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PFUT vs SPD

Putnam Sustainable Future ETF vs Simplify US Equity PLUS Downside Convexity ETF

PFUT

Putnam Sustainable Future ETF

Annual cost

0.64%

Fund size

$4M

SPD

Simplify US Equity PLUS Downside Convexity ETF

Annual cost

0.53%

Fund size

$108M

Key differences

PFUT is an equity ETF, while SPD is an alternative ETF. PFUT charges 0.64% a year and SPD 0.53%.

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

Side-by-side comparison

PFUTSPD
Annual cost (TER)0.64%0.53%
Fund size (AUM)$4M$108M
Since20212020
Dividend yield0.00%0.95%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+3.9%+12.9%
CAGR 3Y+11.9%+17.6%
CAGR 5Y+0.6%+8.0%
Sharpe 3Y0.500.83
Volatility 1Y16.31%13.38%
Max drawdown-44.85%-27.38%

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

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