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PHYD vs PULT

Putnam ESG High Yield ETF vs Putnam ESG Ultra Short ETF -

PHYD

Putnam ESG High Yield ETF

Franklin Templeton Investments

Annual cost

0.55%

Fund size

$8M

PULT

Putnam ESG Ultra Short ETF -

Franklin Templeton Investments

Annual cost

0.25%

Fund size

$43M

Key differences

  • PULT costs 0.30% less per year.
  • PULT is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • PHYD follows a active selection strategy; PULT uses index tracking.
  • Over the last 3 years, PHYD has delivered higher annualized returns.

Side-by-side comparison

PHYDPULT
Annual cost (TER)0.55%0.25%
Fund size (AUM)$8M$43M
Since20232023
Dividend yield8.54%4.62%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.1%+4.3%
CAGR 3Y+9.1%+5.4%
CAGR 5YN/AN/A
Sharpe 3Y1.203.12
Volatility 1Y3.30%0.57%
Max drawdown-4.33%-0.33%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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