Screener
PHYD vs CGMU
Putnam ESG High Yield ETF vs Capital Group Municipal Income ETF
Key differences
- CGMU costs 0.28% less per year.
- CGMU is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
- PHYD follows a active selection strategy; CGMU uses index tracking.
- Over the last 3 years, PHYD has delivered higher annualized returns.
Side-by-side comparison
| PHYD | CGMU | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.27% |
| Fund size (AUM) | $8M | $5.8B |
| Since | 2023 | 2022 |
| Dividend yield | 8.54% | 3.35% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.2% | +6.6% |
| CAGR 3Y | +9.3% | +4.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.24 | 0.39 |
| Volatility 1Y | 3.28% | 2.29% |
| Max drawdown | -4.33% | -4.10% |
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