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PCRB vs IGSB

Putnam ESG Core Bond ETF - vs iShares 1-5 Year Investment Grade Corporate Bond ETF

PCRB

Putnam ESG Core Bond ETF -

Annual cost

0.36%

Fund size

$7M

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$22.0B

Key differences

Both PCRB and IGSB are fixed income ETFs. PCRB charges 0.36% a year and IGSB 0.04%. The main difference: PCRB follows a active selection strategy; IGSB uses index tracking.

  • PCRB follows a active selection strategy; IGSB uses index tracking.
  • IGSB costs 0.32% less per year.
  • IGSB is much larger than PCRB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IGSB has delivered higher annualized returns.
  • IGSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PCRBIGSB
Annual cost (TER)0.36%0.04%
Fund size (AUM)$7M$22.0B
Since20232007
Dividend yield9.74%4.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.8%+4.5%
CAGR 3Y+3.8%+5.5%
CAGR 5YN/A+2.4%
Sharpe 3Y0.060.74
Volatility 1Y3.75%1.92%
Max drawdown-7.20%-13.38%

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

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