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CTA vs PFUT

Simplify Managed Futures Strategy ETF vs Putnam Sustainable Future ETF

CTA

Simplify Managed Futures Strategy ETF

Annual cost

0.75%

Fund size

$1.6B

PFUT

Putnam Sustainable Future ETF

Annual cost

0.64%

Fund size

$4M

Key differences

CTA is an alternative ETF, while PFUT is an equity ETF. CTA charges 0.75% a year and PFUT 0.64%.

  • CTA is an alternative fund, while PFUT is an equity fund. They carry different risk/return profiles.
  • CTA follows a systematic alpha strategy; PFUT uses active selection.
  • PFUT costs 0.11% less per year.
  • CTA is much larger than PFUT. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PFUT has delivered higher annualized returns.

Side-by-side comparison

CTAPFUT
Annual cost (TER)0.75%0.64%
Fund size (AUM)$1.6B$4M
Since20222021
Dividend yield5.05%0.00%
Asset classalternativeequity
Regionnorth america
Strategysystematic alphaactive selection
CAGR 1Y+12.2%+3.8%
CAGR 3Y+10.9%+12.3%
CAGR 5YN/A+0.4%
Sharpe 3Y0.510.52
Volatility 1Y20.23%16.31%
Max drawdown-18.07%-44.85%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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