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PFUT vs SPUC

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

PFUT

Putnam Sustainable Future ETF

Annual cost

0.64%

Fund size

$4M

SPUC

Simplify US Equity PLUS Upside Convexity ETF

Annual cost

0.53%

Fund size

$96M

Key differences

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

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

Side-by-side comparison

PFUTSPUC
Annual cost (TER)0.64%0.53%
Fund size (AUM)$4M$96M
Since20212020
Dividend yield0.00%2.60%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+3.9%+28.7%
CAGR 3Y+11.9%+24.3%
CAGR 5Y+0.6%+13.5%
Sharpe 3Y0.500.94
Volatility 1Y16.31%16.95%
Max drawdown-44.85%-29.20%

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

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