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PHYD vs CGHM

Putnam ESG High Yield ETF vs Capital Group Municipal High-Income ETF

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

CGHM

Capital Group Municipal High-Income ETF

Annual cost

0.34%

Fund size

$2.9B

Key differences

  • CGHM costs 0.21% less per year.
  • CGHM is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • PHYD follows a active selection strategy; CGHM uses index tracking.

Side-by-side comparison

PHYDCGHM
Annual cost (TER)0.55%0.34%
Fund size (AUM)$8M$2.9B
Since20232024
Dividend yield8.54%3.80%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.2%+8.7%
CAGR 3Y+9.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.24N/A
Volatility 1Y3.28%3.14%
Max drawdown-4.33%-5.90%

Similar to PHYD and CGHM