Screener
KAT vs PLDR
Scharf ETF vs Putnam Sustainable Leaders ETF
Key differences
Both KAT and PLDR are equity ETFs. KAT charges 0.75% a year and PLDR 0.59%. The main difference: KAT follows a active selection strategy; PLDR uses index tracking.
- KAT follows a active selection strategy; PLDR uses index tracking.
- PLDR costs 0.16% less per year.
- KAT is much larger than PLDR. Larger funds are usually more liquid and less likely to close.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | PLDR | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.59% |
| Fund size (AUM) | $682M | $5M |
| Since | 2011 | 2021 |
| Dividend yield | 0.39% | 0.36% |
| Asset class | equity | equity |
| Region | — | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +17.1% |
| CAGR 3Y | N/A | +18.1% |
| CAGR 5Y | N/A | +9.2% |
| Sharpe 3Y | N/A | 0.97 |
| Volatility 1Y | — | 12.59% |
| Max drawdown | -9.25% | -29.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.