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PHYD vs HYS

Putnam ESG High Yield ETF vs PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

HYS

PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund

Annual cost

0.56%

Fund size

$1.7B

Key differences

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

Side-by-side comparison

PHYDHYS
Annual cost (TER)0.55%0.56%
Fund size (AUM)$8M$1.7B
Since20232011
Dividend yield8.54%7.32%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.2%+7.6%
CAGR 3Y+9.3%+9.0%
CAGR 5YN/A+5.3%
Sharpe 3Y1.241.08
Volatility 1Y3.28%3.47%
Max drawdown-4.33%-20.91%

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