PCRB vs. AGGY
Compare and contrast key facts about Putnam ESG Core Bond ETF - (PCRB) and WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY).
PCRB and AGGY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PCRB is an actively managed fund by Putnam. It was launched on Jan 19, 2023. AGGY is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg US Aggregate Yield Enhanced. It was launched on Jul 9, 2015.
Performance
PCRB vs. AGGY - Performance Comparison
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PCRB vs. AGGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
PCRB Putnam ESG Core Bond ETF - | 0.24% | 7.21% | 1.91% | 2.41% |
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | -0.23% | 7.38% | 1.82% | 3.64% |
Returns By Period
In the year-to-date period, PCRB achieves a 0.24% return, which is significantly higher than AGGY's -0.23% return.
PCRB
- 1D
- -0.09%
- 1M
- -1.33%
- YTD
- 0.24%
- 6M
- 0.94%
- 1Y
- 4.30%
- 3Y*
- 3.96%
- 5Y*
- —
- 10Y*
- —
AGGY
- 1D
- 0.06%
- 1M
- -1.58%
- YTD
- -0.23%
- 6M
- 0.37%
- 1Y
- 4.38%
- 3Y*
- 4.24%
- 5Y*
- 0.27%
- 10Y*
- 1.82%
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PCRB vs. AGGY - Expense Ratio Comparison
PCRB has a 0.35% expense ratio, which is higher than AGGY's 0.12% expense ratio.
Return for Risk
PCRB vs. AGGY — Risk / Return Rank
PCRB
AGGY
PCRB vs. AGGY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam ESG Core Bond ETF - (PCRB) and WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY). 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.
| PCRB | AGGY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.87 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.20 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 1.66 | +0.22 |
Martin ratioReturn relative to average drawdown | 5.27 | 4.80 | +0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PCRB | AGGY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.87 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.04 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.37 | +0.27 |
Correlation
The correlation between PCRB and AGGY is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PCRB vs. AGGY - Dividend Comparison
PCRB's dividend yield for the trailing twelve months is around 9.90%, more than AGGY's 4.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCRB Putnam ESG Core Bond ETF - | 9.90% | 4.30% | 4.38% | 3.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 4.49% | 4.48% | 4.38% | 3.78% | 2.77% | 2.10% | 2.96% | 3.02% | 3.36% | 2.78% | 3.19% | 1.27% |
Drawdowns
PCRB vs. AGGY - Drawdown Comparison
The maximum PCRB drawdown since its inception was -7.20%, smaller than the maximum AGGY drawdown of -20.98%. Use the drawdown chart below to compare losses from any high point for PCRB and AGGY.
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Drawdown Indicators
| PCRB | AGGY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.20% | -20.98% | +13.78% |
Max Drawdown (1Y)Largest decline over 1 year | -2.42% | -2.81% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.60% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.98% | — |
Current DrawdownCurrent decline from peak | -1.63% | -2.96% | +1.33% |
Average DrawdownAverage peak-to-trough decline | -1.64% | -5.07% | +3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 0.97% | -0.11% |
Volatility
PCRB vs. AGGY - Volatility Comparison
The current volatility for Putnam ESG Core Bond ETF - (PCRB) is 1.53%, while WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) has a volatility of 1.91%. This indicates that PCRB experiences smaller price fluctuations and is considered to be less risky than AGGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCRB | AGGY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.53% | 1.91% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 2.85% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.27% | 5.09% | -0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.70% | 6.05% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.70% | 5.48% | +0.22% |