PLDR vs. FFLC
Compare and contrast key facts about Putnam Sustainable Leaders ETF (PLDR) and Fidelity Fundamental Large Cap Core ETF (FFLC).
PLDR and FFLC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PLDR is an actively managed fund by Power Corporation of Canada. It was launched on May 25, 2021. FFLC is an actively managed fund by Fidelity. It was launched on Jun 2, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLDR or FFLC.
Key characteristics
| PLDR | FFLC | |
|---|---|---|
| YTD Return | 26.66% | 31.93% |
| 1Y Return | 37.72% | 42.00% |
| 3Y Return (Ann) | 7.32% | 17.80% |
| Sharpe Ratio | 2.90 | 3.20 |
| Sortino Ratio | 3.86 | 4.31 |
| Omega Ratio | 1.54 | 1.59 |
| Calmar Ratio | 3.44 | 4.73 |
| Martin Ratio | 16.15 | 22.79 |
| Ulcer Index | 2.33% | 1.86% |
| Daily Std Dev | 12.95% | 13.22% |
| Max Drawdown | -29.57% | -15.86% |
| Current Drawdown | -0.11% | -0.55% |
Correlation
The correlation between PLDR and FFLC is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PLDR vs. FFLC - Performance Comparison
In the year-to-date period, PLDR achieves a 26.66% return, which is significantly lower than FFLC's 31.93% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PLDR vs. FFLC - Expense Ratio Comparison
PLDR has a 0.59% expense ratio, which is higher than FFLC's 0.38% expense ratio.
Risk-Adjusted Performance
PLDR vs. FFLC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Sustainable Leaders ETF (PLDR) and Fidelity Fundamental Large Cap Core ETF (FFLC). 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.
Dividends
PLDR vs. FFLC - Dividend Comparison
PLDR's dividend yield for the trailing twelve months is around 0.44%, less than FFLC's 0.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
PLDR Putnam Sustainable Leaders ETF | 0.44% | 0.56% | 0.63% | 0.39% | 0.00% |
FFLC Fidelity Fundamental Large Cap Core ETF | 0.67% | 0.57% | 1.67% | 1.68% | 0.89% |
Drawdowns
PLDR vs. FFLC - Drawdown Comparison
The maximum PLDR drawdown since its inception was -29.57%, which is greater than FFLC's maximum drawdown of -15.86%. Use the drawdown chart below to compare losses from any high point for PLDR and FFLC. For additional features, visit the drawdowns tool.
Volatility
PLDR vs. FFLC - Volatility Comparison
The current volatility for Putnam Sustainable Leaders ETF (PLDR) is 3.65%, while Fidelity Fundamental Large Cap Core ETF (FFLC) has a volatility of 4.05%. This indicates that PLDR experiences smaller price fluctuations and is considered to be less risky than FFLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.