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UTHY vs PHYD
F/m US Treasury 30 Year Bond ETF vs Putnam ESG High Yield ETF
Key differences
Both UTHY and PHYD are fixed income ETFs. UTHY charges 0.15% a year and PHYD 0.55%. The main difference: UTHY follows a index tracking strategy; PHYD uses active selection.
- UTHY follows a index tracking strategy; PHYD uses active selection.
- UTHY costs 0.40% less per year.
- UTHY 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
| UTHY | PHYD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.55% |
| Fund size (AUM) | $24M | $8M |
| Since | 2023 | 2023 |
| Dividend yield | 5.02% | 8.45% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +2.7% | +7.7% |
| CAGR 3Y | -2.4% | +9.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.38 | 1.18 |
| Volatility 1Y | 9.31% | 3.36% |
| Max drawdown | -21.86% | -4.33% |
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