PIM vs LDSF

Comparison between Putnam Master Intermediate Income Trust (PIM, ETF) and FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF (LDSF, ETF).

5-Year PerformancePIM has outperformed LDSF, delivering a return of +2.7% compared to +2.4%

PIM vs LDSF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PIM(ETF)	LDSF(ETF)
Net Assets	$163M	$163M
Expense Ratio	N/A	0.77%
Max Drawdown	57.86%	12.38%
Sharpe Ratio	-0.03	0.16
5Y Beta	0.18	0.06
5Y Dividends CAGR	-4.59%	11.62%

Net Assets

PIM

$163M

Winner

LDSF

$163M

Expense Ratio

PIM

N/A

LDSF

0.77%

Max Drawdown

PIM

57.86%

Winner

LDSF

12.38%

Sharpe Ratio

PIM

-0.03

Winner

LDSF

0.16

5Y Beta

PIM

0.18

Winner

LDSF

0.06

5Y Dividends CAGR

PIM

-4.59%

Winner

LDSF

11.62%

PIM vs LDSF - Historical Returns

Returns include dividend reinvestment.

Period	PIM	LDSF
1 month	+1.65%	+0.11%
3 months	+0.22%	+0.24%
6 months	+0.72%	+0.66%
1 year	+3.76%	+4.04%
5 years(CAGR)	+2.65%	+2.44%
10 years(CAGR)	+4.33%	N/A
Max(CAGR)	+5.07%	+2.54%

Winner

PIM

+1.65%

LDSF

+0.11%

PIM

+0.22%

Winner

LDSF

+0.24%

Winner

PIM

+0.72%

LDSF

+0.66%

PIM

+3.76%

Winner

LDSF

+4.04%

5Y(CAGR)

Winner

PIM

+2.65%

LDSF

+2.44%

10Y(CAGR)

PIM

+4.33%

LDSF

N/A

Max(CAGR)

Winner

PIM

+5.07%

LDSF

+2.54%

PIM vs LDSF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PIM	LDSF
2026	+0.27%	+0.96%
2025	+10.23%	+6.76%
2024	+10.15%	+4.40%
2023	+7.10%	+6.47%
2022	-11.58%	-5.18%
2021	+1.00%	-0.23%
2020	-3.73%	+2.35%
2019	+19.57%	+4.52%
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 LDSF Drawdown Comparison

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

The maximum drawdown for LDSF was -8.56%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.

The current PIM drawdown is -2.22%. The current LDSF drawdown is -0.17%.

Rank	PIM	LDSF
#1	-43.29% May 21, 2008 - Aug 4, 2009	-8.56% Mar 3, 2020 - Aug 5, 2020
#2	-28.13% Feb 7, 2020 - Sep 18, 2024	-7.87% Jan 15, 2021 - Dec 26, 2023
#3	-21.58% Jun 6, 2011 - Jun 23, 2014	-1.74% Feb 26, 2026 - Jun 16, 2026
#4	-14.81% Nov 2, 1999 - Jan 10, 2001	-1.46% Oct 1, 2024 - Feb 21, 2025
#5	-13.57% Mar 22, 2010 - Jun 28, 2010	-1.33% Mar 27, 2024 - May 15, 2024
#6	-13.02% Nov 9, 2010 - May 31, 2011	-1.30% Apr 1, 2025 - Apr 25, 2025
#7	-12.75% Jun 23, 2014 - Aug 15, 2016	-1.16% Feb 1, 2024 - Mar 27, 2024
#8	-10.86% Jun 7, 2001 - Jan 22, 2002	-0.72% May 15, 2024 - Jun 4, 2024
#9	-10.28% May 3, 2018 - Mar 29, 2019	-0.63% Sep 2, 2020 - Nov 6, 2020
#10	-9.45% Mar 30, 2004 - Aug 31, 2004	-0.58% Oct 4, 2019 - Nov 27, 2019
#11	-9.32% Jun 14, 2002 - Sep 5, 2002	-0.56% Jan 12, 2024 - Jan 29, 2024
#12	-7.31% Jul 6, 2005 - Aug 17, 2006	-0.53% Dec 27, 2023 - Jan 12, 2024
#13	-7.26% Jul 3, 2007 - Dec 26, 2007	-0.51% Aug 6, 2020 - Sep 2, 2020
#14	-7.07% Jan 3, 2008 - May 5, 2008	-0.48% Jun 18, 2024 - Jul 5, 2024
#15	-6.45% Sep 12, 2025 - Dec 17, 2025	-0.44% Oct 28, 2025 - Nov 24, 2025

Correlation

Correlation between PIM and LDSF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2000 - 2026)

PIM vs LDSF dividend yield comparison.

Year	PIM	LDSF
2026	4.12%	2.75%
2025	7.90%	4.52%
2024	8.10%	4.53%
2023	8.28%	4.08%
2022	8.25%	2.61%
2021	6.68%	1.97%
2020	8.32%	2.65%
2019	7.59%	3.06%
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%