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PFUT vs ZSB

Putnam Sustainable Future ETF vs USCF Sustainable Battery Metals Strategy Fund

PFUT

Putnam Sustainable Future ETF

Annual cost

0.64%

Fund size

$4M

ZSB

USCF Sustainable Battery Metals Strategy Fund

Annual cost

0.59%

Fund size

$2M

Key differences

PFUT is an equity ETF, while ZSB is an alternative ETF. PFUT charges 0.64% a year and ZSB 0.59%.

  • PFUT is an equity fund, while ZSB is an alternative fund. They carry different risk/return profiles.
  • PFUT follows a active selection strategy; ZSB uses multi strategy.
  • ZSB costs 0.05% less per year.
  • Over the last three years, PFUT has delivered higher annualized returns.

Side-by-side comparison

PFUTZSB
Annual cost (TER)0.64%0.59%
Fund size (AUM)$4M$2M
Since20212023
Dividend yield0.00%0.81%
Asset classequityalternative
Regionnorth america
Strategyactive selectionmulti strategy
CAGR 1Y+3.8%+69.0%
CAGR 3Y+12.3%+4.9%
CAGR 5Y+0.4%N/A
Sharpe 3Y0.520.16
Volatility 1Y16.31%26.52%
Max drawdown-44.85%-49.26%

Similar to PFUT and ZSB