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USRD vs PTL

Themes US R&D Champions ETF vs Inspire 500 ETF

USRD

Themes US R&D Champions ETF

Annual cost

0.29%

Fund size

$1M

PTL

Inspire 500 ETF

Annual cost

0.09%

Fund size

$799M

Key differences

  • PTL costs 0.20% less per year.
  • PTL is significantly larger than USRD — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

USRDPTL
Annual cost (TER)0.29%0.09%
Fund size (AUM)$1M$799M
Since20232024
Dividend yield0.40%1.14%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+32.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.40%14.69%
Max drawdown-23.79%-19.72%

Similar to USRD and PTL