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PCRB vs SUSB

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

PCRB

Putnam ESG Core Bond ETF -

Franklin Templeton Investments

Annual cost

0.36%

Fund size

$7M

SUSB

iShares ESG 1-5 Year USD Corporate Bond ETF

iShares

Annual cost

0.12%

Fund size

$1.1B

Key differences

  • SUSB costs 0.24% less per year.
  • SUSB is significantly larger than PCRB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SUSB has delivered higher annualized returns.
  • SUSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PCRBSUSB
Annual cost (TER)0.36%0.12%
Fund size (AUM)$7M$1.1B
Since20232017
Dividend yield9.54%4.49%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.3%+4.8%
CAGR 3Y+3.9%+5.3%
CAGR 5YN/A+2.2%
Sharpe 3Y0.080.64
Volatility 1Y3.79%1.94%
Max drawdown-7.20%-13.25%

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

Similar to PCRB and SUSB