PLDR vs. FITLX

In the year-to-date period, PLDR achieves a -3.57% return, which is significantly lower than FITLX's -1.27% return.

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PLDR has a 0.59% expense ratio, which is higher than FITLX's 0.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Sustainable Leaders ETF (PLDR) and Fidelity US Sustainability Index Fund (FITLX). 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.

The current PLDR Sharpe Ratio is 0.28, which is lower than the FITLX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of PLDR and FITLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PLDR has not paid dividends to shareholders, while FITLX's dividend yield for the trailing twelve months is around 1.31%.

The maximum PLDR drawdown since its inception was -29.57%, smaller than the maximum FITLX drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for PLDR and FITLX. For additional features, visit the drawdowns tool.

Putnam Sustainable Leaders ETF (PLDR) and Fidelity US Sustainability Index Fund (FITLX) have volatilities of 6.14% and 6.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.