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PHYD vs YLD

Putnam ESG High Yield ETF vs Principal Active High Yield ETF

PHYD

Putnam ESG High Yield ETF

Franklin Templeton Investments

Annual cost

0.55%

Fund size

$8M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.16% less per year.
  • YLD is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • PHYD is classified as fixed income, while YLD is alternative — different risk/return profiles.
  • PHYD covers north america markets; YLD covers global.
  • PHYD follows a active selection strategy; YLD uses multi strategy.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PHYDYLD
Annual cost (TER)0.55%0.39%
Fund size (AUM)$8M$524M
Since20232015
Dividend yield8.54%7.31%
Asset classfixed incomealternative
Regionnorth americaglobal
Strategyactive selectionmulti strategy
CAGR 1Y+9.1%+8.3%
CAGR 3Y+9.1%+8.9%
CAGR 5YN/A+5.0%
Sharpe 3Y1.200.90
Volatility 1Y3.30%4.32%
Max drawdown-4.33%-28.34%

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

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