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ZSB vs PLDR

USCF Sustainable Battery Metals Strategy Fund vs Putnam Sustainable Leaders ETF

ZSB

USCF Sustainable Battery Metals Strategy Fund

Annual cost

0.59%

Fund size

$2M

PLDR

Putnam Sustainable Leaders ETF

Annual cost

0.59%

Fund size

$5M

Key differences

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

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

Side-by-side comparison

ZSBPLDR
Annual cost (TER)0.59%0.59%
Fund size (AUM)$2M$5M
Since20232021
Dividend yield0.81%0.36%
Asset classalternativeequity
Regionglobal
Strategymulti strategyindex tracking
CAGR 1Y+69.0%+17.1%
CAGR 3Y+4.9%+18.1%
CAGR 5YN/A+9.2%
Sharpe 3Y0.160.97
Volatility 1Y26.52%12.59%
Max drawdown-49.26%-29.57%

Similar to ZSB and PLDR