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PFUT vs CTA

Putnam Sustainable Future ETF vs Simplify Managed Futures Strategy ETF

PFUT

Putnam Sustainable Future ETF

Annual cost

0.64%

Fund size

$4M

CTA

Simplify Managed Futures Strategy ETF

Annual cost

0.75%

Fund size

$1.6B

Key differences

PFUT is an equity ETF, while CTA is an alternative ETF. PFUT charges 0.64% a year and CTA 0.75%.

  • PFUT is an equity fund, while CTA is an alternative fund. They carry different risk/return profiles.
  • PFUT follows a active selection strategy; CTA uses systematic alpha.
  • PFUT costs 0.11% less per year.
  • CTA is much larger than PFUT. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PFUT has delivered higher annualized returns.

Side-by-side comparison

PFUTCTA
Annual cost (TER)0.64%0.75%
Fund size (AUM)$4M$1.6B
Since20212022
Dividend yield0.00%5.05%
Asset classequityalternative
Regionnorth america
Strategyactive selectionsystematic alpha
CAGR 1Y+3.8%+12.2%
CAGR 3Y+12.3%+10.9%
CAGR 5Y+0.4%N/A
Sharpe 3Y0.520.51
Volatility 1Y16.31%20.23%
Max drawdown-44.85%-18.07%

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

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