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PLDR vs. EFFE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PLDR vs. EFFE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Putnam Sustainable Leaders ETF (PLDR) and Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


PLDR

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

EFFE

1D
-3.28%
1M
-5.51%
6M
10.72%
YTD
14.42%
1Y
20.88%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PLDR vs. EFFE - Yearly Performance Comparison


2026 (YTD)20252024
PLDR
Putnam Sustainable Leaders ETF
1.69%12.03%-0.33%
EFFE
Harbor Osmosis Emerging Markets Resource Efficient ETF
14.42%22.42%-0.84%

Correlation

The correlation between PLDR and EFFE 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 PLDR and EFFE has been stable across timeframes, ranging from 0.58 to 0.60 - a consistent structural relationship.

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Return for Risk

PLDR vs. EFFE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments 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.


EFFE
EFFE Risk / Return Rank: 3434
Overall Rank
EFFE Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
EFFE Sortino Ratio Rank: 2929
Sortino Ratio Rank
EFFE Omega Ratio Rank: 3333
Omega Ratio Rank
EFFE Calmar Ratio Rank: 3737
Calmar Ratio Rank
EFFE Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PLDR vs. EFFE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Putnam Sustainable Leaders ETF (PLDR) and Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE). 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.


PLDREFFEDifference
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

PLDR vs. EFFE - Sharpe Ratio Comparison


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Drawdowns

PLDR vs. EFFE - Drawdown Comparison


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Drawdown Indicators


PLDREFFEDifference

Max Drawdown

Largest peak-to-trough decline

-13.75%

Max Drawdown (1Y)

Largest decline over 1 year

-13.75%

Current Drawdown

Current decline from peak

-11.61%

Average Drawdown

Average peak-to-trough decline

-2.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.39%

Volatility

PLDR vs. EFFE - Volatility Comparison


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Volatility by Period


PLDREFFEDifference

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%

PLDR vs. EFFE - Expense Ratio Comparison

PLDR has a 0.59% expense ratio, which is lower than EFFE's 0.69% expense ratio.


Dividends

PLDR vs. EFFE - Dividend Comparison

PLDR has not paid dividends to shareholders, while EFFE's dividend yield for the trailing twelve months is around 4.10%.


PositionTTM20252024202320222021
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


PLDR and EFFE 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.

PLDR is categorized as Sustainable, while EFFE is Emerging Markets Diversified. They also come from different issuers: Power Corporation of Canada and Harbor. Their fees differ too: 0.59% for PLDR and 0.69% for EFFE.

Portfolio Optimizer

Find the right allocation for PLDR and EFFE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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