Screener
CGBL vs PHYD
Capital Group Core Balanced ETF vs Putnam ESG High Yield ETF
Key differences
CGBL is a mixed asset ETF, while PHYD is a fixed income ETF. CGBL charges 0.33% a year and PHYD 0.55%.
- CGBL is a mixed asset fund, while PHYD is a fixed income fund. They carry different risk/return profiles.
- CGBL costs 0.22% less per year.
- CGBL is much larger than PHYD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGBL | PHYD | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.55% |
| Fund size (AUM) | $6.7B | $8M |
| Since | 2023 | 2023 |
| Dividend yield | 1.86% | 8.45% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +16.4% | +7.7% |
| CAGR 3Y | N/A | +8.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.14 |
| Volatility 1Y | 9.86% | 3.36% |
| Max drawdown | -11.66% | -4.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.