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PHYD vs GKAT

Putnam ESG High Yield ETF vs Scharf Global Opportunity ETF

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

Key differences

PHYD is a fixed income ETF, while GKAT is an equity ETF. PHYD charges 0.55% a year and GKAT 0.59%.

  • PHYD is a fixed income fund, while GKAT is an equity fund. They carry different risk/return profiles.
  • PHYD covers North America; GKAT covers global markets.
  • GKAT is much larger than PHYD. Larger funds are usually more liquid and less likely to close.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PHYDGKAT
Annual cost (TER)0.55%0.59%
Fund size (AUM)$8M$165M
Since20232014
Dividend yield8.45%0.45%
Asset classfixed incomeequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+7.7%N/A
CAGR 3Y+9.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.18N/A
Volatility 1Y3.36%
Max drawdown-4.33%-10.41%

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

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