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Screener

SBND vs PHYL

Columbia Short Duration Bond ETF vs PGIM Active High Yield Bond ETF

SBND

Columbia Short Duration Bond ETF

Annual cost

0.25%

Fund size

$215M

PHYL

PGIM Active High Yield Bond ETF

Annual cost

0.39%

Fund size

$1.3B

Key differences

Both SBND and PHYL are fixed income ETFs. SBND charges 0.25% a year and PHYL 0.39%. The main difference: SBND follows a index tracking strategy; PHYL uses active selection.

  • SBND follows a index tracking strategy; PHYL uses active selection.
  • SBND costs 0.14% less per year.
  • PHYL is much larger than SBND. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PHYL has delivered higher annualized returns.

Side-by-side comparison

SBNDPHYL
Annual cost (TER)0.25%0.39%
Fund size (AUM)$215M$1.3B
Since20212018
Dividend yield4.51%7.66%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.1%+6.9%
CAGR 3Y+6.0%+9.0%
CAGR 5YN/A+4.0%
Sharpe 3Y0.731.13
Volatility 1Y2.43%3.31%
Max drawdown-10.53%-22.07%

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

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