Screener
FORH vs PHYD
Formidable ETF vs Putnam ESG High Yield ETF
Key differences
FORH is an alternative ETF, while PHYD is a fixed income ETF. FORH charges 1.19% a year and PHYD 0.55%.
- FORH is an alternative fund, while PHYD is a fixed income fund. They carry different risk/return profiles.
- FORH follows a option income strategy; PHYD uses active selection.
- PHYD costs 0.64% less per year.
- Over the last three years, PHYD has delivered higher annualized returns.
Side-by-side comparison
| FORH | PHYD | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.55% |
| Fund size (AUM) | $20M | $8M |
| Since | 2021 | 2023 |
| Dividend yield | 1.73% | 8.45% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +10.7% | +7.7% |
| CAGR 3Y | +4.4% | +9.0% |
| CAGR 5Y | +1.5% | N/A |
| Sharpe 3Y | 0.13 | 1.18 |
| Volatility 1Y | 16.00% | 3.36% |
| Max drawdown | -20.73% | -4.33% |
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