Screener
PHYD vs KAT
Putnam ESG High Yield ETF vs Scharf ETF
Key differences
PHYD is a fixed income ETF, while KAT is an equity ETF. PHYD charges 0.55% a year and KAT 0.75%.
- PHYD is a fixed income fund, while KAT is an equity fund. They carry different risk/return profiles.
- PHYD costs 0.20% less per year.
- KAT is much larger than PHYD. Larger funds are usually more liquid and less likely to close.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PHYD | KAT | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.75% |
| Fund size (AUM) | $8M | $682M |
| Since | 2023 | 2011 |
| Dividend yield | 8.45% | 0.39% |
| Asset class | fixed income | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.7% | N/A |
| CAGR 3Y | +9.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.18 | N/A |
| Volatility 1Y | 3.36% | — |
| Max drawdown | -4.33% | -9.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.