Screener
PLDR vs KAT
Putnam Sustainable Leaders ETF vs Scharf ETF
Key differences
Both PLDR and KAT are equity ETFs. PLDR charges 0.59% a year and KAT 0.75%. The main difference: PLDR follows a index tracking strategy; KAT uses active selection.
- PLDR follows a index tracking strategy; KAT uses active selection.
- PLDR costs 0.16% less per year.
- KAT is much larger than PLDR. Larger funds are usually more liquid and less likely to close.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PLDR | KAT | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.75% |
| Fund size (AUM) | $5M | $682M |
| Since | 2021 | 2011 |
| Dividend yield | 0.36% | 0.39% |
| Asset class | equity | equity |
| Region | global | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +17.1% | N/A |
| CAGR 3Y | +18.1% | N/A |
| CAGR 5Y | +9.2% | N/A |
| Sharpe 3Y | 0.97 | N/A |
| Volatility 1Y | 12.59% | — |
| Max drawdown | -29.57% | -9.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.