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PLDR vs FCUS

Putnam Sustainable Leaders ETF vs Pinnacle Focused Opportunities ETF

PLDR

Putnam Sustainable Leaders ETF

Annual cost

0.59%

Fund size

$5M

FCUS

Pinnacle Focused Opportunities ETF

Annual cost

0.80%

Fund size

$94M

Key differences

Both PLDR and FCUS are equity ETFs. PLDR charges 0.59% a year and FCUS 0.80%. The main difference: PLDR follows a index tracking strategy; FCUS uses active selection.

  • PLDR follows a index tracking strategy; FCUS uses active selection.
  • PLDR covers global markets; FCUS covers North America.
  • PLDR costs 0.21% less per year.
  • FCUS is much larger than PLDR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FCUS has delivered higher annualized returns.

Side-by-side comparison

PLDRFCUS
Annual cost (TER)0.59%0.80%
Fund size (AUM)$5M$94M
Since20212022
Dividend yield0.36%0.95%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+17.1%+83.3%
CAGR 3Y+17.7%+35.5%
CAGR 5Y+9.3%N/A
Sharpe 3Y0.951.01
Volatility 1Y12.59%34.79%
Max drawdown-29.57%-39.89%

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

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