PIM vs FEBT

Comparison between Putnam Master Intermediate Income Trust (PIM, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF (FEBT, ETF).

PIM vs FEBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PIM(ETF)	FEBT(ETF)
Net Assets	$164M	$164M
Expense Ratio	N/A	0.74%
Max Drawdown	57.86%	13.19%
Sharpe Ratio	0.01	1.77
5Y Beta	0.17	0.59
5Y Dividends CAGR	-5.05%	N/A

Net Assets

Winner

PIM

$164M

FEBT

$164M

Expense Ratio

PIM

N/A

FEBT

0.74%

Max Drawdown

PIM

57.86%

Winner

FEBT

13.19%

Sharpe Ratio

PIM

0.01

Winner

FEBT

1.77

5Y Beta

Winner

PIM

0.17

FEBT

0.59

5Y Dividends CAGR

PIM

-5.05%

FEBT

N/A

PIM vs FEBT - Historical Returns

Returns include dividend reinvestment.

Period	PIM	FEBT
1 month	+0.15%	+0.41%
3 months	+2.17%	+7.53%
6 months	+2.00%	+7.72%
1 year	+2.90%	+18.48%
5 years(CAGR)	+2.07%	N/A
10 years(CAGR)	+4.40%	N/A
Max(CAGR)	+5.04%	+15.53%

PIM

+0.15%

Winner

FEBT

+0.41%

PIM

+2.17%

Winner

FEBT

+7.53%

PIM

+2.00%

Winner

FEBT

+7.72%

PIM

+2.90%

Winner

FEBT

+18.48%

5Y(CAGR)

PIM

+2.07%

FEBT

N/A

10Y(CAGR)

PIM

+4.40%

FEBT

N/A

Max(CAGR)

PIM

+5.04%

Winner

FEBT

+15.53%

PIM vs FEBT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PIM	FEBT
2026	-0.97%	+6.82%
2025	+10.23%	+12.67%
2024	+10.15%	+17.84%
2023	+7.10%	+14.73%
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 FEBT Drawdown Comparison

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

The maximum drawdown for FEBT was -13.19%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The current PIM drawdown is -3.44%. The current FEBT drawdown is -1.10%.

Rank	PIM	FEBT
#1	-43.29% May 21, 2008 - Aug 4, 2009	-13.19% Feb 19, 2025 - Jun 24, 2025
#2	-28.13% Feb 7, 2020 - Sep 18, 2024	-7.46% Jul 28, 2023 - Nov 20, 2023
#3	-21.58% Jun 6, 2011 - Jun 23, 2014	-6.04% Feb 9, 2026 - Apr 14, 2026
#4	-14.81% Nov 2, 1999 - Jan 10, 2001	-5.22% Feb 7, 2023 - Apr 13, 2023
#5	-13.57% Mar 22, 2010 - Jun 28, 2010	-4.53% Jul 16, 2024 - Aug 19, 2024
#6	-13.02% Nov 9, 2010 - May 31, 2011	-3.10% Mar 28, 2024 - May 9, 2024
#7	-12.75% Jun 23, 2014 - Aug 15, 2016	-2.47% Oct 27, 2025 - Nov 26, 2025
#8	-10.86% Jun 7, 2001 - Jan 22, 2002	-2.23% Jun 2, 2026 - Jun 10, 2026
#9	-10.28% May 3, 2018 - Mar 29, 2019	-2.15% Aug 30, 2024 - Sep 19, 2024
#10	-9.45% Mar 30, 2004 - Aug 31, 2004	-1.90% Apr 28, 2023 - May 18, 2023
#11	-9.32% Jun 14, 2002 - Sep 5, 2002	-1.74% Feb 2, 2026 - Feb 9, 2026
#12	-7.31% Jul 6, 2005 - Aug 17, 2006	-1.65% Apr 18, 2023 - Apr 28, 2023
#13	-7.26% Jul 3, 2007 - Dec 26, 2007	-1.52% Oct 8, 2025 - Oct 20, 2025
#14	-7.07% Jan 3, 2008 - May 5, 2008	-1.51% May 18, 2023 - May 26, 2023
#15	-6.45% Sep 12, 2025 - Dec 17, 2025	-1.51% Jul 28, 2025 - Aug 8, 2025

Correlation

Correlation between PIM and FEBT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2000 - 2026)

PIM vs FEBT dividend yield comparison.

Year	PIM	FEBT
2026	3.46%	0.00%
2025	7.90%	0.00%
2024	8.10%	0.28%
2023	8.28%	0.00%
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%