PHYD vs IVV
Comparison between Putnam ESG High Yield ETF (PHYD, ETF) and ISHARES CORE S&P 500 ETF (IVV, ETF).
PHYD vs IVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHYD
N/A
IVV
$855B
Expense Ratio
PHYD
N/A
IVV
0.03%
Max Drawdown
Winner
PHYD
6.72%
IVV
56.51%
Sharpe Ratio
PHYD
1.18
Winner
IVV
1.57
5Y Beta
Winner
PHYD
0.19
IVV
0.97
P/E Ratio
PHYD
N/A
IVV
28.20
Forward P/E
PHYD
N/A
IVV
21.72
5Y Dividends CAGR
PHYD
N/A
IVV
10.70%
5Y EPS CAGR
PHYD
N/A
IVV
26.09%
Debt to Equity
PHYD
N/A
IVV
30.60%
P/S Ratio
PHYD
N/A
IVV
3.77
P/B Ratio
PHYD
N/A
IVV
5.66
PHYD vs IVV - Historical Returns
Returns include dividend reinvestment.
1M
PHYD
-0.38%
Winner
IVV
+0.48%
3M
PHYD
+2.15%
Winner
IVV
+11.69%
6M
PHYD
+3.13%
Winner
IVV
+9.43%
1Y
PHYD
+7.63%
Winner
IVV
+24.38%
5Y(CAGR)
PHYD
N/A
IVV
+13.42%
10Y(CAGR)
PHYD
N/A
IVV
+15.46%
Max(CAGR)
PHYD
+7.87%
Winner
IVV
+8.52%
PHYD vs IVV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | PHYD | IVV |
|---|---|---|
| 2026 | +2.34% | +8.88% |
| 2025 | +8.85% | +18.09% |
| 2024 | +7.90% | +25.66% |
| 2023 | +8.09% | +26.88% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.55% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.02% |
| 2018 | N/A | -5.17% |
| 2017 | N/A | +20.91% |
| 2016 | N/A | +13.75% |
| 2015 | N/A | +1.36% |
| 2014 | N/A | +14.58% |
| 2013 | N/A | +29.15% |
| 2012 | N/A | +14.19% |
| 2011 | N/A | +0.84% |
| 2010 | N/A | +13.22% |
| 2009 | N/A | +22.60% |
| 2008 | N/A | -36.23% |
| 2007 | N/A | +5.58% |
| 2006 | N/A | +13.97% |
| 2005 | N/A | +5.34% |
| 2004 | N/A | +10.66% |
| 2003 | N/A | +24.06% |
| 2002 | N/A | -22.34% |
| 2001 | N/A | -10.16% |
| 2000 | N/A | -6.05% |
PHYD vs IVV Drawdown Comparison
The maximum drawdown for PHYD was -4.33%, occurring on Mar 15, 2023. Recovery took 109 trading sessions.
The maximum drawdown for IVV was -55.25%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PHYD drawdown is -0.79%. The current IVV drawdown is -2.35%.
| Rank | PHYD | IVV |
|---|---|---|
| #1 | -4.33% Feb 2, 2023 - Jul 12, 2023 | -55.25% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -4.14% Feb 26, 2025 - Apr 29, 2025 | -47.28% Aug 31, 2000 - Oct 25, 2006 |
| #3 | -3.45% Aug 31, 2023 - Nov 3, 2023 | -33.90% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -2.09% Feb 18, 2026 - Apr 6, 2026 | -24.52% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -1.70% Mar 28, 2024 - May 6, 2024 | -19.37% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -1.69% Jul 19, 2023 - Aug 30, 2023 | -18.75% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -1.40% Dec 6, 2024 - Jan 24, 2025 | -12.99% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -1.17% Oct 27, 2025 - Dec 3, 2025 | -10.06% Jan 26, 2018 - Jul 25, 2018 |
| #9 | -1.02% Dec 28, 2023 - Jan 12, 2024 | -9.46% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -0.96% May 29, 2026 - Jun 8, 2026 | -9.00% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -0.93% Oct 2, 2025 - Oct 15, 2025 | -8.89% Jan 28, 2026 - Apr 14, 2026 |
| #12 | -0.84% Oct 2, 2024 - Nov 8, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -0.84% Jul 31, 2024 - Aug 13, 2024 | -7.34% Sep 14, 2012 - Jan 2, 2013 |
| #14 | -0.78% May 8, 2026 - May 26, 2026 | -7.29% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -0.77% Feb 1, 2024 - Mar 1, 2024 | -6.63% May 3, 2019 - Jun 20, 2019 |
Correlation
Correlation between PHYD and IVV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
PHYD vs IVV dividend yield comparison.
| Year | PHYD | IVV |
|---|---|---|
| 2026 | 4.74% | 0.24% |
| 2025 | 6.63% | 1.17% |
| 2024 | 6.80% | 1.30% |
| 2023 | 6.15% | 1.44% |
| 2022 | 0.00% | 1.66% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.57% |
| 2019 | 0.00% | 1.85% |
| 2018 | 0.00% | 2.21% |
| 2017 | 0.00% | 1.75% |
| 2016 | 0.00% | 2.01% |
| 2015 | 0.00% | 2.27% |
| 2014 | 0.00% | 1.83% |
| 2013 | 0.00% | 1.80% |
| 2012 | 0.00% | 2.10% |
| 2011 | 0.00% | 2.07% |
| 2010 | 0.00% | 1.77% |
| 2009 | 0.00% | 1.93% |
| 2008 | 0.00% | 2.95% |
| 2007 | 0.00% | 1.90% |
| 2006 | 0.00% | 1.67% |
| 2005 | 0.00% | 1.72% |
| 2004 | 0.00% | 1.74% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.68% |
| 2001 | 0.00% | 1.16% |
| 2000 | 0.00% | 0.64% |
Select Stocks to Compare
Popular: PHYD vs SPYIVV vs SPY
More Comparisons
Compare with similar stocks
Compare PHYD with:
Compare IVV with:
Popular suggestions:
RSP vs IVV
INVESCO S&P 500 EQUAL WEIGHT ETF vs ISHARES CORE S&P 500 ETF
IVV vs IOO
ISHARES CORE S&P 500 ETF vs ISHARES GLOBAL 100 ETF
IVE vs IVV
ISHARES S&P 500 VALUE ETF vs ISHARES CORE S&P 500 ETF
IVV vs IVW
ISHARES CORE S&P 500 ETF vs ISHARES S&P 500 GROWTH ETF
VEU vs IVV
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES vs ISHARES CORE S&P 500 ETF
IVV vs QQQ
ISHARES CORE S&P 500 ETF vs Invesco QQQ Trust Series 1
IVV vs VTI
ISHARES CORE S&P 500 ETF vs VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
IFV vs IVV
FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF vs ISHARES CORE S&P 500 ETF