Screener
CWS vs PLDR
AdvisorShares Focused Equity ETF vs Putnam Sustainable Leaders ETF
Key differences
Both CWS and PLDR are equity ETFs. CWS charges 0.65% a year and PLDR 0.59%. The main difference: CWS follows a active selection strategy; PLDR uses index tracking.
- CWS follows a active selection strategy; PLDR uses index tracking.
- CWS covers North America; PLDR covers global markets.
- PLDR costs 0.06% less per year.
- CWS 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.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | PLDR | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.59% |
| Fund size (AUM) | $133M | $5M |
| Since | 2016 | 2021 |
| Dividend yield | 0.31% | 0.36% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | -0.3% | +17.1% |
| CAGR 3Y | +11.4% | +17.7% |
| CAGR 5Y | +8.4% | +9.3% |
| Sharpe 3Y | 0.58 | 0.95 |
| Volatility 1Y | 13.33% | 12.59% |
| Max drawdown | -33.82% | -29.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.