HYTR vs PBDC
Comparison between COUNTERPOINT HIGH YIELD TREND ETF (HYTR, ETF) and Putnam BDC Income ETF (PBDC, ETF).
HYTR vs PBDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HYTR
$281M
PBDC
$281M
Expense Ratio
Winner
HYTR
0.88%
PBDC
13.49%
Max Drawdown
Winner
HYTR
19.88%
PBDC
28.92%
Sharpe Ratio
Winner
HYTR
0.06
PBDC
-0.96
5Y Beta
Winner
HYTR
0.17
PBDC
0.68
P/E Ratio
HYTR
N/A
PBDC
12.53
Forward P/E
HYTR
N/A
PBDC
9.08
PEG Ratio
HYTR
N/A
PBDC
0.61
5Y Dividends CAGR
HYTR
7.55%
PBDC
N/A
P/S Ratio
HYTR
N/A
PBDC
3.96
P/B Ratio
HYTR
N/A
PBDC
0.87
HYTR vs PBDC - Historical Returns
Returns include dividend reinvestment.
1M
HYTR
+0.11%
Winner
PBDC
+4.11%
3M
Winner
HYTR
+0.63%
PBDC
-1.57%
6M
Winner
HYTR
+0.04%
PBDC
-9.37%
1Y
Winner
HYTR
+3.83%
PBDC
-13.65%
5Y(CAGR)
HYTR
+1.98%
PBDC
N/A
Max(CAGR)
HYTR
+1.73%
Winner
PBDC
+12.47%
HYTR vs PBDC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HYTR | PBDC |
|---|---|---|
| 2026 | +0.53% | -8.51% |
| 2025 | +5.76% | -2.34% |
| 2024 | +7.68% | +19.15% |
| 2023 | +7.99% | +28.69% |
| 2022 | -11.22% | +10.87% |
| 2021 | +2.98% | N/A |
| 2020 | -0.95% | N/A |
HYTR vs PBDC Drawdown Comparison
The maximum drawdown for HYTR was -13.25%, occurring on Oct 20, 2022. Recovery took 731 trading sessions.
The maximum drawdown for PBDC was -20.29%, occurring on Mar 12, 2026. This drawdown has not yet recovered.
The current HYTR drawdown is -0.28%. The current PBDC drawdown is -15.45%.
| Rank | HYTR | PBDC |
|---|---|---|
| #1 | -13.25% Sep 16, 2021 - Aug 14, 2024 | -20.29% Feb 19, 2025 - Mar 12, 2026 |
| #2 | -8.16% Feb 20, 2020 - Jun 2, 2021 | -10.57% Mar 6, 2023 - Jun 7, 2023 |
| #3 | -4.93% Feb 28, 2025 - Jun 30, 2025 | -8.47% Jul 8, 2024 - Oct 18, 2024 |
| #4 | -2.60% Sep 3, 2024 - Feb 4, 2025 | -6.44% Nov 25, 2022 - Jan 11, 2023 |
| #5 | -2.28% Feb 20, 2026 - Mar 20, 2026 | -6.05% Sep 28, 2023 - Nov 14, 2023 |
| #6 | -1.41% Jan 22, 2020 - Feb 6, 2020 | -5.38% Oct 4, 2022 - Oct 25, 2022 |
| #7 | -1.18% Sep 22, 2025 - Oct 24, 2025 | -4.36% Oct 21, 2024 - Nov 19, 2024 |
| #8 | -1.08% Jul 2, 2021 - Aug 27, 2021 | -3.33% Jan 30, 2024 - Mar 7, 2024 |
| #9 | -1.08% Oct 27, 2025 - Nov 26, 2025 | -2.88% Aug 7, 2023 - Sep 1, 2023 |
| #10 | -0.58% Jul 3, 2025 - Jul 21, 2025 | -2.73% Jan 2, 2025 - Jan 16, 2025 |
| #11 | -0.50% Feb 5, 2025 - Feb 14, 2025 | -2.71% Nov 29, 2024 - Dec 24, 2024 |
| #12 | -0.46% Aug 13, 2025 - Aug 22, 2025 | -2.48% Feb 7, 2023 - Feb 17, 2023 |
| #13 | -0.35% Jan 27, 2026 - Feb 9, 2026 | -2.40% Sep 1, 2023 - Sep 14, 2023 |
| #14 | -0.34% Dec 5, 2025 - Dec 18, 2025 | -2.40% Jun 3, 2024 - Jul 3, 2024 |
| #15 | -0.27% Jun 11, 2021 - Jun 23, 2021 | -2.40% Nov 7, 2022 - Nov 11, 2022 |
Correlation
Correlation between HYTR and PBDC is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2020 - 2026)
HYTR vs PBDC dividend yield comparison.
| Year | HYTR | PBDC |
|---|---|---|
| 2026 | 2.73% | 5.27% |
| 2025 | 5.78% | 10.53% |
| 2024 | 5.55% | 9.29% |
| 2023 | 5.43% | 9.86% |
| 2022 | 1.24% | 3.40% |
| 2021 | 3.70% | 0.00% |
| 2020 | 3.05% | 0.00% |
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