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PLDR vs APUE

Putnam Sustainable Leaders ETF vs ActivePassive U.S. Equity ETF

PLDR

Putnam Sustainable Leaders ETF

Annual cost

0.59%

Fund size

$5M

APUE

ActivePassive U.S. Equity ETF

Annual cost

0.31%

Fund size

$2.5B

Key differences

Both PLDR and APUE are equity ETFs. PLDR charges 0.59% a year and APUE 0.31%. The main difference: PLDR follows a index tracking strategy; APUE uses active selection.

  • PLDR follows a index tracking strategy; APUE uses active selection.
  • PLDR covers global markets; APUE covers North America.
  • APUE costs 0.28% less per year.
  • APUE is much larger than PLDR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, APUE has delivered higher annualized returns.

Side-by-side comparison

PLDRAPUE
Annual cost (TER)0.59%0.31%
Fund size (AUM)$5M$2.5B
Since20212023
Dividend yield0.36%0.75%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+17.1%+27.4%
CAGR 3Y+17.7%+22.0%
CAGR 5Y+9.3%N/A
Sharpe 3Y0.951.18
Volatility 1Y12.59%12.45%
Max drawdown-29.57%-18.83%

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

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