PLDR vs. BASV

Last updated Aug 6, 2026

PLDR (Putnam Sustainable Leaders ETF) and BASV (Brown Advisory Sustainable Value ETF) are both exchange-traded funds - PLDR is a Sustainable fund actively managed by Putnam, while BASV is a Large Cap Value Equities fund actively managed by Brown Advisory. Both are actively managed. Their 0.64 correlation means they have sometimes moved together and sometimes differently. PLDR charges 0.59%/yr vs 0.71%/yr for BASV.

Performance

PLDR vs. BASV - Performance Comparison

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

Returns By Period

PLDR

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

BASV

• 1D: -0.05%
• 1M: 3.65%
• 6M: 12.86%
• YTD: 15.55%
• 1Y: 24.43%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 23.82%

*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)
BASV Brown Advisory Sustainable Value ETF	$323.55K	$583.40K	$635.09K

PLDR vs. BASV - Yearly Performance Comparison

	2026 (YTD)	2025
PLDR Putnam Sustainable Leaders ETF	1.69%	15.06%
BASV Brown Advisory Sustainable Value ETF	15.55%	10.32%

Correlation

The correlation between PLDR and BASV is 0.62, 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.	0.62
Correlation (All Time) Calculated using the full available price history since Jun 16, 2025	0.64

The correlation between PLDR and BASV has been stable across timeframes, ranging from 0.62 to 0.64 - a consistent structural relationship.

Return for Risk

PLDR vs. BASV — Risk / Return Rank

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

PLDR

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

BASV

BASV Risk / Return Rank: 65
BASV Sharpe Ratio Rank: 65
BASV Sortino Ratio Rank: 66
BASV Omega Ratio Rank: 64
BASV Calmar Ratio Rank: 65
BASV Martin Ratio Rank: 67

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.

PLDR vs. BASV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Putnam Sustainable Leaders ETF (PLDR) and Brown Advisory Sustainable Value ETF (BASV). 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.

	PLDR	BASV	Difference
Sharpe ratio: Return per unit of total volatility	—	1.75	—
Sortino ratio: Return per unit of downside risk	—	2.50	—
Omega ratio: Gain probability vs. loss probability	—	1.31	—
Calmar ratio: Return relative to maximum drawdown	—	2.60	—
Martin ratio: Return relative to average drawdown	—	9.27	—

Drawdowns

Drawdown Indicators

	PLDR	BASV	Difference
Max Drawdown Largest peak-to-trough decline	—	-9.43%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.43%	—
Current Drawdown Current decline from peak	—	-0.05%	—
Average Drawdown Average peak-to-trough decline	—	-1.57%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.64%	—

Volatility

Volatility by Period

	PLDR	BASV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.49%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.15%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	14.04%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	13.69%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	13.69%	—

PLDR vs. BASV - Expense Ratio Comparison

PLDR has a 0.59% expense ratio, which is lower than BASV's 0.71% expense ratio.

Dividends

PLDR vs. BASV - Dividend Comparison

PLDR has not paid dividends to shareholders, while BASV's dividend yield for the trailing twelve months is around 0.36%.

Position	TTM	2025	2024	2023	2022	2021
BASV Brown Advisory Sustainable Value ETF	0.36%	0.41%	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 PLDR and BASV in my portfolio?

PLDR and BASV have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PLDR or BASV?

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, PLDR or BASV?

PLDR is cheaper with a 0.59% expense ratio, compared with 0.71% for BASV.

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

PLDR has the higher dividend yield at 0.37%, compared with 0.36% for BASV.

What is the main difference between PLDR and BASV?

PLDR is categorized as Sustainable, while BASV is Large Cap Value Equities. They also come from different issuers: Putnam and Brown Advisory. Their fees differ too: 0.59% for PLDR and 0.71% for BASV.