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GKAT vs PLDR

Scharf Global Opportunity ETF vs Putnam Sustainable Leaders ETF

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

PLDR

Putnam Sustainable Leaders ETF

Annual cost

0.59%

Fund size

$5M

Key differences

Both GKAT and PLDR are equity ETFs. GKAT charges 0.59% a year and PLDR 0.59%. The main difference: GKAT follows a active selection strategy; PLDR uses index tracking.

  • GKAT follows a active selection strategy; PLDR uses index tracking.
  • GKAT is much larger than PLDR. Larger funds are usually more liquid and less likely to close.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATPLDR
Annual cost (TER)0.59%0.59%
Fund size (AUM)$165M$5M
Since20142021
Dividend yield0.45%0.36%
Asset classequityequity
Regionglobalglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+17.1%
CAGR 3YN/A+18.1%
CAGR 5YN/A+9.2%
Sharpe 3YN/A0.97
Volatility 1Y12.59%
Max drawdown-10.41%-29.57%

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

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