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FCUS vs PHYD

Pinnacle Focused Opportunities ETF vs Putnam ESG High Yield ETF

FCUS

Pinnacle Focused Opportunities ETF

Annual cost

0.80%

Fund size

$94M

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

Key differences

FCUS is an equity ETF, while PHYD is a fixed income ETF. FCUS charges 0.80% a year and PHYD 0.55%.

  • FCUS is an equity fund, while PHYD is a fixed income fund. They carry different risk/return profiles.
  • PHYD costs 0.25% less per year.
  • FCUS is much larger than PHYD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FCUS has delivered higher annualized returns.

Side-by-side comparison

FCUSPHYD
Annual cost (TER)0.80%0.55%
Fund size (AUM)$94M$8M
Since20222023
Dividend yield0.95%8.45%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+83.3%+7.7%
CAGR 3Y+35.5%+8.9%
CAGR 5YN/AN/A
Sharpe 3Y1.011.14
Volatility 1Y34.79%3.36%
Max drawdown-39.89%-4.33%

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

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