Screener
FORH vs PLDR
Formidable ETF vs Putnam Sustainable Leaders ETF
Key differences
FORH is an alternative ETF, while PLDR is an equity ETF. FORH charges 1.19% a year and PLDR 0.59%.
- FORH is an alternative fund, while PLDR is an equity fund. They carry different risk/return profiles.
- FORH follows a option income strategy; PLDR uses index tracking.
- PLDR costs 0.60% less per year.
- FORH 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
| FORH | PLDR | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.59% |
| Fund size (AUM) | $20M | $5M |
| Since | 2021 | 2021 |
| Dividend yield | 1.73% | 0.36% |
| Asset class | alternative | equity |
| Region | — | global |
| Strategy | option income | index tracking |
| CAGR 1Y | +10.7% | +17.1% |
| CAGR 3Y | +4.4% | +18.1% |
| CAGR 5Y | +1.5% | +9.2% |
| Sharpe 3Y | 0.13 | 0.97 |
| Volatility 1Y | 16.00% | 12.59% |
| Max drawdown | -20.73% | -29.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.