Screener
CWS vs PHYD
AdvisorShares Focused Equity ETF vs Putnam ESG High Yield ETF
Key differences
CWS is an equity ETF, while PHYD is a fixed income ETF. CWS charges 0.65% a year and PHYD 0.55%.
- CWS is an equity fund, while PHYD is a fixed income fund. They carry different risk/return profiles.
- PHYD costs 0.10% less per year.
- CWS is much larger than PHYD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CWS has delivered higher annualized returns.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | PHYD | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.55% |
| Fund size (AUM) | $133M | $8M |
| Since | 2016 | 2023 |
| Dividend yield | 0.31% | 8.45% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | -0.3% | +7.7% |
| CAGR 3Y | +11.4% | +8.9% |
| CAGR 5Y | +8.4% | N/A |
| Sharpe 3Y | 0.58 | 1.14 |
| Volatility 1Y | 13.33% | 3.36% |
| Max drawdown | -33.82% | -4.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.