BASG vs. PLDR

Last updated Aug 2, 2026

BASG (Brown Advisory Sustainable Growth ETF) and PLDR (Putnam Sustainable Leaders ETF) are both exchange-traded funds - BASG is a Large Cap Growth Equities fund actively managed by Brown Advisory, while PLDR is a Sustainable fund actively managed by Putnam. Both are actively managed. Their 0.75 correlation means they have sometimes moved together and sometimes differently. BASG charges 0.61%/yr vs 0.59%/yr for PLDR.

Performance

BASG vs. PLDR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brown Advisory Sustainable Growth ETF (BASG) and Putnam Sustainable Leaders ETF (PLDR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BASG

• 1D: 1.98%
• 1M: 1.98%
• 6M: 11.14%
• YTD: 6.04%
• 1Y: 5.04%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 7.17%

PLDR

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BASG Brown Advisory Sustainable Growth ETF	$328.01K	$326.53K	$390.65K

BASG vs. PLDR - Yearly Performance Comparison

	2026 (YTD)	2025
BASG Brown Advisory Sustainable Growth ETF	6.04%	1.93%
PLDR Putnam Sustainable Leaders ETF	1.69%	15.06%

Correlation

The correlation between BASG and PLDR is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.75
Correlation (All Time) Calculated using the full available price history since Jun 16, 2025	0.75

The correlation between BASG and PLDR has been stable across timeframes, ranging from 0.75 to 0.75 - a consistent structural relationship.

Return for Risk

BASG vs. PLDR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BASG

BASG Risk / Return Rank: 14
BASG Sharpe Ratio Rank: 15
BASG Sortino Ratio Rank: 14
BASG Omega Ratio Rank: 14
BASG Calmar Ratio Rank: 13
BASG Martin Ratio Rank: 14

PLDR

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BASG vs. PLDR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth ETF (BASG) and Putnam Sustainable Leaders ETF (PLDR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BASG	PLDR	Difference
Sharpe ratio: Return per unit of total volatility	0.16	—	—
Sortino ratio: Return per unit of downside risk	0.34	—	—
Omega ratio: Gain probability vs. loss probability	1.04	—	—
Calmar ratio: Return relative to maximum drawdown	0.15	—	—
Martin ratio: Return relative to average drawdown	0.38	—	—

Drawdowns

Drawdown Indicators

	BASG	PLDR	Difference
Max Drawdown Largest peak-to-trough decline	-19.30%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-19.30%	—	—
Current Drawdown Current decline from peak	-0.40%	—	—
Average Drawdown Average peak-to-trough decline	-5.48%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	7.43%	—	—

Volatility

Volatility by Period

	BASG	PLDR	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.25%	—	—
Volatility (6M) Calculated over the trailing 6-month period	14.04%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.44%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.86%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.86%	—	—

BASG vs. PLDR - Expense Ratio Comparison

BASG has a 0.61% expense ratio, which is higher than PLDR's 0.59% expense ratio.

Dividends

BASG vs. PLDR - Dividend Comparison

Neither BASG nor PLDR has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021
BASG Brown Advisory Sustainable Growth ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PLDR Putnam Sustainable Leaders ETF	0.37%	0.37%	0.38%	0.56%	0.63%	0.39%

Frequently Asked Questions

Can I hold both BASG and PLDR in my portfolio?

BASG and PLDR have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BASG or PLDR?

On fees, PLDR is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BASG or PLDR?

PLDR is cheaper with a 0.59% expense ratio, compared with 0.61% for BASG.

Which ETF pays a higher dividend yield, BASG or PLDR?

PLDR has the higher dividend yield at 0.37%, compared with 0.00% for BASG.

What is the main difference between BASG and PLDR?

BASG is categorized as Large Cap Growth Equities, while PLDR is Sustainable. They also come from different issuers: Brown Advisory and Putnam. Their fees differ too: 0.61% for BASG and 0.59% for PLDR.