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BASV vs PLDR

Brown Advisory Sustainable Value ETF vs Putnam Sustainable Leaders ETF

BASV

Brown Advisory Sustainable Value ETF

Brown Advisory

Annual cost

0.71%

Fund size

$359M

PLDR

Putnam Sustainable Leaders ETF

Franklin Templeton Investments

Annual cost

0.59%

Fund size

$5M

Key differences

  • PLDR costs 0.12% less per year.
  • BASV is significantly larger than PLDR — larger funds tend to be more liquid and less likely to close.
  • BASV follows a active selection strategy; PLDR uses index tracking.

Side-by-side comparison

BASVPLDR
Annual cost (TER)0.71%0.59%
Fund size (AUM)$359M$5M
Since20252021
Dividend yield0.37%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+22.4%
CAGR 3YN/A+18.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.01
Volatility 1Y12.52%
Max drawdown-9.43%-29.57%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BASV and PLDR