Screener
PHYD vs UTHY
Putnam ESG High Yield ETF vs F/m US Treasury 30 Year Bond ETF
Key differences
Both PHYD and UTHY are fixed income ETFs. PHYD charges 0.55% a year and UTHY 0.15%. The main difference: PHYD follows a active selection strategy; UTHY uses index tracking.
- PHYD follows a active selection strategy; UTHY uses index tracking.
- UTHY costs 0.40% less per year.
- UTHY 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
| PHYD | UTHY | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.15% |
| Fund size (AUM) | $8M | $24M |
| Since | 2023 | 2023 |
| Dividend yield | 8.45% | 5.02% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.7% | +2.7% |
| CAGR 3Y | +9.0% | -2.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.18 | -0.38 |
| Volatility 1Y | 3.36% | 9.31% |
| Max drawdown | -4.33% | -21.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.