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PCRB vs IGEB

Putnam ESG Core Bond ETF - vs iShares Investment Grade Systematic Bond ETF

PCRB

Putnam ESG Core Bond ETF -

Annual cost

0.36%

Fund size

$7M

IGEB

iShares Investment Grade Systematic Bond ETF

Annual cost

0.18%

Fund size

$1.4B

Key differences

Both PCRB and IGEB are fixed income ETFs. PCRB charges 0.36% a year and IGEB 0.18%. The main difference: PCRB follows a active selection strategy; IGEB uses index tracking.

  • PCRB follows a active selection strategy; IGEB uses index tracking.
  • IGEB costs 0.18% less per year.
  • IGEB is much larger than PCRB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IGEB has delivered higher annualized returns.
  • IGEB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PCRBIGEB
Annual cost (TER)0.36%0.18%
Fund size (AUM)$7M$1.4B
Since20232017
Dividend yield9.74%5.01%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.8%+5.2%
CAGR 3Y+3.8%+5.6%
CAGR 5YN/A+1.1%
Sharpe 3Y0.060.36
Volatility 1Y3.75%4.15%
Max drawdown-7.20%-21.13%

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

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