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SBND vs PHYD

Columbia Short Duration Bond ETF vs Putnam ESG High Yield ETF

SBND

Columbia Short Duration Bond ETF

Annual cost

0.25%

Fund size

$215M

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

Key differences

Both SBND and PHYD are fixed income ETFs. SBND charges 0.25% a year and PHYD 0.55%. The main difference: SBND follows a index tracking strategy; PHYD uses active selection.

  • SBND follows a index tracking strategy; PHYD uses active selection.
  • SBND costs 0.30% less per year.
  • SBND 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

SBNDPHYD
Annual cost (TER)0.25%0.55%
Fund size (AUM)$215M$8M
Since20212023
Dividend yield4.51%8.45%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.1%+8.3%
CAGR 3Y+6.0%+9.1%
CAGR 5YN/AN/A
Sharpe 3Y0.731.20
Volatility 1Y2.43%3.40%
Max drawdown-10.53%-4.33%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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