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PFUT vs SPBC

Putnam Sustainable Future ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF

PFUT

Putnam Sustainable Future ETF

Annual cost

0.64%

Fund size

$4M

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

Key differences

PFUT is an equity ETF, while SPBC is an alternative ETF. PFUT charges 0.64% a year and SPBC 0.54%.

  • PFUT is an equity fund, while SPBC is an alternative fund. They carry different risk/return profiles.
  • PFUT follows a active selection strategy; SPBC uses multi strategy.
  • SPBC costs 0.10% less per year.
  • SPBC is much larger than PFUT. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SPBC has delivered higher annualized returns.

Side-by-side comparison

PFUTSPBC
Annual cost (TER)0.64%0.54%
Fund size (AUM)$4M$45M
Since20212021
Dividend yield0.00%0.82%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y+3.9%+20.0%
CAGR 3Y+11.9%+28.0%
CAGR 5Y+0.6%+15.7%
Sharpe 3Y0.501.29
Volatility 1Y16.31%14.74%
Max drawdown-44.85%-33.81%

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

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