LDSF vs PIM

Comparison between FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF (LDSF, ETF) and Putnam Master Intermediate Income Trust (PIM, ETF).

5-Year PerformancePIM has outperformed LDSF, delivering a return of +2.7% compared to +2.4%

LDSF vs PIM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDSF(ETF)	PIM(ETF)
Net Assets	$163M	$163M
Expense Ratio	0.77%	N/A
Max Drawdown	12.38%	57.86%
Sharpe Ratio	0.16	-0.03
5Y Beta	0.06	0.18
5Y Dividends CAGR	11.62%	-4.59%

Net Assets

Winner

LDSF

$163M

PIM

$163M

Expense Ratio

LDSF

0.77%

PIM

N/A

Max Drawdown

Winner

LDSF

12.38%

PIM

57.86%

Sharpe Ratio

Winner

LDSF

0.16

PIM

-0.03

5Y Beta

Winner

LDSF

0.06

PIM

0.18

5Y Dividends CAGR

Winner

LDSF

11.62%

PIM

-4.59%

LDSF vs PIM - Historical Returns

Returns include dividend reinvestment.

Period	LDSF	PIM
1 month	+0.11%	+1.65%
3 months	+0.24%	+0.22%
6 months	+0.66%	+0.72%
1 year	+4.04%	+3.76%
5 years(CAGR)	+2.44%	+2.65%
10 years(CAGR)	N/A	+4.33%
Max(CAGR)	+2.54%	+5.07%

LDSF

+0.11%

Winner

PIM

+1.65%

Winner

LDSF

+0.24%

PIM

+0.22%

LDSF

+0.66%

Winner

PIM

+0.72%

Winner

LDSF

+4.04%

PIM

+3.76%

5Y(CAGR)

LDSF

+2.44%

Winner

PIM

+2.65%

10Y(CAGR)

LDSF

N/A

PIM

+4.33%

Max(CAGR)

LDSF

+2.54%

Winner

PIM

+5.07%

LDSF vs PIM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LDSF	PIM
2026	+0.96%	+0.27%
2025	+6.76%	+10.23%
2024	+4.40%	+10.15%
2023	+6.47%	+7.10%
2022	-5.18%	-11.58%
2021	-0.23%	+1.00%
2020	+2.35%	-3.73%
2019	+4.52%	+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%

LDSF vs PIM Drawdown Comparison

The maximum drawdown for LDSF was -8.56%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.

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

The current LDSF drawdown is -0.17%. The current PIM drawdown is -2.22%.

Rank	LDSF	PIM
#1	-8.56% Mar 3, 2020 - Aug 5, 2020	-43.29% May 21, 2008 - Aug 4, 2009
#2	-7.87% Jan 15, 2021 - Dec 26, 2023	-28.13% Feb 7, 2020 - Sep 18, 2024
#3	-1.74% Feb 26, 2026 - Jun 16, 2026	-21.58% Jun 6, 2011 - Jun 23, 2014
#4	-1.46% Oct 1, 2024 - Feb 21, 2025	-14.81% Nov 2, 1999 - Jan 10, 2001
#5	-1.33% Mar 27, 2024 - May 15, 2024	-13.57% Mar 22, 2010 - Jun 28, 2010
#6	-1.30% Apr 1, 2025 - Apr 25, 2025	-13.02% Nov 9, 2010 - May 31, 2011
#7	-1.16% Feb 1, 2024 - Mar 27, 2024	-12.75% Jun 23, 2014 - Aug 15, 2016
#8	-0.72% May 15, 2024 - Jun 4, 2024	-10.86% Jun 7, 2001 - Jan 22, 2002
#9	-0.63% Sep 2, 2020 - Nov 6, 2020	-10.28% May 3, 2018 - Mar 29, 2019
#10	-0.58% Oct 4, 2019 - Nov 27, 2019	-9.45% Mar 30, 2004 - Aug 31, 2004
#11	-0.56% Jan 12, 2024 - Jan 29, 2024	-9.32% Jun 14, 2002 - Sep 5, 2002
#12	-0.53% Dec 27, 2023 - Jan 12, 2024	-7.31% Jul 6, 2005 - Aug 17, 2006
#13	-0.51% Aug 6, 2020 - Sep 2, 2020	-7.26% Jul 3, 2007 - Dec 26, 2007
#14	-0.48% Jun 18, 2024 - Jul 5, 2024	-7.07% Jan 3, 2008 - May 5, 2008
#15	-0.44% Oct 28, 2025 - Nov 24, 2025	-6.45% Sep 12, 2025 - Dec 17, 2025

Correlation

Correlation between LDSF and PIM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2000 - 2026)

LDSF vs PIM dividend yield comparison.

Year	LDSF	PIM
2026	2.75%	4.12%
2025	4.52%	7.90%
2024	4.53%	8.10%
2023	4.08%	8.28%
2022	2.61%	8.25%
2021	1.97%	6.68%
2020	2.65%	8.32%
2019	3.06%	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%