PHYD vs MCDS
Comparison between Putnam ESG High Yield ETF (PHYD, ETF) and JPMORGAN FUNDAMENTAL DATA SCIENCE MID CORE ETF (MCDS, ETF).
PHYD vs MCDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHYD
N/A
MCDS
$7.80M
Expense Ratio
PHYD
N/A
MCDS
0.35%
Max Drawdown
Winner
PHYD
6.72%
MCDS
23.00%
Sharpe Ratio
PHYD
1.18
Winner
MCDS
1.27
5Y Beta
Winner
PHYD
0.19
MCDS
0.90
P/E Ratio
PHYD
N/A
MCDS
25.87
Forward P/E
PHYD
N/A
MCDS
18.35
PEG Ratio
PHYD
N/A
MCDS
0.08
5Y EPS CAGR
PHYD
N/A
MCDS
14.81%
Debt to Equity
PHYD
N/A
MCDS
37.67%
P/S Ratio
PHYD
N/A
MCDS
1.78
P/B Ratio
PHYD
N/A
MCDS
3.40
PHYD vs MCDS - Historical Returns
Returns include dividend reinvestment.
1M
PHYD
-0.38%
Winner
MCDS
+5.99%
3M
PHYD
+2.15%
Winner
MCDS
+13.08%
6M
PHYD
+3.13%
Winner
MCDS
+13.85%
1Y
PHYD
+7.63%
Winner
MCDS
+23.58%
Max(CAGR)
PHYD
+7.87%
Winner
MCDS
+17.28%
PHYD vs MCDS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | PHYD | MCDS |
|---|---|---|
| 2026 | +2.34% | +13.79% |
| 2025 | +8.85% | +6.80% |
| 2024 | +7.90% | +9.82% |
| 2023 | +8.09% | N/A |
PHYD vs MCDS Drawdown Comparison
The maximum drawdown for PHYD was -4.33%, occurring on Mar 15, 2023. Recovery took 109 trading sessions.
The maximum drawdown for MCDS was -22.51%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.
The current PHYD drawdown is -0.79%.
| Rank | PHYD | MCDS |
|---|---|---|
| #1 | -4.33% Feb 2, 2023 - Jul 12, 2023 | -22.51% Nov 25, 2024 - Dec 11, 2025 |
| #2 | -4.14% Feb 26, 2025 - Apr 29, 2025 | -7.47% Feb 26, 2026 - Apr 14, 2026 |
| #3 | -3.45% Aug 31, 2023 - Nov 3, 2023 | -3.57% Aug 30, 2024 - Sep 17, 2024 |
| #4 | -2.09% Feb 18, 2026 - Apr 6, 2026 | -3.20% May 6, 2026 - May 26, 2026 |
| #5 | -1.70% Mar 28, 2024 - May 6, 2024 | -2.61% Jun 4, 2026 - Jun 12, 2026 |
| #6 | -1.69% Jul 19, 2023 - Aug 30, 2023 | -2.24% Nov 11, 2024 - Nov 21, 2024 |
| #7 | -1.40% Dec 6, 2024 - Jan 24, 2025 | -2.17% Jan 15, 2026 - Feb 6, 2026 |
| #8 | -1.17% Oct 27, 2025 - Dec 3, 2025 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
| #9 | -1.02% Dec 28, 2023 - Jan 12, 2024 | -1.81% Dec 11, 2025 - Jan 5, 2026 |
| #10 | -0.96% May 29, 2026 - Jun 8, 2026 | -1.72% Apr 20, 2026 - Apr 30, 2026 |
| #11 | -0.93% Oct 2, 2025 - Oct 15, 2025 | -1.49% Feb 20, 2026 - Feb 26, 2026 |
| #12 | -0.84% Oct 2, 2024 - Nov 8, 2024 | -1.28% Sep 30, 2024 - Oct 11, 2024 |
| #13 | -0.84% Jul 31, 2024 - Aug 13, 2024 | -1.18% Feb 10, 2026 - Feb 18, 2026 |
| #14 | -0.78% May 8, 2026 - May 26, 2026 | -1.05% Jan 6, 2026 - Jan 14, 2026 |
| #15 | -0.77% Feb 1, 2024 - Mar 1, 2024 | -0.67% Sep 24, 2024 - Sep 27, 2024 |
Correlation
Correlation between PHYD and MCDS is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2023 - 2026)
PHYD vs MCDS dividend yield comparison.
| Year | PHYD | MCDS |
|---|---|---|
| 2026 | 4.74% | 0.11% |
| 2025 | 6.63% | 1.23% |
| 2024 | 6.80% | 0.64% |
| 2023 | 6.15% | 0.00% |
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