PLDR vs. FCVT ETF Comparison

Comparison of Putnam Sustainable Leaders ETF (PLDR) to First Trust SSI Strategic Convertible Securities ETF (FCVT)
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 *

54

* may have additional holdings in another (foreign) market
FCVT

First Trust SSI Strategic Convertible Securities ETF

FCVT Description The investment seeks total return. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets in a portfolio of U.S. and non-U.S. convertible securities. In general, convertible securities combine the investment characteristics of bonds and common stocks and typically consist of debt securities or preferred securities that may be converted or exchanged within a specified period of time into a certain amount of common stock or other equity security of the same or a different issuer. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$38.11

Average Daily Volume

22,067

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period PLDR FCVT
30 Days 1.98% 5.92%
60 Days 2.45% 7.62%
90 Days 4.24% 9.19%
12 Months 33.89% 25.06%
1 Overlapping Holdings
Symbol Grade Weight in PLDR Weight in FCVT Overlap
BAC A 1.51% 1.48% 1.48%
PLDR Overweight 53 Positions Relative to FCVT
Symbol Grade Weight
AAPL C 8.35%
MSFT F 7.89%
NVDA C 5.48%
AMZN C 4.55%
WMT A 2.65%
V A 2.45%
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%
AMD F 1.64%
ISRG A 1.63%
TMO F 1.57%
UL D 1.51%
NEE D 1.49%
CEG D 1.46%
PLD D 1.45%
OTIS C 1.44%
ADBE C 1.41%
REGN F 1.34%
CMG B 1.33%
DHR F 1.32%
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%
AMT D 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%
TMUS B 1.03%
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 0 Positions Relative to FCVT
Symbol Grade Weight
Compare ETFs