Screener
PFIG vs PHYD
Invesco Fundamental Investment Grade Corporate Bond ETF vs Putnam ESG High Yield ETF
Key differences
Both PFIG and PHYD are fixed income ETFs. PFIG charges 0.22% a year and PHYD 0.55%. The main difference: PFIG follows a index tracking strategy; PHYD uses active selection.
- PFIG follows a index tracking strategy; PHYD uses active selection.
- PFIG costs 0.33% less per year.
- PFIG is much larger than PHYD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PHYD has delivered higher annualized returns.
- PFIG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PFIG | PHYD | |
|---|---|---|
| Annual cost (TER) | 0.22% | 0.55% |
| Fund size (AUM) | $115M | $8M |
| Since | 2011 | 2023 |
| Dividend yield | 4.39% | 8.45% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.4% | +7.7% |
| CAGR 3Y | +5.1% | +8.9% |
| CAGR 5Y | +1.3% | N/A |
| Sharpe 3Y | 0.34 | 1.14 |
| Volatility 1Y | 3.11% | 3.36% |
| Max drawdown | -15.73% | -4.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.