PHYD vs SOFA
Comparison between Putnam ESG High Yield ETF (PHYD, ETF) and Direxion Daily SOFI Bull 2X ETF (SOFA, ETF).
PHYD vs SOFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHYD
N/A
SOFA
$7.70M
Max Drawdown
Winner
PHYD
6.72%
SOFA
51.55%
Sharpe Ratio
Winner
PHYD
1.18
SOFA
-1.09
5Y Beta
Winner
PHYD
0.19
SOFA
4.24
PHYD vs SOFA - Historical Returns
Returns include dividend reinvestment.
1M
PHYD
-0.38%
Winner
SOFA
+16.65%
3M
Winner
PHYD
+2.15%
SOFA
-16.45%
6M
PHYD
+3.13%
SOFA
N/A
1Y
PHYD
+7.63%
SOFA
N/A
Max(CAGR)
Winner
PHYD
+7.87%
SOFA
-78.49%
PHYD vs SOFA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | PHYD | SOFA |
|---|---|---|
| 2026 | +2.34% | -40.65% |
| 2025 | +8.85% | N/A |
| 2024 | +7.90% | N/A |
| 2023 | +8.09% | N/A |
PHYD vs SOFA Drawdown Comparison
The maximum drawdown for PHYD was -4.33%, occurring on Mar 15, 2023. Recovery took 109 trading sessions.
The maximum drawdown for SOFA was -51.38%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current PHYD drawdown is -0.79%. The current SOFA drawdown is -40.65%.
| Rank | PHYD | SOFA |
|---|---|---|
| #1 | -4.33% Feb 2, 2023 - Jul 12, 2023 | -51.38% Feb 11, 2026 - May 19, 2026 |
| #2 | -4.14% Feb 26, 2025 - Apr 29, 2025 | N/A |
| #3 | -3.45% Aug 31, 2023 - Nov 3, 2023 | N/A |
| #4 | -2.09% Feb 18, 2026 - Apr 6, 2026 | N/A |
| #5 | -1.70% Mar 28, 2024 - May 6, 2024 | N/A |
| #6 | -1.69% Jul 19, 2023 - Aug 30, 2023 | N/A |
| #7 | -1.40% Dec 6, 2024 - Jan 24, 2025 | N/A |
| #8 | -1.17% Oct 27, 2025 - Dec 3, 2025 | N/A |
| #9 | -1.02% Dec 28, 2023 - Jan 12, 2024 | N/A |
| #10 | -0.96% May 29, 2026 - Jun 8, 2026 | N/A |
| #11 | -0.93% Oct 2, 2025 - Oct 15, 2025 | N/A |
| #12 | -0.84% Oct 2, 2024 - Nov 8, 2024 | N/A |
| #13 | -0.84% Jul 31, 2024 - Aug 13, 2024 | N/A |
| #14 | -0.78% May 8, 2026 - May 26, 2026 | N/A |
| #15 | -0.77% Feb 1, 2024 - Mar 1, 2024 | N/A |
Correlation
Correlation between PHYD and SOFA is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.05
-101
Dividend Comparison (2023 - 2026)
PHYD vs SOFA dividend yield comparison.
| Year | PHYD | SOFA |
|---|---|---|
| 2026 | 4.74% | 0.38% |
| 2025 | 6.63% | 0.00% |
| 2024 | 6.80% | 0.00% |
| 2023 | 6.15% | 0.00% |
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