Screener
DIVY vs PHYD
Sound Equity Income ETF vs Putnam ESG High Yield ETF
Key differences
DIVY is an equity ETF, while PHYD is a fixed income ETF. DIVY charges 0.45% a year and PHYD 0.55%.
- DIVY is an equity fund, while PHYD is a fixed income fund. They carry different risk/return profiles.
- DIVY costs 0.10% less per year.
- DIVY is much larger than PHYD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| DIVY | PHYD | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.55% |
| Fund size (AUM) | $28M | $8M |
| Since | 2020 | 2023 |
| Dividend yield | 3.10% | 8.45% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.4% | +8.3% |
| CAGR 3Y | +9.4% | +9.1% |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.44 | 1.20 |
| Volatility 1Y | 13.06% | 3.40% |
| Max drawdown | -18.23% | -4.33% |
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