Screener
APUE vs PLDR
ActivePassive U.S. Equity ETF vs Putnam Sustainable Leaders ETF
Key differences
Both APUE and PLDR are equity ETFs. APUE charges 0.31% a year and PLDR 0.59%. The main difference: APUE follows a active selection strategy; PLDR uses index tracking.
- APUE follows a active selection strategy; PLDR uses index tracking.
- APUE covers North America; PLDR covers global markets.
- APUE costs 0.28% less per year.
- APUE is much larger than PLDR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, APUE has delivered higher annualized returns.
Side-by-side comparison
| APUE | PLDR | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.59% |
| Fund size (AUM) | $2.5B | $5M |
| Since | 2023 | 2021 |
| Dividend yield | 0.75% | 0.36% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.4% | +17.1% |
| CAGR 3Y | +22.0% | +17.7% |
| CAGR 5Y | N/A | +9.3% |
| Sharpe 3Y | 1.18 | 0.95 |
| Volatility 1Y | 12.45% | 12.59% |
| Max drawdown | -18.83% | -29.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.