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PHYD vs SBND

Putnam ESG High Yield ETF vs Columbia Short Duration Bond ETF

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

SBND

Columbia Short Duration Bond ETF

Annual cost

0.25%

Fund size

$215M

Key differences

Both PHYD and SBND are fixed income ETFs. PHYD charges 0.55% a year and SBND 0.25%. The main difference: PHYD follows a active selection strategy; SBND uses index tracking.

  • PHYD follows a active selection strategy; SBND uses index tracking.
  • SBND costs 0.30% less per year.
  • SBND is much larger than PHYD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PHYD has delivered higher annualized returns.

Side-by-side comparison

PHYDSBND
Annual cost (TER)0.55%0.25%
Fund size (AUM)$8M$215M
Since20232021
Dividend yield8.45%4.51%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+8.3%+5.1%
CAGR 3Y+9.1%+6.0%
CAGR 5YN/AN/A
Sharpe 3Y1.200.73
Volatility 1Y3.40%2.43%
Max drawdown-4.33%-10.53%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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