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PHYD vs SDFI

Putnam ESG High Yield ETF vs AB Short Duration Income ETF

PHYD

Putnam ESG High Yield ETF

Franklin Templeton Investments

Annual cost

0.55%

Fund size

$8M

SDFI

AB Short Duration Income ETF

AllianceBernstein

Annual cost

0.30%

Fund size

$173M

Key differences

  • SDFI costs 0.25% less per year.
  • SDFI is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • SDFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PHYDSDFI
Annual cost (TER)0.55%0.30%
Fund size (AUM)$8M$173M
Since20232018
Dividend yield8.54%4.67%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+9.1%+4.8%
CAGR 3Y+9.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.20N/A
Volatility 1Y3.30%2.09%
Max drawdown-4.33%-1.21%

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

Similar to PHYD and SDFI