Screener
CTA vs PLDR
Simplify Managed Futures Strategy ETF vs Putnam Sustainable Leaders ETF
Key differences
CTA is an alternative ETF, while PLDR is an equity ETF. CTA charges 0.75% a year and PLDR 0.59%.
- CTA is an alternative fund, while PLDR is an equity fund. They carry different risk/return profiles.
- CTA follows a systematic alpha strategy; PLDR uses index tracking.
- PLDR costs 0.16% less per year.
- CTA is much larger than PLDR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PLDR has delivered higher annualized returns.
Side-by-side comparison
| CTA | PLDR | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.59% |
| Fund size (AUM) | $1.6B | $5M |
| Since | 2022 | 2021 |
| Dividend yield | 5.05% | 0.36% |
| Asset class | alternative | equity |
| Region | — | global |
| Strategy | systematic alpha | index tracking |
| CAGR 1Y | +12.2% | +17.1% |
| CAGR 3Y | +10.9% | +18.1% |
| CAGR 5Y | N/A | +9.2% |
| Sharpe 3Y | 0.51 | 0.97 |
| Volatility 1Y | 20.23% | 12.59% |
| Max drawdown | -18.07% | -29.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.