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BOND vs PCRB

PIMCO Active Bond Exchange-Traded Fund vs Putnam ESG Core Bond ETF -

BOND

PIMCO Active Bond Exchange-Traded Fund

Annual cost

0.54%

Fund size

$7.9B

PCRB

Putnam ESG Core Bond ETF -

Annual cost

0.36%

Fund size

$7M

Key differences

  • PCRB costs 0.18% less per year.
  • BOND is significantly larger than PCRB — larger funds tend to be more liquid and less likely to close.
  • BOND follows a active selection strategy; PCRB uses index tracking.
  • BOND has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BONDPCRB
Annual cost (TER)0.54%0.36%
Fund size (AUM)$7.9B$7M
Since20122023
Dividend yield5.17%9.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.2%+5.2%
CAGR 3Y+5.2%+4.3%
CAGR 5Y+0.6%N/A
Sharpe 3Y0.320.16
Volatility 1Y3.99%3.77%
Max drawdown-19.71%-7.20%

Similar to BOND and PCRB