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PLDR vs ZSB

Putnam Sustainable Leaders ETF vs USCF Sustainable Battery Metals Strategy Fund

PLDR

Putnam Sustainable Leaders ETF

Annual cost

0.59%

Fund size

$5M

ZSB

USCF Sustainable Battery Metals Strategy Fund

Annual cost

0.59%

Fund size

$2M

Key differences

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

  • PLDR is an equity fund, while ZSB is an alternative fund. They carry different risk/return profiles.
  • PLDR follows a index tracking strategy; ZSB uses multi strategy.
  • Over the last three years, PLDR has delivered higher annualized returns.

Side-by-side comparison

PLDRZSB
Annual cost (TER)0.59%0.59%
Fund size (AUM)$5M$2M
Since20212023
Dividend yield0.36%0.81%
Asset classequityalternative
Regionglobal
Strategyindex trackingmulti strategy
CAGR 1Y+17.1%+69.0%
CAGR 3Y+18.1%+4.9%
CAGR 5Y+9.2%N/A
Sharpe 3Y0.970.16
Volatility 1Y12.59%26.52%
Max drawdown-29.57%-49.26%

Similar to PLDR and ZSB