CHGX vs. PLDR ETF Comparison

Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to Putnam Sustainable Leaders ETF (PLDR)

CHGX

Change Finance U.S. Large Cap Fossil Fuel Free ETF

CHGX Description

The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.

Grade (RS Rating)

Last Trade

$38.36

Average Daily Volume

6,331

Number of Holdings ^*

* may have additional holdings in another (foreign) market

PLDR

Putnam Sustainable Leaders ETF

PLDR Description

The investment seeks long-term capital appreciation. The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies that exhibit a commitment to financially material sustainable business practices. Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that meet Putnam Investment Management, LLC?s (Putnam Management) sustainability criteria.

Grade (RS Rating)

Last Trade

$33.67

Average Daily Volume

32,437

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CHGX	PLDR
30 Days	3.12%	4.14%
60 Days	10.93%	11.02%
90 Days	5.33%	2.05%
12 Months	31.89%	42.67%

18 Overlapping Holdings

Symbol	Grade	Weight in CHGX	Weight in PLDR	Overlap
AAPL	C	0.98%	8.63%	0.98%
ADBE	F	0.88%	1.64%	0.88%
ADI	B	0.97%	1.13%	0.97%
AMD	C	1.11%	1.56%	1.11%
CDNS	D	1.0%	1.03%	1.0%
CRM	B	1.07%	1.17%	1.07%
DIS	D	1.04%	1.07%	1.04%
ECL	C	0.99%	0.67%	0.67%
LLY	D	0.93%	2.33%	0.93%
MRK	F	0.94%	0.78%	0.78%
MSCI	B	0.96%	1.17%	0.96%
NVDA	B	1.02%	5.66%	1.02%
PLD	D	0.96%	1.54%	0.96%
ROP	D	0.98%	1.82%	0.98%
SCHW	D	0.97%	1.34%	0.97%
SNPS	F	0.98%	0.92%	0.92%
TMO	D	0.99%	1.64%	0.99%
V	B	0.97%	2.59%	0.97%

CHGX Overweight 81 Positions Relative to PLDR

Symbol	Grade	Weight
ORCL	A	1.17%
MU	D	1.12%
IBM	A	1.09%
PYPL	A	1.09%
FICO	C	1.09%
ANET	A	1.08%
AVGO	B	1.08%
CARR	A	1.08%
CAT	A	1.08%
INTC	D	1.07%
NKE	D	1.06%
PHM	C	1.05%
DE	C	1.05%
ADSK	B	1.04%
GWW	B	1.04%
CSCO	A	1.03%
STLD	C	1.03%
BK	A	1.03%
IT	A	1.03%
ORA	C	1.02%
NOW	B	1.02%
CMCSA	B	1.02%
AXP	A	1.02%
AMP	A	1.02%
ACN	B	1.02%
GIS	C	1.01%
ORLY	A	1.01%
A	B	1.01%
STT	A	1.0%
CME	A	1.0%
NFLX	A	1.0%
ROST	D	1.0%
CRWD	D	1.0%
MA	A	1.0%
HPQ	B	1.0%
HCA	C	1.0%
SYK	C	0.99%
AZO	D	0.99%
LEN	C	0.99%
FIS	A	0.99%
FTNT	A	0.99%
NDAQ	C	0.99%
SQ	D	0.99%
TJX	D	0.99%
MDT	C	0.99%
CHD	D	0.99%
AON	A	0.99%
MPWR	B	0.99%
INTU	F	0.99%
GOOG	B	0.98%
CTSH	B	0.98%
SPG	A	0.98%
ADP	A	0.98%
ABT	C	0.98%
GOOGL	B	0.98%
SPGI	C	0.98%
PFE	D	0.98%
SYY	D	0.98%
AWK	D	0.98%
PGR	B	0.98%
KLAC	B	0.97%
DECK	B	0.97%
MMC	D	0.97%
CPRT	B	0.97%
QCOM	D	0.97%
VRSK	D	0.96%
MCO	D	0.96%
JNJ	D	0.96%
TXN	C	0.96%
MCHP	F	0.96%
ABBV	C	0.96%
ICE	A	0.96%
MRVL	C	0.95%
AMGN	D	0.94%
ON	F	0.93%
EA	D	0.93%
EFX	D	0.93%
WDAY	D	0.92%
PANW	B	0.92%
IQV	F	0.92%
MCK	F	0.84%

CHGX Underweight 36 Positions Relative to PLDR

Symbol	Grade	Weight
MSFT	D	-8.04%
AMZN	C	-4.58%
WMT	A	-2.84%
BSX	A	-2.13%
LIN	C	-2.11%
HLT	A	-1.93%
JPM	C	-1.9%
HD	A	-1.74%
ISRG	C	-1.72%
FTV	C	-1.68%
BAC	B	-1.63%
REGN	D	-1.59%
UL	D	-1.58%
NEE	C	-1.49%
OTIS	A	-1.38%
CMG	C	-1.36%
CEG	A	-1.34%
DHR	D	-1.34%
COF	A	-1.27%
GSK	F	-1.24%
IR	A	-1.23%
AMT	D	-1.23%
BALL	C	-1.22%
EMN	C	-1.18%
TPG	A	-1.15%
AMAT	C	-1.09%
MTD	C	-1.07%
ASML	F	-1.06%
TMUS	A	-1.05%
STX	C	-0.93%
KKR	A	-0.91%
SNY	C	-0.87%
SBUX	B	-0.86%
CPB	D	-0.77%
WCN	D	-0.66%
ONON	A	-0.38%