Screener
PHYL vs HYUP
PGIM Active High Yield Bond ETF vs Xtrackers High Beta High Yield Bond ETF
Key differences
Both PHYL and HYUP are fixed income ETFs. PHYL charges 0.39% a year and HYUP 0.20%. The main difference: PHYL follows a active selection strategy; HYUP uses index tracking.
- PHYL follows a active selection strategy; HYUP uses index tracking.
- HYUP costs 0.19% less per year.
- PHYL is much larger than HYUP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HYUP has delivered higher annualized returns.
Side-by-side comparison
| PHYL | HYUP | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.20% |
| Fund size (AUM) | $1.3B | $44M |
| Since | 2018 | 2018 |
| Dividend yield | 7.66% | 7.34% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.2% | +7.6% |
| CAGR 3Y | +9.3% | +10.4% |
| CAGR 5Y | +4.1% | +4.4% |
| Sharpe 3Y | 1.18 | 1.13 |
| Volatility 1Y | 3.35% | 4.29% |
| Max drawdown | -22.07% | -24.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.