PSDYX vs. ITOT
Compare and contrast key facts about Putnam Ultra Short Duration Income Fund (PSDYX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
PSDYX is managed by Putnam. It was launched on Oct 17, 2011. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSDYX or ITOT.
Correlation
The correlation between PSDYX and ITOT is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PSDYX vs. ITOT - Performance Comparison
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Key characteristics
PSDYX:
3.50
ITOT:
0.47
PSDYX:
11.89
ITOT:
0.82
PSDYX:
3.66
ITOT:
1.12
PSDYX:
13.60
ITOT:
0.50
PSDYX:
55.92
ITOT:
1.91
PSDYX:
0.10%
ITOT:
5.12%
PSDYX:
1.54%
ITOT:
19.71%
PSDYX:
-2.58%
ITOT:
-55.20%
PSDYX:
-0.10%
ITOT:
-8.10%
Returns By Period
In the year-to-date period, PSDYX achieves a 1.47% return, which is significantly higher than ITOT's -3.83% return. Over the past 10 years, PSDYX has underperformed ITOT with an annualized return of 2.32%, while ITOT has yielded a comparatively higher 11.81% annualized return.
PSDYX
1.47%
0.49%
2.31%
5.37%
3.11%
2.32%
ITOT
-3.83%
4.08%
-5.75%
9.23%
15.23%
11.81%
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PSDYX vs. ITOT - Expense Ratio Comparison
PSDYX has a 0.30% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
PSDYX vs. ITOT — Risk-Adjusted Performance Rank
PSDYX
ITOT
PSDYX vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Ultra Short Duration Income Fund (PSDYX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.
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Dividends
PSDYX vs. ITOT - Dividend Comparison
PSDYX's dividend yield for the trailing twelve months is around 5.03%, more than ITOT's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSDYX Putnam Ultra Short Duration Income Fund | 5.03% | 5.21% | 4.85% | 1.77% | 0.38% | 1.09% | 2.52% | 2.21% | 1.27% | 0.89% | 0.57% | 0.63% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.32% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
PSDYX vs. ITOT - Drawdown Comparison
The maximum PSDYX drawdown since its inception was -2.58%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for PSDYX and ITOT. For additional features, visit the drawdowns tool.
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Volatility
PSDYX vs. ITOT - Volatility Comparison
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