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PCRB vs SUSC

Putnam ESG Core Bond ETF - vs iShares ESG USD Corporate Bond ETF

PCRB

Putnam ESG Core Bond ETF -

Franklin Templeton Investments

Annual cost

0.36%

Fund size

$7M

SUSC

iShares ESG USD Corporate Bond ETF

iShares

Annual cost

0.18%

Fund size

$1.4B

Key differences

  • SUSC costs 0.18% less per year.
  • SUSC is significantly larger than PCRB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SUSC has delivered higher annualized returns.
  • SUSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PCRBSUSC
Annual cost (TER)0.36%0.18%
Fund size (AUM)$7M$1.4B
Since20232017
Dividend yield9.54%4.45%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.3%+6.7%
CAGR 3Y+3.9%+5.0%
CAGR 5YN/A+0.4%
Sharpe 3Y0.080.25
Volatility 1Y3.79%4.47%
Max drawdown-7.20%-22.41%

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

Similar to PCRB and SUSC