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PFUT vs FORH

Putnam Sustainable Future ETF vs Formidable ETF

PFUT

Putnam Sustainable Future ETF

Annual cost

0.64%

Fund size

$4M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

PFUT is an equity ETF, while FORH is an alternative ETF. PFUT charges 0.64% a year and FORH 1.19%.

  • PFUT is an equity fund, while FORH is an alternative fund. They carry different risk/return profiles.
  • PFUT follows a active selection strategy; FORH uses option income.
  • PFUT costs 0.55% less per year.
  • FORH 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

PFUTFORH
Annual cost (TER)0.64%1.19%
Fund size (AUM)$4M$20M
Since20212021
Dividend yield0.00%1.73%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+3.8%+10.7%
CAGR 3Y+12.3%+4.4%
CAGR 5Y+0.4%+1.5%
Sharpe 3Y0.520.13
Volatility 1Y16.31%16.00%
Max drawdown-44.85%-20.73%

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

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