ATFV vs PLDR

ATFV vs PLDR

Which is better, ATFV or PLDR?

Each has led over a different period.

ATFV has a lower expense ratio. ATFV led over the full window, PLDR over 1Y.

Lower Fees: ATFVHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricATFVPLDR
Expense Ratio0.55%Best0.59%
AUM$629M$3M
Dividend Yield0.17%0.35%
Holdings3656
Volatility (annualized)24.3%17.1%Best
Max Drawdown-45.3%-29.6%Best
$10,000 over 5 years$19,663Best$15,450
Fund FamilyAlgerPutnam Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 4, 2021May 25, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 127 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. ATFV has data through Oct 14, 2026 and PLDR through Jun 9, 2026.

Volatility and max drawdown, and the $10,000 over 5 years row, are measured over the window both funds cover: May 26, 2021 to Jun 9, 2026 (5 years).

Compare ATFV against instead:ATFV vs SPYATFV vs QQQATFV vs VOOATFV vs VTIPLDR against:PLDR vs VXUS

Risk: Volatility and Drawdowns

ATFV has been the more volatile fund, with annualized monthly volatility of 24.3% compared with 17.1% for PLDR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -45.3% for ATFV and -29.6% for PLDR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ATFV charges 0.55% per year while PLDR charges 0.59%. On a $10,000 position that is $55 vs $59 annually, a gap of $4 per year that compounds over a long holding period. On income, ATFV currently yields 0.17% against 0.35% for PLDR.

You are not choosing between two funds in isolation.

Whichever of ATFV and PLDR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ATFVPLDR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ATFV or PLDR?

ATFV has an expense ratio of 0.55% while PLDR charges 0.59%. ATFV is the cheaper option, by $4 a year on a $10,000 investment.

Which is riskier, ATFV or PLDR?

ATFV has been the more volatile fund at 24.3% annualized versus 17.1% for PLDR. Worst drawdown: ATFV -45.3% vs PLDR -29.6%.

Should I hold both ATFV and PLDR?

ATFV and PLDR have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ATFV or PLDR?

ATFV yields 0.17% while PLDR yields 0.35%, so PLDR currently pays the higher dividend yield.

Is PLDR better than ATFV?

ATFV has a lower expense ratio. ATFV led over the full window, PLDR over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.