Screener
PHYD vs IUSB
Putnam ESG High Yield ETF vs iShares Core Universal USD Bond ETF
Key differences
Both PHYD and IUSB are fixed income ETFs. PHYD charges 0.55% a year and IUSB 0.06%. The main difference: PHYD follows a active selection strategy; IUSB uses index tracking.
- PHYD follows a active selection strategy; IUSB uses index tracking.
- IUSB costs 0.49% less per year.
- IUSB 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.
- IUSB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PHYD | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.06% |
| Fund size (AUM) | $8M | $39.8B |
| Since | 2023 | 2014 |
| Dividend yield | 8.45% | 4.24% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.7% | +4.6% |
| CAGR 3Y | +9.0% | +4.3% |
| CAGR 5Y | N/A | +0.4% |
| Sharpe 3Y | 1.18 | 0.16 |
| Volatility 1Y | 3.36% | 3.60% |
| Max drawdown | -4.33% | -17.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.