Screener
PLDR vs FORH
Putnam Sustainable Leaders ETF vs Formidable ETF
Key differences
PLDR is an equity ETF, while FORH is an alternative ETF. PLDR charges 0.59% a year and FORH 1.19%.
- PLDR is an equity fund, while FORH is an alternative fund. They carry different risk/return profiles.
- PLDR follows a index tracking strategy; FORH uses option income.
- PLDR costs 0.60% less per year.
- FORH 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 | FORH | |
|---|---|---|
| Annual cost (TER) | 0.59% | 1.19% |
| Fund size (AUM) | $5M | $20M |
| Since | 2021 | 2021 |
| Dividend yield | 0.36% | 1.73% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +17.1% | +10.7% |
| CAGR 3Y | +18.1% | +4.4% |
| CAGR 5Y | +9.2% | +1.5% |
| Sharpe 3Y | 0.97 | 0.13 |
| Volatility 1Y | 12.59% | 16.00% |
| Max drawdown | -29.57% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.