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BOND vs PHYD

PIMCO Active Bond Exchange-Traded Fund vs Putnam ESG High Yield ETF

BOND

PIMCO Active Bond Exchange-Traded Fund

Annual cost

0.54%

Fund size

$7.9B

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

Key differences

  • BOND is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PHYD has delivered higher annualized returns.
  • BOND has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BONDPHYD
Annual cost (TER)0.54%0.55%
Fund size (AUM)$7.9B$8M
Since20122023
Dividend yield5.17%8.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+7.2%+9.2%
CAGR 3Y+5.2%+9.3%
CAGR 5Y+0.6%N/A
Sharpe 3Y0.321.24
Volatility 1Y3.99%3.28%
Max drawdown-19.71%-4.33%

Similar to BOND and PHYD