EFFE vs. PLDR
EFFE (Harbor Osmosis Emerging Markets Resource Efficient ETF) and PLDR (Putnam Sustainable Leaders ETF) are both exchange-traded funds - EFFE is a Emerging Markets Diversified fund actively managed by Harbor, while PLDR is a Sustainable fund actively managed by Power Corporation of Canada. Both are actively managed. A 0.58 correlation means they provide meaningful diversification when combined. EFFE charges 0.69%/yr vs 0.59%/yr for PLDR.
Performance
EFFE vs. PLDR - Performance Comparison
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Returns By Period
EFFE
- 1D
- -3.28%
- 1M
- -5.51%
- 6M
- 10.72%
- YTD
- 14.42%
- 1Y
- 20.88%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLDR
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EFFE vs. PLDR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
EFFE Harbor Osmosis Emerging Markets Resource Efficient ETF | 14.42% | 22.42% | -0.84% |
PLDR Putnam Sustainable Leaders ETF | 1.69% | 12.03% | -0.33% |
Correlation
The correlation between EFFE and PLDR is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Dec 19, 2024 | 0.58 |
The correlation between EFFE and PLDR has been stable across timeframes, ranging from 0.58 to 0.60 - a consistent structural relationship.
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Return for Risk
EFFE vs. PLDR — Risk / Return Rank
EFFE
PLDR
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EFFE vs. PLDR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE) 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.
| EFFE | PLDR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.18 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.53 | — | — |
| Martin ratioReturn relative to average drawdown | 4.77 | — | — |
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Drawdowns
EFFE vs. PLDR - Drawdown Comparison
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Drawdown Indicators
| EFFE | PLDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.75% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | — | — |
Current DrawdownCurrent decline from peak | -11.61% | — | — |
Average DrawdownAverage peak-to-trough decline | -2.37% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | — | — |
Volatility
EFFE vs. PLDR - Volatility Comparison
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Volatility by Period
| EFFE | PLDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.89% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 21.21% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 23.11% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.52% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.52% | — | — |
EFFE vs. PLDR - Expense Ratio Comparison
EFFE has a 0.69% expense ratio, which is higher than PLDR's 0.59% expense ratio.
Dividends
EFFE vs. PLDR - Dividend Comparison
EFFE's dividend yield for the trailing twelve months is around 4.10%, while PLDR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
EFFE Harbor Osmosis Emerging Markets Resource Efficient ETF | 4.10% | 4.69% | 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
EFFE and PLDR have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
PLDR is cheaper with a 0.59% expense ratio, compared with 0.69% for EFFE.
EFFE has the higher dividend yield at 4.10%, compared with 0.37% for PLDR.
EFFE is categorized as Emerging Markets Diversified, while PLDR is Sustainable. They also come from different issuers: Harbor and Power Corporation of Canada. Their fees differ too: 0.69% for EFFE and 0.59% for PLDR.
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