PBDC vs. FMCX ETF Comparison
Comparison of Putnam BDC Income ETF (PBDC) to FMC Excelsior Focus Equity ETF (FMCX)
PBDC
Putnam BDC Income ETF
PBDC Description
Putnam BDC Income ETF is an exchange traded fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across business development companies sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. Putnam BDC Income ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$34.19
Average Daily Volume
40,039
15
FMCX
FMC Excelsior Focus Equity ETF
FMCX Description
The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.Grade (RS Rating)
Last Trade
$32.39
Average Daily Volume
75
52
Performance
| Period | PBDC | FMCX |
|---|---|---|
| 30 Days | 1.79% | 3.30% |
| 60 Days | 1.15% | 4.89% |
| 90 Days | 3.23% | 8.18% |
| 12 Months | 17.79% | 26.68% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PBDC | Weight in FMCX | Overlap |
|---|
PBDC Underweight 52 Positions Relative to FMCX
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -6.93% | |
| UNH | C | -6.84% | |
| KKR | A | -6.14% | |
| IAC | D | -5.35% | |
| AMZN | C | -5.01% | |
| GDDY | A | -4.98% | |
| MSFT | F | -4.79% | |
| LBRDK | C | -4.24% | |
| LSXMK | D | -4.22% | |
| GGG | B | -3.98% | |
| PYPL | B | -3.9% | |
| MTCH | D | -3.18% | |
| LSXMA | D | -1.79% | |
| GOOGL | C | -1.77% | |
| LBRDA | C | -1.74% | |
| PG | A | -1.3% | |
| PM | B | -1.21% | |
| YUM | B | -1.18% | |
| CMCSA | B | -1.13% | |
| MCD | D | -1.12% | |
| AMGN | D | -1.11% | |
| KEYS | A | -1.06% | |
| VUSB | A | -0.92% | |
| ICSH | A | -0.92% | |
| GILD | C | -0.87% | |
| CL | D | -0.85% | |
| MO | A | -0.84% | |
| ENTG | D | -0.82% | |
| ARWR | F | -0.72% | |
| NKE | D | -0.68% | |
| HON | B | -0.6% | |
| DHR | F | -0.55% | |
| GOOG | C | -0.5% | |
| BAX | D | -0.47% | |
| YUMC | C | -0.42% | |
| MUSA | A | -0.4% | |
| SPGI | C | -0.37% | |
| MTX | B | -0.33% | |
| KEX | C | -0.33% | |
| EQR | B | -0.3% | |
| JPM | A | -0.3% | |
| MUR | D | -0.25% | |
| V | A | -0.21% | |
| FWONK | B | -0.21% | |
| BKNG | A | -0.19% | |
| FLWS | F | -0.15% | |
| GD | F | -0.13% | |
| BATRK | C | -0.11% | |
| PNR | A | -0.1% | |
| FWONA | B | -0.05% | |
| VMEO | B | -0.03% | |
| BATRA | F | -0.02% |
PBDC: Top Represented Industries & Keywords
FMCX: Top Represented Industries & Keywords
Compare ETFs
