Skip to content
Beacon
Screener

HMOP vs PHYD

Hartford Municipal Opportunities ETF vs Putnam ESG High Yield ETF

HMOP

Hartford Municipal Opportunities ETF

Annual cost

0.29%

Fund size

$740M

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

Key differences

  • HMOP costs 0.26% less per year.
  • HMOP is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • HMOP follows a index tracking strategy; PHYD uses active selection.
  • Over the last 3 years, PHYD has delivered higher annualized returns.
  • HMOP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HMOPPHYD
Annual cost (TER)0.29%0.55%
Fund size (AUM)$740M$8M
Since20172023
Dividend yield3.48%8.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.3%+9.2%
CAGR 3Y+4.7%+9.3%
CAGR 5Y+1.4%N/A
Sharpe 3Y0.311.24
Volatility 1Y2.73%3.28%
Max drawdown-13.12%-4.33%

Similar to HMOP and PHYD