Screener
SPHY vs PHYL
State Street SPDR Portfolio High Yield Bond ETF vs PGIM Active High Yield Bond ETF
Key differences
Both SPHY and PHYL are fixed income ETFs. SPHY charges 0.05% a year and PHYL 0.39%. The main difference: SPHY follows a index tracking strategy; PHYL uses active selection.
- SPHY follows a index tracking strategy; PHYL uses active selection.
- SPHY costs 0.34% less per year.
- SPHY is much larger than PHYL. Larger funds are usually more liquid and less likely to close.
- SPHY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPHY | PHYL | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.39% |
| Fund size (AUM) | $11.1B | $1.3B |
| Since | 2012 | 2018 |
| Dividend yield | 7.25% | 7.66% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +7.2% | +7.2% |
| CAGR 3Y | +9.2% | +9.3% |
| CAGR 5Y | +4.4% | +4.1% |
| Sharpe 3Y | 1.06 | 1.18 |
| Volatility 1Y | 3.72% | 3.35% |
| Max drawdown | -21.97% | -22.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.