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PHYD vs FXED

Putnam ESG High Yield ETF vs Sound Enhanced Fixed Income ETF

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

FXED

Sound Enhanced Fixed Income ETF

Annual cost

1.89%

Fund size

$40M

Key differences

Both PHYD and FXED are fixed income ETFs. PHYD charges 0.55% a year and FXED 1.89%. The main difference: PHYD costs 1.34% less per year.

  • PHYD costs 1.34% less per year.
  • FXED is much larger than PHYD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PHYD has delivered higher annualized returns.

Side-by-side comparison

PHYDFXED
Annual cost (TER)0.55%1.89%
Fund size (AUM)$8M$40M
Since20232020
Dividend yield8.45%7.10%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+8.3%+4.5%
CAGR 3Y+9.1%+6.6%
CAGR 5YN/A+2.3%
Sharpe 3Y1.200.38
Volatility 1Y3.40%6.85%
Max drawdown-4.33%-20.07%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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