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CGUI vs PULT

Capital Group Ultra Short Income ETF vs Putnam ESG Ultra Short ETF -

CGUI

Capital Group Ultra Short Income ETF

Annual cost

0.18%

Fund size

$267M

PULT

Putnam ESG Ultra Short ETF -

Annual cost

0.25%

Fund size

$35M

Key differences

Both CGUI and PULT are fixed income ETFs. CGUI charges 0.18% a year and PULT 0.25%. The main difference: CGUI follows a index tracking strategy; PULT uses active selection.

  • CGUI follows a index tracking strategy; PULT uses active selection.
  • CGUI costs 0.07% less per year.
  • CGUI is much larger than PULT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGUIPULT
Annual cost (TER)0.18%0.25%
Fund size (AUM)$267M$35M
Since20242023
Dividend yield3.89%4.65%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.4%+4.2%
CAGR 3YN/A+5.3%
CAGR 5YN/AN/A
Sharpe 3YN/A2.62
Volatility 1Y0.74%0.77%
Max drawdown-0.18%-0.43%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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