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PHYD vs FDHY

Putnam ESG High Yield ETF vs Fidelity Enhanced High Yield ETF

PHYD

Putnam ESG High Yield ETF

Franklin Templeton Investments

Annual cost

0.55%

Fund size

$8M

FDHY

Fidelity Enhanced High Yield ETF

Fidelity Investments

Annual cost

0.35%

Fund size

$497M

Key differences

  • FDHY costs 0.20% less per year.
  • FDHY is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • PHYD follows a active selection strategy; FDHY uses index tracking.
  • FDHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PHYDFDHY
Annual cost (TER)0.55%0.35%
Fund size (AUM)$8M$497M
Since20232018
Dividend yield8.54%6.54%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.1%+9.3%
CAGR 3Y+9.1%+8.9%
CAGR 5YN/A+4.0%
Sharpe 3Y1.201.01
Volatility 1Y3.30%3.76%
Max drawdown-4.33%-20.01%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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