USVN vs PHYD
Comparison between F/M US TREASURY 7 YEAR NOTE ETF (USVN, ETF) and Putnam ESG High Yield ETF (PHYD, ETF).
USVN vs PHYD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USVN
$7.60M
PHYD
N/A
Expense Ratio
USVN
0.15%
PHYD
N/A
Max Drawdown
USVN
9.67%
Winner
PHYD
6.72%
Sharpe Ratio
USVN
-0.06
Winner
PHYD
1.18
5Y Beta
Winner
USVN
-0.01
PHYD
0.19
USVN vs PHYD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USVN
+0.97%
PHYD
-0.38%
3M
USVN
-0.85%
Winner
PHYD
+2.15%
6M
USVN
-0.24%
Winner
PHYD
+3.13%
1Y
USVN
+3.66%
Winner
PHYD
+7.63%
Max(CAGR)
USVN
+2.41%
Winner
PHYD
+7.87%
USVN vs PHYD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | USVN | PHYD |
|---|---|---|
| 2026 | -0.36% | +2.34% |
| 2025 | +7.58% | +8.85% |
| 2024 | +0.37% | +7.90% |
| 2023 | +0.67% | +8.09% |
USVN vs PHYD Drawdown Comparison
The maximum drawdown for USVN was -8.26%, occurring on Oct 19, 2023. Recovery took 311 trading sessions.
The maximum drawdown for PHYD was -4.33%, occurring on Mar 15, 2023. Recovery took 109 trading sessions.
The current USVN drawdown is -2.40%. The current PHYD drawdown is -0.79%.
| Rank | USVN | PHYD |
|---|---|---|
| #1 | -8.26% May 4, 2023 - Jul 31, 2024 | -4.33% Feb 2, 2023 - Jul 12, 2023 |
| #2 | -5.85% Sep 16, 2024 - Apr 4, 2025 | -4.14% Feb 26, 2025 - Apr 29, 2025 |
| #3 | -3.68% Feb 27, 2026 - May 19, 2026 | -3.45% Aug 31, 2023 - Nov 3, 2023 |
| #4 | -2.71% Apr 4, 2025 - Jun 30, 2025 | -2.09% Feb 18, 2026 - Apr 6, 2026 |
| #5 | -1.87% Apr 6, 2023 - May 3, 2023 | -1.70% Mar 28, 2024 - May 6, 2024 |
| #6 | -1.40% Jun 30, 2025 - Aug 1, 2025 | -1.69% Jul 19, 2023 - Aug 30, 2023 |
| #7 | -1.30% Nov 26, 2025 - Feb 12, 2026 | -1.40% Dec 6, 2024 - Jan 24, 2025 |
| #8 | -1.27% Aug 5, 2024 - Aug 21, 2024 | -1.17% Oct 27, 2025 - Dec 3, 2025 |
| #9 | -1.10% Oct 21, 2025 - Nov 24, 2025 | -1.02% Dec 28, 2023 - Jan 12, 2024 |
| #10 | -0.94% Sep 11, 2025 - Oct 13, 2025 | -0.96% May 29, 2026 - Jun 8, 2026 |
| #11 | -0.65% Aug 21, 2024 - Sep 4, 2024 | -0.93% Oct 2, 2025 - Oct 15, 2025 |
| #12 | -0.58% Aug 4, 2025 - Aug 22, 2025 | -0.84% Oct 2, 2024 - Nov 8, 2024 |
| #13 | -0.27% Aug 29, 2025 - Sep 3, 2025 | -0.84% Jul 31, 2024 - Aug 13, 2024 |
| #14 | -0.22% Feb 13, 2026 - Feb 23, 2026 | -0.78% May 8, 2026 - May 26, 2026 |
| #15 | -0.22% Sep 8, 2025 - Sep 11, 2025 | -0.77% Feb 1, 2024 - Mar 1, 2024 |
Correlation
Correlation between USVN and PHYD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
USVN vs PHYD dividend yield comparison.
| Year | USVN | PHYD |
|---|---|---|
| 2026 | 1.56% | 4.74% |
| 2025 | 3.81% | 6.63% |
| 2024 | 4.07% | 6.80% |
| 2023 | 2.91% | 6.15% |
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