StockComparison Logo
vs

PIM vs SPY

Comparison between Putnam Master Intermediate Income Trust (PIM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PIM, delivering a return of +13.3% compared to +2.2%

PIM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PIM
$164M
Winner
SPY
$735B
Expense Ratio
PIM
N/A
SPY
0.09%
Max Drawdown
PIM
57.86%
Winner
SPY
56.47%
Sharpe Ratio
PIM
0.04
Winner
SPY
1.62
5Y Beta
Winner
PIM
0.17
SPY
1.00
P/E Ratio
PIM
N/A
SPY
28.99
Forward P/E
PIM
N/A
SPY
22.37
5Y Dividends CAGR
PIM
-5.05%
Winner
SPY
5.43%
5Y EPS CAGR
PIM
N/A
SPY
26.05%
Debt to Equity
PIM
N/A
SPY
32.40%
P/S Ratio
PIM
N/A
SPY
3.74
P/B Ratio
PIM
N/A
SPY
5.61

PIM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PIM
+1.17%
Winner
SPY
+1.90%
3M
PIM
+0.84%
Winner
SPY
+8.55%
6M
PIM
+1.64%
Winner
SPY
+8.18%
1Y
PIM
+3.18%
Winner
SPY
+25.79%
5Y(CAGR)
PIM
+2.24%
Winner
SPY
+13.32%
10Y(CAGR)
PIM
+4.46%
Winner
SPY
+15.19%
Max(CAGR)
PIM
+5.08%
Winner
SPY
+8.47%

PIM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPIMSPY
2026-0.11%+8.26%
2025+10.23%+18.00%
2024+10.15%+25.59%
2023+7.10%+26.72%
2022-11.58%-18.64%
2021+1.00%+30.52%
2020-3.73%+17.28%
2019+19.57%+31.09%
2018-5.87%-5.24%
2017+10.79%+20.78%
2016+10.02%+13.59%
2015-0.98%+1.31%
2014+1.51%+14.56%
2013+4.52%+29.00%
2012+6.90%+14.17%
2011-5.61%+0.85%
2010+4.74%+13.14%
2009+74.09%+22.67%
2008-30.23%-36.25%
2007+4.03%+5.32%
2006+12.30%+13.85%
2005-1.22%+5.32%
2004+6.37%+10.75%
2003+16.46%+24.18%
2002+11.36%-22.42%
2001+6.11%-10.13%
2000+5.38%-8.84%
1999-9.52%+8.61%

PIM vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PIM drawdown is -2.60%. The current SPY drawdown is -2.90%.

RankPIMSPY
#1-43.29%
May 21, 2008 - Aug 4, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-28.13%
Feb 7, 2020 - Sep 18, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.58%
Jun 6, 2011 - Jun 23, 2014		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.81%
Nov 2, 1999 - Jan 10, 2001		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.57%
Mar 22, 2010 - Jun 28, 2010		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.02%
Nov 9, 2010 - May 31, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.75%
Jun 23, 2014 - Aug 15, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.86%
Jun 7, 2001 - Jan 22, 2002		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.28%
May 3, 2018 - Mar 29, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.45%
Mar 30, 2004 - Aug 31, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.32%
Jun 14, 2002 - Sep 5, 2002		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.31%
Jul 6, 2005 - Aug 17, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.26%
Jul 3, 2007 - Dec 26, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.07%
Jan 3, 2008 - May 5, 2008		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.45%
Sep 12, 2025 - Dec 17, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PIM and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

PIM vs SPY dividend yield comparison.

YearPIMSPY
20263.43%0.24%
20257.90%1.07%
20248.10%1.21%
20238.28%1.40%
20228.25%1.65%
20216.68%1.20%
20208.32%1.52%
20197.59%1.75%
20186.82%2.04%
20176.54%1.80%
20166.77%2.03%
20156.86%2.06%
20146.49%1.87%
20136.19%1.81%
20126.52%2.18%
20117.99%2.05%
201010.64%1.80%
200916.67%1.95%
200812.22%3.02%
20076.25%1.85%
20065.42%1.73%
20056.69%1.73%
20046.81%1.82%
20037.45%1.47%
20028.79%1.70%
20019.67%1.25%
20004.28%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: PIM vs SPY

More Comparisons

Compare with similar stocks