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SPUC vs PFUT

Simplify US Equity PLUS Upside Convexity ETF vs Putnam Sustainable Future ETF

SPUC

Simplify US Equity PLUS Upside Convexity ETF

Annual cost

0.53%

Fund size

$96M

PFUT

Putnam Sustainable Future ETF

Annual cost

0.64%

Fund size

$4M

Key differences

SPUC is an alternative ETF, while PFUT is an equity ETF. SPUC charges 0.53% a year and PFUT 0.64%.

  • SPUC is an alternative fund, while PFUT is an equity fund. They carry different risk/return profiles.
  • SPUC follows a option income strategy; PFUT uses active selection.
  • SPUC costs 0.11% less per year.
  • SPUC is much larger than PFUT. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SPUC has delivered higher annualized returns.

Side-by-side comparison

SPUCPFUT
Annual cost (TER)0.53%0.64%
Fund size (AUM)$96M$4M
Since20202021
Dividend yield2.60%0.00%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+28.7%+3.9%
CAGR 3Y+24.3%+11.9%
CAGR 5Y+13.5%+0.6%
Sharpe 3Y0.940.50
Volatility 1Y16.95%16.31%
Max drawdown-29.20%-44.85%

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

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