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PHYD
+0.17 · +0.32%
$52.24 · NYSE ARCA

Putnam ETF Trust - Putnam ESG High Yield ETF (PHYD) ETF Analysis | High Yield Bond

Franklin Templeton Investments · USA
AUM:$81.9M
#– of – in High Yield Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.55% — moderate cost. Consider how fees compound over long holding periods.

What is PHYD?

The fund invests mainly in bonds that are below investment grade in quality with a focus on companies or issuers that Putnam Management, the fund"s investment manager, believes meet relevant environmental, social or governance criteria on a sector-specific basis ("ESG criteria"). The fund invests mainly in bonds that also have one or more of the following characteristics: (1) are obligations of U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
PHYD returned 7.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.55%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 4.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$81.9M
Expense Ratio0.55%
Dividend Yield5.63%
Holdings1
Inception DateJan 2023
Domicile–
Distribution–
Index–
ProviderFranklin Templeton Investments
Beta0.64
CategoryHigh Yield Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.4%
1Y
+7.2%
3Y
+27.8%
5Y
+28.6%
OpenBook InsightIf you had invested £10,000 in PHYD 5 years ago, it would have grown to £12,864 — a gain of £2,864.

Annual Returns

Calendar year performance

PHYD delivered positive returns in 4 of the last 4 calendar years.
YearPHYD
2026 YTD+1.9%
2025+8.9%
2024+7.9%
2023+8.1%
CAGR 3yr+8.3%
4/4 positive yearsAvg return: +6.7%Worst year: +1.9% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
100%
Positive
Volatility
3.7%
Low
Momentum
-0.6%
30-day change
Support Level
50.42
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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