PLDR vs. ESGY ETF Comparison

Comparison of Putnam Sustainable Leaders ETF (PLDR) to American Century Sustainable Growth ETF (ESGY)

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

$33.01

Average Daily Volume

33,158

Number of Holdings ^*

* may have additional holdings in another (foreign) market

ESGY

American Century Sustainable Growth ETF

ESGY Description

The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stockâs growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$53.98

Average Daily Volume

2,598

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	PLDR	ESGY
30 Days	0.53%	-1.01%
60 Days	1.99%	0.62%
90 Days	1.15%	-0.63%
12 Months	34.37%	30.24%

19 Overlapping Holdings

Symbol	Grade	Weight in PLDR	Weight in ESGY	Overlap
AAPL	D	8.42%	11.15%	8.42%
ADBE	D	1.59%	0.55%	0.55%
ADI	D	0.73%	0.4%	0.4%
AMAT	D	1.48%	1.41%	1.41%
AMD	F	1.3%	1.5%	1.3%
AMZN	C	4.84%	5.37%	4.84%
ASML	D	1.39%	0.79%	0.79%
CDNS	D	1.06%	1.01%	1.01%
CMG	C	1.4%	0.39%	0.39%
CRM	D	1.28%	0.7%	0.7%
DHR	B	1.45%	0.4%	0.4%
HD	B	1.78%	1.26%	1.26%
HLT	B	2.0%	0.59%	0.59%
LIN	B	2.05%	0.63%	0.63%
LLY	C	2.03%	2.33%	2.03%
MSFT	C	8.58%	14.85%	8.58%
NVDA	D	5.98%	11.43%	5.98%
UNH	C	0.71%	1.09%	0.71%
V	B	2.6%	3.03%	2.6%

PLDR Overweight 35 Positions Relative to ESGY

Symbol	Grade	Weight
WMT	B	2.86%
BSX	B	2.26%
FTV	C	1.96%
IR	C	1.95%
ROP	C	1.88%
JPM	D	1.82%
BAC	D	1.71%
TMO	C	1.67%
OTIS	D	1.66%
ISRG	C	1.65%
NEE	B	1.62%
PLD	C	1.61%
UL	C	1.51%
MRK	D	1.5%
REGN	C	1.46%
SCHW	D	1.42%
COF	C	1.38%
CEG	C	1.36%
AMT	C	1.28%
BALL	C	1.28%
EMN	B	1.2%
KKR	B	1.18%
TPG	B	1.17%
MTD	D	1.16%
MSCI	C	1.14%
GSK	C	1.11%
SNPS	D	1.04%
STX	D	1.0%
ECL	B	0.86%
WCN	D	0.85%
DIS	D	0.85%
TMUS	C	0.76%
SNY	C	0.57%
CPB	B	0.52%
ONON	B	0.35%

PLDR Underweight 67 Positions Relative to ESGY

Symbol	Grade	Weight
GOOGL	D	-7.38%
META	A	-3.51%
MA	B	-1.6%
AVGO	C	-1.53%
NVO	D	-1.5%
TSLA	C	-1.36%
TJX	C	-1.02%
NOW	A	-0.95%
PEP	C	-0.95%
ABBV	C	-0.9%
UBER	C	-0.86%
INTU	D	-0.8%
TT	B	-0.77%
IDXX	C	-0.7%
WDAY	D	-0.69%
KO	B	-0.66%
VRTX	D	-0.63%
ACN	C	-0.6%
FDX	C	-0.56%
CI	C	-0.54%
ADP	B	-0.52%
ZTS	B	-0.5%
CRWD	F	-0.49%
APTV	D	-0.49%
A	C	-0.47%
PGR	A	-0.46%
EQIX	B	-0.43%
UNP	B	-0.42%
CDW	D	-0.42%
DECK	C	-0.41%
SPGI	B	-0.38%
NFLX	B	-0.37%
SLB	F	-0.37%
PANW	D	-0.36%
ABNB	D	-0.35%
YETI	D	-0.34%
SYY	D	-0.33%
SNOW	F	-0.32%
KEYS	C	-0.32%
COST	C	-0.31%
OKTA	F	-0.31%
ULTA	D	-0.31%
SQ	D	-0.3%
XYL	D	-0.29%
TGT	C	-0.29%
DDOG	D	-0.28%
KMX	D	-0.27%
UPS	D	-0.26%
ETN	C	-0.25%
MDLZ	B	-0.25%
DT	C	-0.25%
EBAY	B	-0.24%
WST	D	-0.24%
POOL	C	-0.23%
ELV	C	-0.21%
SAIA	D	-0.16%
CPRT	D	-0.16%
TREX	F	-0.15%
MDB	D	-0.14%
PDFS	D	-0.14%
GWW	B	-0.14%
CROX	C	-0.14%
DE	B	-0.12%
BURL	B	-0.1%
URI	B	-0.08%
DXCM	F	-0.07%
LULU	D	-0.06%

ESGY: Top Represented Industries & Keywords

Industries: Software - Application Diagnostics & Research Semiconductors Discount Stores Health Care Plans Software - Infrastructure Specialty Retail Apparel Stores Auto & Truck Dealerships Beverages - Soft Drinks Biotechnology Credit Services Drug Manufacturers - Major Footwear & Accessories Information Technology Services Integrated Shipping & Logistics Internet Content & Information Semiconductor Equipment & Materials Specialty Industrial Machinery Auto Manufacturers