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PHYD vs LDUR

Putnam ESG High Yield ETF vs PIMCO Enhanced Low Duration Active Exchange-Traded Fund

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

LDUR

PIMCO Enhanced Low Duration Active Exchange-Traded Fund

Annual cost

0.54%

Fund size

$1.4B

Key differences

  • LDUR is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PHYD has delivered higher annualized returns.
  • LDUR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PHYDLDUR
Annual cost (TER)0.55%0.54%
Fund size (AUM)$8M$1.4B
Since20232014
Dividend yield8.54%4.42%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+9.2%+4.7%
CAGR 3Y+9.3%+5.2%
CAGR 5YN/A+2.3%
Sharpe 3Y1.240.79
Volatility 1Y3.28%1.57%
Max drawdown-4.33%-8.68%

Similar to PHYD and LDUR