PLDR vs. CHGX ETF Comparison
Comparison of Putnam Sustainable Leaders ETF (PLDR) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
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
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
99
Performance
Period | PLDR | CHGX |
---|---|---|
30 Days | 4.14% | 3.12% |
60 Days | 11.02% | 10.93% |
90 Days | 2.05% | 5.33% |
12 Months | 42.67% | 31.89% |
18 Overlapping Holdings
Symbol | Grade | Weight in PLDR | Weight in CHGX | Overlap | |
---|---|---|---|---|---|
AAPL | C | 8.63% | 0.98% | 0.98% | |
ADBE | F | 1.64% | 0.88% | 0.88% | |
ADI | B | 1.13% | 0.97% | 0.97% | |
AMD | C | 1.56% | 1.11% | 1.11% | |
CDNS | D | 1.03% | 1.0% | 1.0% | |
CRM | B | 1.17% | 1.07% | 1.07% | |
DIS | D | 1.07% | 1.04% | 1.04% | |
ECL | C | 0.67% | 0.99% | 0.67% | |
LLY | D | 2.33% | 0.93% | 0.93% | |
MRK | F | 0.78% | 0.94% | 0.78% | |
MSCI | B | 1.17% | 0.96% | 0.96% | |
NVDA | B | 5.66% | 1.02% | 1.02% | |
PLD | D | 1.54% | 0.96% | 0.96% | |
ROP | D | 1.82% | 0.98% | 0.98% | |
SCHW | D | 1.34% | 0.97% | 0.97% | |
SNPS | F | 0.92% | 0.98% | 0.92% | |
TMO | D | 1.64% | 0.99% | 0.99% | |
V | B | 2.59% | 0.97% | 0.97% |
PLDR Overweight 36 Positions Relative to CHGX
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% |
PLDR Underweight 81 Positions Relative to CHGX
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% |
PLDR: Top Represented Industries & Keywords
CHGX: Top Represented Industries & Keywords