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PHYD vs JMSI
Putnam ESG High Yield ETF vs J P Morgan Exchange-Traded Fund Trust - Sustainable Municipal Income Etf Fund
Key differences
- JMSI costs 0.37% less per year.
- JMSI is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
- PHYD follows a active selection strategy; JMSI uses index tracking.
- JMSI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PHYD | JMSI | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.18% |
| Fund size (AUM) | $8M | $364M |
| Since | 2023 | 1993 |
| Dividend yield | 8.54% | 3.67% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.2% | +5.7% |
| CAGR 3Y | +9.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.24 | N/A |
| Volatility 1Y | 3.28% | 2.90% |
| Max drawdown | -4.33% | -4.56% |
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