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CGHM vs PHYD

Capital Group Municipal High-Income ETF vs Putnam ESG High Yield ETF

CGHM

Capital Group Municipal High-Income ETF

Annual cost

0.34%

Fund size

$2.9B

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

Key differences

  • CGHM costs 0.21% less per year.
  • CGHM is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • CGHM follows a index tracking strategy; PHYD uses active selection.

Side-by-side comparison

CGHMPHYD
Annual cost (TER)0.34%0.55%
Fund size (AUM)$2.9B$8M
Since20242023
Dividend yield3.80%8.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+8.7%+9.2%
CAGR 3YN/A+9.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.24
Volatility 1Y3.14%3.28%
Max drawdown-5.90%-4.33%

Similar to CGHM and PHYD