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PLDR vs SPYC

Putnam Sustainable Leaders ETF vs Simplify US Equity PLUS Convexity ETF

PLDR

Putnam Sustainable Leaders ETF

Annual cost

0.59%

Fund size

$5M

SPYC

Simplify US Equity PLUS Convexity ETF

Annual cost

0.53%

Fund size

$112M

Key differences

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

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

Side-by-side comparison

PLDRSPYC
Annual cost (TER)0.59%0.53%
Fund size (AUM)$5M$112M
Since20212020
Dividend yield0.36%0.87%
Asset classequityalternative
Regionglobalnorth america
Strategyindex trackingoption income
CAGR 1Y+17.1%+13.9%
CAGR 3Y+18.1%+19.4%
CAGR 5Y+9.2%+9.7%
Sharpe 3Y0.970.79
Volatility 1Y12.59%15.73%
Max drawdown-29.57%-28.51%

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

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