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PEPS vs PCRB
Parametric Equity Plus ETF vs Putnam ESG Core Bond ETF -
Key differences
- PEPS costs 0.26% less per year.
- PEPS is significantly larger than PCRB — larger funds tend to be more liquid and less likely to close.
- PEPS is classified as alternative, while PCRB is fixed income — different risk/return profiles.
- PEPS follows a option income strategy; PCRB uses index tracking.
Side-by-side comparison
| PEPS | PCRB | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.36% |
| Fund size (AUM) | $26M | $7M |
| Since | 2024 | 2023 |
| Dividend yield | 0.94% | 9.54% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +34.9% | +5.3% |
| CAGR 3Y | N/A | +4.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.15 |
| Volatility 1Y | 13.21% | 3.80% |
| Max drawdown | -9.79% | -7.20% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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