PLDR vs. CVRD ETF Comparison

Comparison of Putnam Sustainable Leaders ETF (PLDR) to Madison Covered Call ETF (CVRD)

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

$34.45

Average Daily Volume

52,617

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CVRD

Madison Covered Call ETF

CVRD Description

The fund will seek to achieve its objectives by (1) investing in common stocks of equity securities that pay dividends and (2) writing (i.e., selling) covered call options on a substantial portion of its portfolio of securities. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of companies, including other investment companies.

Grade (RS Rating)

Last Trade

$19.64

Average Daily Volume

6,647

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	PLDR	CVRD
30 Days	1.98%	0.70%
60 Days	2.45%	1.14%
90 Days	4.24%	2.31%
12 Months	33.89%	9.31%

8 Overlapping Holdings

Symbol	Grade	Weight in PLDR	Weight in CVRD	Overlap
ADBE	C	1.41%	3.24%	1.41%
AMD	F	1.64%	1.86%	1.64%
AMT	D	1.21%	1.67%	1.21%
AMZN	C	4.55%	2.08%	2.08%
DHR	F	1.32%	1.42%	1.32%
MSFT	F	7.89%	2.49%	2.49%
TMUS	B	1.03%	2.59%	1.03%
V	A	2.45%	3.17%	2.45%

PLDR Overweight 46 Positions Relative to CVRD

Symbol	Grade	Weight
AAPL	C	8.35%
NVDA	C	5.48%
WMT	A	2.65%
BSX	B	2.08%
LLY	F	2.05%
LIN	D	2.0%
HD	A	1.82%
ROP	B	1.74%
HLT	A	1.74%
JPM	A	1.7%
FTV	C	1.7%
ISRG	A	1.63%
TMO	F	1.57%
BAC	A	1.51%
UL	D	1.51%
NEE	D	1.49%
CEG	D	1.46%
PLD	D	1.45%
OTIS	C	1.44%
REGN	F	1.34%
CMG	B	1.33%
SCHW	B	1.27%
TPG	A	1.25%
IR	B	1.25%
BALL	D	1.24%
EMN	D	1.23%
COF	B	1.23%
CRM	B	1.21%
MSCI	C	1.12%
STX	D	1.1%
GSK	F	1.1%
DIS	B	1.08%
AMAT	F	1.07%
MTD	D	1.06%
ADI	D	1.05%
CDNS	B	0.98%
SBUX	A	0.94%
ASML	F	0.93%
KKR	A	0.91%
CPB	D	0.88%
SNY	F	0.85%
SNPS	B	0.85%
ECL	D	0.65%
AZN	D	0.48%
ONON	A	0.39%
WCN	A	0.3%

PLDR Underweight 34 Positions Relative to CVRD

Symbol	Grade	Weight
CSCO	B	-3.92%
LVS	C	-3.7%
CME	A	-3.69%
GOOG	C	-3.44%
PYPL	B	-3.02%
STZ	D	-2.89%
MDT	D	-2.82%
CMCSA	B	-2.81%
ABT	B	-2.55%
APD	A	-2.37%
HON	B	-2.35%
ACN	C	-2.33%
AES	F	-2.19%
A	D	-2.18%
UPS	C	-2.1%
EMR	A	-2.04%
MCHP	D	-2.04%
ADM	D	-1.98%
TXN	C	-1.77%
LH	C	-1.72%
LOW	D	-1.7%
PEP	F	-1.67%
MTDR	B	-1.6%
APH	A	-1.57%
HPE	B	-1.54%
UNP	C	-1.52%
JNJ	D	-1.47%
GLW	B	-1.43%
COP	C	-1.32%
FAST	B	-1.26%
ROST	C	-1.03%
RIG	D	-0.83%
DLTR	F	-0.8%
APA	D	-0.66%