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HTRB vs PHYD
Hartford Total Return Bond ETF vs Putnam ESG High Yield ETF
Key differences
- HTRB costs 0.26% less per year.
- HTRB is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
- HTRB covers global markets; PHYD covers north america.
- Over the last 3 years, PHYD has delivered higher annualized returns.
- HTRB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HTRB | PHYD | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.55% |
| Fund size (AUM) | $2.2B | $8M |
| Since | 2017 | 2023 |
| Dividend yield | 4.63% | 8.54% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.2% | +9.2% |
| CAGR 3Y | +4.8% | +9.3% |
| CAGR 5Y | +0.5% | N/A |
| Sharpe 3Y | 0.24 | 1.24 |
| Volatility 1Y | 3.88% | 3.28% |
| Max drawdown | -19.48% | -4.33% |
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