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PLDR vs SPBC

Putnam Sustainable Leaders ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF

PLDR

Putnam Sustainable Leaders ETF

Annual cost

0.59%

Fund size

$5M

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

Key differences

PLDR is an equity ETF, while SPBC is an alternative ETF. PLDR charges 0.59% a year and SPBC 0.54%.

  • PLDR is an equity fund, while SPBC is an alternative fund. They carry different risk/return profiles.
  • PLDR follows a index tracking strategy; SPBC uses multi strategy.
  • PLDR covers global markets; SPBC covers North America.
  • SPBC is much larger than PLDR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SPBC has delivered higher annualized returns.

Side-by-side comparison

PLDRSPBC
Annual cost (TER)0.59%0.54%
Fund size (AUM)$5M$45M
Since20212021
Dividend yield0.36%0.82%
Asset classequityalternative
Regionglobalnorth america
Strategyindex trackingmulti strategy
CAGR 1Y+17.1%+18.4%
CAGR 3Y+18.1%+28.2%
CAGR 5Y+9.2%+15.6%
Sharpe 3Y0.971.30
Volatility 1Y12.59%14.76%
Max drawdown-29.57%-33.81%

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

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