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PLDR vs SPD

Putnam Sustainable Leaders ETF vs Simplify US Equity PLUS Downside Convexity ETF

PLDR

Putnam Sustainable Leaders ETF

Annual cost

0.59%

Fund size

$5M

SPD

Simplify US Equity PLUS Downside Convexity ETF

Annual cost

0.53%

Fund size

$108M

Key differences

PLDR is an equity ETF, while SPD is an alternative ETF. PLDR charges 0.59% a year and SPD 0.53%.

  • PLDR is an equity fund, while SPD is an alternative fund. They carry different risk/return profiles.
  • PLDR follows a index tracking strategy; SPD uses option income.
  • PLDR covers global markets; SPD covers North America.
  • SPD costs 0.06% less per year.
  • SPD is much larger than PLDR. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PLDRSPD
Annual cost (TER)0.59%0.53%
Fund size (AUM)$5M$108M
Since20212020
Dividend yield0.36%0.95%
Asset classequityalternative
Regionglobalnorth america
Strategyindex trackingoption income
CAGR 1Y+17.1%+12.9%
CAGR 3Y+17.7%+17.6%
CAGR 5Y+9.3%+8.0%
Sharpe 3Y0.950.83
Volatility 1Y12.59%13.38%
Max drawdown-29.57%-27.38%

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

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