FBUF vs. PLDR ETF Comparison
Comparison of Fidelity Dynamic Buffered Equity ETF (FBUF) to Putnam Sustainable Leaders ETF (PLDR)
FBUF
Fidelity Dynamic Buffered Equity ETF
FBUF Description
FBUF seeks capital appreciation by investing in a large-cap equity portfolio of US and foreign stocks while utilizing a defensive options collar strategy. The fund aims to outperform the S&P 500 by picking stocks using a computer-aided, quantitative analysis of historical valuation, growth, and profitability, among other factors. The proprietary process seeks to find the optimal portfolio holdings, overweight stocks with positive characteristics, and manage benchmark relative risks. For the options strategy, the fund typically buys out-of-the-money put options on the S&P 500 Index and simultaneously sells out-of-the-money S&P 500 Index call options. Premium earned from writing calls is intended to offset the cost of buying puts, but this essentially caps the upside returns of the equity portfolio. For a continuous downside hedge, the adviser selects put options through a laddered approach that rolls monthly. The adviser diversifies the written call positions, which are rolled weekly, with different strike prices and expiration dates.
Grade (RS Rating)
Last Trade
$26.56
Average Daily Volume
2,912
10
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
54
Performance
| Period | FBUF | PLDR |
|---|---|---|
| 30 Days | 3.32% | 4.14% |
| 60 Days | 6.80% | 11.02% |
| 90 Days | 3.18% | 2.05% |
| 12 Months | 42.67% |
FBUF Underweight 49 Positions Relative to PLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMT | A | -2.84% | |
| V | B | -2.59% | |
| LLY | D | -2.33% | |
| BSX | A | -2.13% | |
| LIN | C | -2.11% | |
| HLT | A | -1.93% | |
| ROP | D | -1.82% | |
| HD | A | -1.74% | |
| ISRG | C | -1.72% | |
| FTV | C | -1.68% | |
| TMO | D | -1.64% | |
| ADBE | F | -1.64% | |
| BAC | B | -1.63% | |
| REGN | D | -1.59% | |
| UL | D | -1.58% | |
| AMD | C | -1.56% | |
| PLD | D | -1.54% | |
| NEE | C | -1.49% | |
| OTIS | A | -1.38% | |
| CMG | C | -1.36% | |
| CEG | A | -1.34% | |
| SCHW | D | -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% | |
| MSCI | B | -1.17% | |
| CRM | B | -1.17% | |
| TPG | A | -1.15% | |
| ADI | B | -1.13% | |
| AMAT | C | -1.09% | |
| MTD | C | -1.07% | |
| DIS | D | -1.07% | |
| ASML | F | -1.06% | |
| TMUS | A | -1.05% | |
| CDNS | D | -1.03% | |
| STX | C | -0.93% | |
| SNPS | F | -0.92% | |
| KKR | A | -0.91% | |
| SNY | C | -0.87% | |
| SBUX | B | -0.86% | |
| MRK | F | -0.78% | |
| CPB | D | -0.77% | |
| ECL | C | -0.67% | |
| WCN | D | -0.66% | |
| ONON | A | -0.38% |
FBUF: Top Represented Industries & Keywords
PLDR: Top Represented Industries & Keywords
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