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PCRB vs SLQD

Putnam ESG Core Bond ETF - vs iShares 0-5 Year Investment Grade Corporate Bond ETF

PCRB

Putnam ESG Core Bond ETF -

Annual cost

0.36%

Fund size

$7M

SLQD

iShares 0-5 Year Investment Grade Corporate Bond ETF

Annual cost

0.06%

Fund size

$2.3B

Key differences

Both PCRB and SLQD are fixed income ETFs. PCRB charges 0.36% a year and SLQD 0.06%. The main difference: PCRB follows a active selection strategy; SLQD uses index tracking.

  • PCRB follows a active selection strategy; SLQD uses index tracking.
  • SLQD costs 0.30% less per year.
  • SLQD is much larger than PCRB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SLQD has delivered higher annualized returns.
  • SLQD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PCRBSLQD
Annual cost (TER)0.36%0.06%
Fund size (AUM)$7M$2.3B
Since20232013
Dividend yield9.74%4.28%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.8%+4.3%
CAGR 3Y+3.8%+5.2%
CAGR 5YN/A+2.5%
Sharpe 3Y0.060.78
Volatility 1Y3.75%1.49%
Max drawdown-7.20%-12.69%

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

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