current PIM drawdown is -2.30%.

Rank	FEBT	PIM
#1	-13.19% Feb 19, 2025 - Jun 24, 2025	-43.29% May 21, 2008 - Aug 4, 2009
#2	-7.46% Jul 28, 2023 - Nov 20, 2023	-28.13% Feb 7, 2020 - Sep 18, 2024
#3	-6.04% Feb 9, 2026 - Apr 14, 2026	-21.58% Jun 6, 2011 - Jun 23, 2014
#4	-5.22% Feb 7, 2023 - Apr 13, 2023	-14.81% Nov 2, 1999 - Jan 10, 2001
#5	-4.53% Jul 16, 2024 - Aug 19, 2024	-13.57% Mar 22, 2010 - Jun 28, 2010
#6	-3.10% Mar 28, 2024 - May 9, 2024	-13.02% Nov 9, 2010 - May 31, 2011
#7	-2.47% Oct 27, 2025 - Nov 26, 2025	-12.75% Jun 23, 2014 - Aug 15, 2016
#8	-2.23% Jun 2, 2026 - Jun 10, 2026	-10.86% Jun 7, 2001 - Jan 22, 2002
#9	-2.15% Aug 30, 2024 - Sep 19, 2024	-10.28% May 3, 2018 - Mar 29, 2019
#10	-1.90% Apr 28, 2023 - May 18, 2023	-9.45% Mar 30, 2004 - Aug 31, 2004
#11	-1.74% Feb 2, 2026 - Feb 9, 2026	-9.32% Jun 14, 2002 - Sep 5, 2002
#12	-1.65% Apr 18, 2023 - Apr 28, 2023	-7.31% Jul 6, 2005 - Aug 17, 2006
#13	-1.52% Oct 8, 2025 - Oct 20, 2025	-7.26% Jul 3, 2007 - Dec 26, 2007
#14	-1.51% May 18, 2023 - May 26, 2023	-7.07% Jan 3, 2008 - May 5, 2008
#15	-1.51% Jul 28, 2025 - Aug 8, 2025	-6.45% Sep 12, 2025 - Dec 17, 2025

Correlation

Correlation between FEBT and PIM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2000 - 2026)

FEBT vs PIM dividend yield comparison.

Year	FEBT	PIM
2026	0.00%	3.42%
2025	0.00%	7.90%
2024	0.28%	8.10%
2023	0.00%	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%