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NUHY vs PHYD

Nuveen ESG High Yield Corporate Bond ETF vs Putnam ESG High Yield ETF

NUHY

Nuveen ESG High Yield Corporate Bond ETF

Nuveen

Annual cost

0.30%

Fund size

$108M

PHYD

Putnam ESG High Yield ETF

Franklin Templeton Investments

Annual cost

0.55%

Fund size

$8M

Key differences

  • NUHY costs 0.25% less per year.
  • NUHY is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • NUHY follows a index tracking strategy; PHYD uses active selection.

Side-by-side comparison

NUHYPHYD
Annual cost (TER)0.30%0.55%
Fund size (AUM)$108M$8M
Since20192023
Dividend yield6.54%8.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+7.3%+9.1%
CAGR 3Y+8.6%+9.1%
CAGR 5Y+3.4%N/A
Sharpe 3Y0.871.20
Volatility 1Y3.84%3.30%
Max drawdown-20.52%-4.33%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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