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PHYD vs JPIB
Putnam ESG High Yield ETF vs JPMorgan International Bond Opportunities ETF
Key differences
- JPIB costs 0.05% less per year.
- JPIB is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
- PHYD covers north america markets; JPIB covers global ex us.
- PHYD follows a active selection strategy; JPIB uses index tracking.
- Over the last 3 years, PHYD has delivered higher annualized returns.
- JPIB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PHYD | JPIB | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.50% |
| Fund size (AUM) | $8M | $1.9B |
| Since | 2023 | 2017 |
| Dividend yield | 8.54% | 4.92% |
| Asset class | fixed income | fixed income |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.2% | +5.9% |
| CAGR 3Y | +9.3% | +6.1% |
| CAGR 5Y | N/A | +2.9% |
| Sharpe 3Y | 1.24 | 0.64 |
| Volatility 1Y | 3.28% | 3.53% |
| Max drawdown | -4.33% | -13.13% |
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