PIM vs PSH

Comparison between Putnam Master Intermediate Income Trust (PIM, ETF) and PGIM SHORT DURATION HIGH YIELD ETF (PSH, ETF).

PIM vs PSH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PIM(ETF)	PSH(ETF)
Net Assets	$163M	$163M
Expense Ratio	N/A	0.45%
Max Drawdown	57.86%	4.75%
Sharpe Ratio	-0.03	0.58
5Y Beta	0.18	0.13
5Y Dividends CAGR	-4.59%	N/A

Net Assets

Winner

PIM

$163M

PSH

$163M

Expense Ratio

PIM

N/A

PSH

0.45%

Max Drawdown

PIM

57.86%

Winner

PSH

4.75%

Sharpe Ratio

PIM

-0.03

Winner

PSH

0.58

5Y Beta

PIM

0.18

Winner

PSH

0.13

5Y Dividends CAGR

PIM

-4.59%

PSH

N/A

PIM vs PSH - Historical Returns

Returns include dividend reinvestment.

Period	PIM	PSH
1 month	+1.65%	+0.37%
3 months	+0.22%	+1.02%
6 months	+0.72%	+2.16%
1 year	+3.76%	+5.53%
5 years(CAGR)	+2.65%	N/A
10 years(CAGR)	+4.33%	N/A
Max(CAGR)	+5.07%	+7.08%

Winner

PIM

+1.65%

PSH

+0.37%

PIM

+0.22%

Winner

PSH

+1.02%

PIM

+0.72%

Winner

PSH

+2.16%

PIM

+3.76%

Winner

PSH

+5.53%

5Y(CAGR)

PIM

+2.65%

PSH

N/A

10Y(CAGR)

PIM

+4.33%

PSH

N/A

Max(CAGR)

PIM

+5.07%

Winner

PSH

+7.08%

PIM vs PSH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PIM	PSH
2026	+0.27%	+2.58%
2025	+10.23%	+7.23%
2024	+10.15%	+8.51%
2023	+7.10%	+0.38%
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 PSH Drawdown Comparison

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

The maximum drawdown for PSH was -3.06%, occurring on Apr 8, 2025. Recovery took 43 trading sessions.

The current PIM drawdown is -2.22%. The current PSH drawdown is -0.02%.

Rank	PIM	PSH
#1	-43.29% May 21, 2008 - Aug 4, 2009	-3.06% Mar 3, 2025 - May 2, 2025
#2	-28.13% Feb 7, 2020 - Sep 18, 2024	-1.42% Sep 18, 2025 - Dec 24, 2025
#3	-21.58% Jun 6, 2011 - Jun 23, 2014	-1.34% Feb 23, 2026 - Apr 1, 2026
#4	-14.81% Nov 2, 1999 - Jan 10, 2001	-1.12% Dec 27, 2023 - Jan 25, 2024
#5	-13.57% Mar 22, 2010 - Jun 28, 2010	-0.89% Jul 31, 2024 - Aug 13, 2024
#6	-13.02% Nov 9, 2010 - May 31, 2011	-0.79% Mar 27, 2024 - Apr 29, 2024
#7	-12.75% Jun 23, 2014 - Aug 15, 2016	-0.74% Dec 11, 2024 - Jan 3, 2025
#8	-10.86% Jun 7, 2001 - Jan 22, 2002	-0.69% May 6, 2026 - Jun 11, 2026
#9	-10.28% May 3, 2018 - Mar 29, 2019	-0.55% May 21, 2024 - Jun 3, 2024
#10	-9.45% Mar 30, 2004 - Aug 31, 2004	-0.51% Feb 9, 2024 - Feb 23, 2024
#11	-9.32% Jun 14, 2002 - Sep 5, 2002	-0.49% Jul 3, 2025 - Jul 23, 2025
#12	-7.31% Jul 6, 2005 - Aug 17, 2006	-0.44% May 16, 2025 - May 27, 2025
#13	-7.26% Jul 3, 2007 - Dec 26, 2007	-0.43% Sep 30, 2024 - Nov 6, 2024
#14	-7.07% Jan 3, 2008 - May 5, 2008	-0.43% Nov 8, 2024 - Nov 29, 2024
#15	-6.45% Sep 12, 2025 - Dec 17, 2025	-0.41% Sep 3, 2025 - Sep 15, 2025

Correlation

Correlation between PIM and PSH is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2000 - 2026)

PIM vs PSH dividend yield comparison.

Year	PIM	PSH
2026	4.12%	3.38%
2025	7.90%	6.62%
2024	8.10%	8.35%
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%