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WCPB vs PHYD

Weitz Core Plus Bond ETF vs Putnam ESG High Yield ETF

WCPB

Weitz Core Plus Bond ETF

Annual cost

0.45%

Fund size

$162M

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

Key differences

  • WCPB costs 0.10% less per year.
  • WCPB is significantly larger than PHYD — larger funds tend to be more liquid and less likely to close.
  • WCPB follows a index tracking strategy; PHYD uses active selection.

Side-by-side comparison

WCPBPHYD
Annual cost (TER)0.45%0.55%
Fund size (AUM)$162M$8M
Since20252023
Dividend yield8.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+9.2%
CAGR 3YN/A+9.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.24
Volatility 1Y3.28%
Max drawdown-2.64%-4.33%

Similar to WCPB and PHYD