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PHYD vs CGCP

Putnam ESG High Yield ETF vs Capital Group Core Plus Income ETF

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

CGCP

Capital Group Core Plus Income ETF

Annual cost

0.34%

Fund size

$7.6B

Key differences

  • CGCP costs 0.21% less per year.
  • CGCP is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • PHYD covers north america markets; CGCP covers global.
  • Over the last 3 years, PHYD has delivered higher annualized returns.

Side-by-side comparison

PHYDCGCP
Annual cost (TER)0.55%0.34%
Fund size (AUM)$8M$7.6B
Since20232022
Dividend yield8.54%5.14%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+9.2%+6.5%
CAGR 3Y+9.3%+5.2%
CAGR 5YN/AN/A
Sharpe 3Y1.240.33
Volatility 1Y3.28%3.72%
Max drawdown-4.33%-15.07%

Similar to PHYD and CGCP