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PLDR vs CGUS

Putnam Sustainable Leaders ETF vs Capital Group Core Equity ETF

PLDR

Putnam Sustainable Leaders ETF

Annual cost

0.59%

Fund size

$5M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

Both PLDR and CGUS are equity ETFs. PLDR charges 0.59% a year and CGUS 0.33%. The main difference: PLDR follows a index tracking strategy; CGUS uses active selection.

  • PLDR follows a index tracking strategy; CGUS uses active selection.
  • PLDR covers global markets; CGUS covers North America.
  • CGUS costs 0.26% less per year.
  • CGUS is much larger than PLDR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGUS has delivered higher annualized returns.

Side-by-side comparison

PLDRCGUS
Annual cost (TER)0.59%0.33%
Fund size (AUM)$5M$10.8B
Since20212022
Dividend yield0.36%0.87%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+17.1%+23.1%
CAGR 3Y+17.7%+22.2%
CAGR 5Y+9.3%N/A
Sharpe 3Y0.951.22
Volatility 1Y12.59%12.64%
Max drawdown-29.57%-22.15%

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

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