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HYRM vs. PHYD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYRM vs. PHYD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers Risk Managed USD High Yield Strategy ETF (HYRM) and Putnam ESG High Yield ETF - (PHYD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


HYRM

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

PHYD

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYRM vs. PHYD - Yearly Performance Comparison


2026 (YTD)202520242023
HYRM
Xtrackers Risk Managed USD High Yield Strategy ETF
1.50%5.98%7.81%8.40%
PHYD
Putnam ESG High Yield ETF -
2.32%8.84%7.35%8.30%

Correlation

The correlation between HYRM and PHYD is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.75

Correlation (3Y)
Calculated over the trailing 3-year period

0.75

Correlation (All Time)
Calculated using the full available price history since Jan 20, 2023

0.77

The correlation between HYRM and PHYD has been stable across timeframes, ranging from 0.75 to 0.77 - a consistent structural relationship.

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Return for Risk

HYRM vs. PHYD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers Risk Managed USD High Yield Strategy ETF (HYRM) and Putnam ESG High Yield ETF - (PHYD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

HYRM vs. PHYD - Sharpe Ratio Comparison


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Drawdowns

HYRM vs. PHYD - Drawdown Comparison


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Volatility

HYRM vs. PHYD - Volatility Comparison


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HYRM vs. PHYD - Expense Ratio Comparison

HYRM has a 0.30% expense ratio, which is lower than PHYD's 0.55% expense ratio.


Dividends

HYRM vs. PHYD - Dividend Comparison

HYRM's dividend yield for the trailing twelve months is around 5.42%, while PHYD has not paid dividends to shareholders.


PositionTTM2025202420232022
HYRM
Xtrackers Risk Managed USD High Yield Strategy ETF
5.42%6.28%6.08%5.78%4.69%
PHYD
Putnam ESG High Yield ETF -
8.52%6.63%6.80%6.15%0.00%

Frequently Asked Questions


HYRM and PHYD have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HYRM is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HYRM is cheaper with a 0.30% expense ratio, compared with 0.55% for PHYD.

PHYD has the higher dividend yield at 8.52%, compared with 5.42% for HYRM.

They also come from different issuers: Xtrackers and Putnam. Their fees differ too: 0.30% for HYRM and 0.55% for PHYD.

Portfolio Optimizer

Find the right allocation for HYRM and PHYD

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