PLDR vs RJCA
Putnam Sustainable Leaders ETF vs RJ ClariVest Capital Appreciation ETF
Which is better, PLDR or RJCA?
RJCA has been ahead.
PLDR has a lower expense ratio. RJCA led over 1Y.
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
| Metric | PLDR | RJCA |
|---|---|---|
| Expense Ratio | 0.59%Best | 0.61% |
| AUM | $3M | $617M |
| Dividend Yield | 0.35% | 0.00% |
| Holdings | 56 | 72 |
| Volatility (annualized) | 17.1% | - |
| Max Drawdown | -29.6% | - |
| Fund Family | Putnam Investments | Carillon Family of Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 25, 2021 | Mar 21, 2006 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, 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. PLDR has data through Jun 9, 2026 and RJCA through Oct 14, 2026.
Fees and Cost Over Time
PLDR charges 0.59% per year while RJCA charges 0.61%. On a $10,000 position that is $59 vs $61 annually, a gap of $2 per year that compounds over a long holding period. On income, PLDR currently yields 0.35% against 0.00% for RJCA.
Holdings Overlap
At least 55.0% of RJCA's money is in holdings PLDR also owns.
Stated as a floor: for PLDR, our book for it covers 92.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
The two holdings books were reported 215 days apart, PLDR as of Feb 27, 2026 and RJCA as of Sep 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
13 positions in common, counted across the 52 positions we hold weights for in PLDR and 71 in RJCA, against full books of 56 and 72.
Top Shared Holdings
| Stock | Weight in PLDR | Weight in RJCA | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.17% | 15.22% | 7.05% |
| AAPLApple, Inc | 8.25% | 7.19% | 1.06% |
| MSFTMicrosoft Corp | 4.63% | 7.85% | 3.22% |
| GOOGLAlphabet Inc | 6.19% | 4.73% | 1.46% |
| AVGOBroadcom Inc | 3.58% | 5.18% | 1.60% |
| AMZNAmazon.Com Inc | 4.85% | 1.94% | 2.91% |
| METAMeta Platforms Inc | 2.87% | 3.16% | 0.29% |
| LLYEli Lilly & Co. | 2.53% | 3.09% | 0.56% |
| TSLATesla Inc | 1.76% | 1.66% | 0.10% |
| VVisa Inc-class A Shares (v) | 1.46% | 1.76% | 0.30% |
55.0% of RJCA is already inside PLDR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PLDR or RJCA?
PLDR has an expense ratio of 0.59% while RJCA charges 0.61%. PLDR is the cheaper option, by $2 a year on a $10,000 investment.
What is the holdings overlap between PLDR and RJCA?
At least 55.0% of RJCA's money is in holdings PLDR also owns. Our book for PLDR is partial, so the real figure is this or higher. They hold 13 positions in common, counted across the 52 positions we hold weights for in PLDR and 71 in RJCA.
Which pays a higher dividend, PLDR or RJCA?
PLDR yields 0.35% while RJCA yields 0.00%, so PLDR currently pays the higher dividend yield.
Is RJCA better than PLDR?
PLDR has a lower expense ratio. RJCA led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.