PIM vs BSMC

Comparison between Putnam Master Intermediate Income Trust (PIM, ETF) and BRANDES U.S. SMALL-MID CAP VALUE ETF (BSMC, ETF).

PIM vs BSMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PIM(ETF)	BSMC(ETF)
Net Assets	$164M	$164M
Expense Ratio	N/A	0.71%
Max Drawdown	57.86%	19.72%
Sharpe Ratio	0.04	1.34
5Y Beta	0.17	0.79
P/E Ratio	N/A	39.56
Forward P/E	N/A	12.07
5Y Dividends CAGR	-5.05%	N/A
5Y EPS CAGR	N/A	-1.37%
Debt to Equity	N/A	63.70%
P/S Ratio	N/A	0.71
P/B Ratio	N/A	1.66

Net Assets

Winner

PIM

$164M

BSMC

$164M

Expense Ratio

PIM

N/A

BSMC

0.71%

Max Drawdown

PIM

57.86%

Winner

BSMC

19.72%

Sharpe Ratio

PIM

0.04

Winner

BSMC

1.34

5Y Beta

Winner

PIM

0.17

BSMC

0.79

P/E Ratio

PIM

N/A

BSMC

39.56

Forward P/E

PIM

N/A

BSMC

12.07

5Y Dividends CAGR

PIM

-5.05%

BSMC

N/A

5Y EPS CAGR

PIM

N/A

BSMC

-1.37%

Debt to Equity

PIM

N/A

BSMC

63.70%

P/S Ratio

PIM

N/A

BSMC

0.71

P/B Ratio

PIM

N/A

BSMC

1.66

PIM vs BSMC - Historical Returns

Returns include dividend reinvestment.

Period	PIM	BSMC
1 month	+1.17%	+0.28%
3 months	+0.84%	+1.30%
6 months	+1.64%	+10.70%
1 year	+3.18%	+24.67%
5 years(CAGR)	+2.24%	N/A
10 years(CAGR)	+4.46%	N/A
Max(CAGR)	+5.08%	+18.12%

Winner

PIM

+1.17%

BSMC

+0.28%

PIM

+0.84%

Winner

BSMC

+1.30%

PIM

+1.64%

Winner

BSMC

+10.70%

PIM

+3.18%

Winner

BSMC

+24.67%

5Y(CAGR)

PIM

+2.24%

BSMC

N/A

10Y(CAGR)

PIM

+4.46%

BSMC

N/A

Max(CAGR)

PIM

+5.08%

Winner

BSMC

+18.12%

PIM vs BSMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PIM	BSMC
2026	-0.11%	+9.21%
2025	+10.23%	+16.18%
2024	+10.15%	+10.42%
2023	+7.10%	+11.69%
2022	-11.58%	N/A
2021	+1.00%	N/A
2020	-3.73%	N/A
2019	+19.57%	N/A
2018	-5.87%	N/A
2017	+10.79%	N/A
2016	+10.02%	N/A
2015	-0.98%	N/A
2014	+1.51%	N/A
2013	+4.52%	N/A
2012	+6.90%	N/A
2011	-5.61%	N/A
2010	+4.74%	N/A
2009	+74.09%	N/A
2008	-30.23%	N/A
2007	+4.03%	N/A
2006	+12.30%	N/A
2005	-1.22%	N/A
2004	+6.37%	N/A
2003	+16.46%	N/A
2002	+11.36%	N/A
2001	+6.11%	N/A
2000	+5.38%	N/A
1999	-9.52%	N/A

PIM vs BSMC Drawdown Comparison

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

The maximum drawdown for BSMC was -19.14%, occurring on Apr 8, 2025. Recovery took 147 trading sessions.

The current PIM drawdown is -2.60%. The current BSMC drawdown is -1.61%.

Rank	PIM	BSMC
#1	-43.29% May 21, 2008 - Aug 4, 2009	-19.14% Nov 25, 2024 - Jul 1, 2025
#2	-28.13% Feb 7, 2020 - Sep 18, 2024	-9.02% Mar 2, 2026 - May 6, 2026
#3	-21.58% Jun 6, 2011 - Jun 23, 2014	-6.64% Jul 31, 2024 - Aug 29, 2024
#4	-14.81% Nov 2, 1999 - Jan 10, 2001	-5.98% Mar 28, 2024 - May 16, 2024
#5	-13.57% Mar 22, 2010 - Jun 28, 2010	-5.35% Oct 17, 2023 - Nov 14, 2023
#6	-13.02% Nov 9, 2010 - May 31, 2011	-4.99% Jul 10, 2025 - Aug 13, 2025
#7	-12.75% Jun 23, 2014 - Aug 15, 2016	-4.88% May 6, 2026 - May 15, 2026
#8	-10.86% Jun 7, 2001 - Jan 22, 2002	-4.66% Oct 24, 2025 - Nov 25, 2025
#9	-10.28% May 3, 2018 - Mar 29, 2019	-4.58% May 17, 2024 - Jul 16, 2024
#10	-9.45% Mar 30, 2004 - Aug 31, 2004	-4.16% Oct 3, 2025 - Oct 23, 2025
#11	-9.32% Jun 14, 2002 - Sep 5, 2002	-3.79% Nov 11, 2024 - Nov 25, 2024
#12	-7.31% Jul 6, 2005 - Aug 17, 2006	-3.68% Aug 30, 2024 - Sep 17, 2024
#13	-7.26% Jul 3, 2007 - Dec 26, 2007	-3.35% Dec 26, 2023 - Feb 15, 2024
#14	-7.07% Jan 3, 2008 - May 5, 2008	-3.26% Sep 30, 2024 - Nov 6, 2024
#15	-6.45% Sep 12, 2025 - Dec 17, 2025	-2.95% Sep 5, 2025 - Oct 3, 2025

Correlation

Correlation between PIM and BSMC is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

PIM vs BSMC dividend yield comparison.

Year	PIM	BSMC
2026	3.43%	0.20%
2025	7.90%	1.17%
2024	8.10%	1.02%
2023	8.28%	0.15%
2022	8.25%	0.00%
2021	6.68%	0.00%
2020	8.32%	0.00%
2019	7.59%	0.00%
2018	6.82%	0.00%
2017	6.54%	0.00%
2016	6.77%	0.00%
2015	6.86%	0.00%
2014	6.49%	0.00%
2013	6.19%	0.00%
2012	6.52%	0.00%
2011	7.99%	0.00%
2010	10.64%	0.00%
2009	16.67%	0.00%
2008	12.22%	0.00%
2007	6.25%	0.00%
2006	5.42%	0.00%
2005	6.69%	0.00%
2004	6.81%	0.00%
2003	7.45%	0.00%
2002	8.79%	0.00%
2001	9.67%	0.00%
2000	4.28%	0.00%