Screener
PLDR vs CTA
Putnam Sustainable Leaders ETF vs Simplify Managed Futures Strategy ETF
Key differences
PLDR is an equity ETF, while CTA is an alternative ETF. PLDR charges 0.59% a year and CTA 0.75%.
- PLDR is an equity fund, while CTA is an alternative fund. They carry different risk/return profiles.
- PLDR follows a index tracking strategy; CTA uses systematic alpha.
- PLDR costs 0.16% less per year.
- CTA is much larger than PLDR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PLDR has delivered higher annualized returns.
Side-by-side comparison
| PLDR | CTA | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.75% |
| Fund size (AUM) | $5M | $1.6B |
| Since | 2021 | 2022 |
| Dividend yield | 0.36% | 5.05% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | index tracking | systematic alpha |
| CAGR 1Y | +17.1% | +11.6% |
| CAGR 3Y | +17.7% | +11.2% |
| CAGR 5Y | +9.3% | N/A |
| Sharpe 3Y | 0.95 | 0.52 |
| Volatility 1Y | 12.59% | 20.22% |
| Max drawdown | -29.57% | -18.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.