PMYYX vs. FTCS
Compare and contrast key facts about Putnam Multi-Cap Core Fund (PMYYX) and First Trust Capital Strength ETF (FTCS).
PMYYX is managed by Putnam. It was launched on Sep 24, 2010. FTCS is a passively managed fund by First Trust that tracks the performance of the The NASDAQ Capital Strength Index. It was launched on Jul 6, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMYYX or FTCS.
Key characteristics
| PMYYX | FTCS | |
|---|---|---|
| YTD Return | 20.18% | 13.92% |
| 1Y Return | 27.98% | 21.24% |
| 3Y Return (Ann) | 11.25% | 6.79% |
| 5Y Return (Ann) | 16.93% | 11.00% |
| 10Y Return (Ann) | 13.27% | 11.16% |
| Sharpe Ratio | 2.31 | 2.15 |
| Daily Std Dev | 12.62% | 9.33% |
| Max Drawdown | -35.25% | -53.64% |
| Current Drawdown | -0.72% | -0.09% |
Correlation
The correlation between PMYYX and FTCS is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PMYYX vs. FTCS - Performance Comparison
In the year-to-date period, PMYYX achieves a 20.18% return, which is significantly higher than FTCS's 13.92% return. Over the past 10 years, PMYYX has outperformed FTCS with an annualized return of 13.27%, while FTCS has yielded a comparatively lower 11.16% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PMYYX vs. FTCS - Expense Ratio Comparison
PMYYX has a 0.71% expense ratio, which is higher than FTCS's 0.56% expense ratio.
Risk-Adjusted Performance
PMYYX vs. FTCS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Multi-Cap Core Fund (PMYYX) and First Trust Capital Strength ETF (FTCS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PMYYX vs. FTCS - Dividend Comparison
PMYYX's dividend yield for the trailing twelve months is around 2.18%, more than FTCS's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMYYX Putnam Multi-Cap Core Fund | 2.18% | 2.62% | 5.26% | 9.25% | 2.41% | 5.48% | 2.36% | 2.71% | 1.21% | 2.29% | 2.15% | 10.12% |
FTCS First Trust Capital Strength ETF | 1.27% | 1.47% | 1.23% | 1.06% | 0.93% | 1.26% | 1.26% | 1.15% | 1.43% | 1.50% | 2.01% | 1.34% |
Drawdowns
PMYYX vs. FTCS - Drawdown Comparison
The maximum PMYYX drawdown since its inception was -35.25%, smaller than the maximum FTCS drawdown of -53.64%. Use the drawdown chart below to compare losses from any high point for PMYYX and FTCS. For additional features, visit the drawdowns tool.
Volatility
PMYYX vs. FTCS - Volatility Comparison
Putnam Multi-Cap Core Fund (PMYYX) has a higher volatility of 3.99% compared to First Trust Capital Strength ETF (FTCS) at 2.42%. This indicates that PMYYX's price experiences larger fluctuations and is considered to be riskier than FTCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.