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PHYD vs SHYM

Putnam ESG High Yield ETF vs BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF

PHYD

Putnam ESG High Yield ETF

Franklin Templeton Investments

Annual cost

0.55%

Fund size

$8M

SHYM

BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

  • PHYD follows a active selection strategy; SHYM uses index tracking.
  • Over the last 3 years, PHYD has delivered higher annualized returns.

Side-by-side comparison

PHYDSHYM
Annual cost (TER)0.55%
Fund size (AUM)$8M
Since2023
Dividend yield8.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.1%+4.4%
CAGR 3Y+9.1%+5.7%
CAGR 5YN/A+1.2%
Sharpe 3Y1.200.34
Volatility 1Y3.30%3.14%
Max drawdown-4.33%-22.55%

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

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