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PLDR vs CWS

Putnam Sustainable Leaders ETF vs AdvisorShares Focused Equity ETF

PLDR

Putnam Sustainable Leaders ETF

Annual cost

0.59%

Fund size

$5M

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$133M

Key differences

Both PLDR and CWS are equity ETFs. PLDR charges 0.59% a year and CWS 0.65%. The main difference: PLDR follows a index tracking strategy; CWS uses active selection.

  • PLDR follows a index tracking strategy; CWS uses active selection.
  • PLDR covers global markets; CWS covers North America.
  • PLDR costs 0.06% less per year.
  • CWS 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.
  • CWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLDRCWS
Annual cost (TER)0.59%0.65%
Fund size (AUM)$5M$133M
Since20212016
Dividend yield0.36%0.31%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+17.1%-0.3%
CAGR 3Y+17.7%+11.4%
CAGR 5Y+9.3%+8.4%
Sharpe 3Y0.950.58
Volatility 1Y12.59%13.33%
Max drawdown-29.57%-33.82%

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

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