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SPBC vs PFUT

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

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

PFUT

Putnam Sustainable Future ETF

Annual cost

0.64%

Fund size

$4M

Key differences

SPBC is an alternative ETF, while PFUT is an equity ETF. SPBC charges 0.54% a year and PFUT 0.64%.

  • SPBC is an alternative fund, while PFUT is an equity fund. They carry different risk/return profiles.
  • SPBC follows a multi strategy strategy; PFUT uses active selection.
  • SPBC costs 0.10% less per year.
  • SPBC is much larger than PFUT. 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

SPBCPFUT
Annual cost (TER)0.54%0.64%
Fund size (AUM)$45M$4M
Since20212021
Dividend yield0.82%0.00%
Asset classalternativeequity
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y+20.0%+3.9%
CAGR 3Y+28.0%+11.9%
CAGR 5Y+15.7%+0.6%
Sharpe 3Y1.290.50
Volatility 1Y14.74%16.31%
Max drawdown-33.81%-44.85%

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

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