Skip to content
Beacon
Screener

PHYD vs CGSD

Putnam ESG High Yield ETF vs Capital Group Short Duration Income ETF

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • CGSD costs 0.30% less per year.
  • CGSD is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PHYD has delivered higher annualized returns.

Side-by-side comparison

PHYDCGSD
Annual cost (TER)0.55%0.25%
Fund size (AUM)$8M$2.2B
Since20232022
Dividend yield8.54%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+9.2%+4.6%
CAGR 3Y+9.3%+5.2%
CAGR 5YN/AN/A
Sharpe 3Y1.240.80
Volatility 1Y3.28%1.47%
Max drawdown-4.33%-1.75%

Similar to PHYD and CGSD