PLDR vs. HELX ETF Comparison

Comparison of Putnam Sustainable Leaders ETF (PLDR) to Franklin Genomic Advancements ETF (HELX)

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

$33.00

Average Daily Volume

27,169

Number of Holdings ^*

* may have additional holdings in another (foreign) market

HELX

Franklin Genomic Advancements ETF

HELX Description

Seeks capital appreciation by investing in innovative companies related to genomic-based technologies designed to enhance the quality of life. Provides access to companies benefitting from or facilitating the use of new research including DNA sequencing, gene editing and personalized medicine Uses bottom-up fundamental research conducted by dedicated, industry-specific analysts to identify disruptive business models at the right stage for investment Actively managed by a seasoned portfolio management team that is based in Silicon Valley and has a long history of investing in the craft of innovation

Grade (RS Rating)

Last Trade

$31.58

Average Daily Volume

1,217

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	PLDR	HELX
30 Days	3.80%	-1.46%
60 Days	8.85%	1.46%
90 Days	8.18%	-1.40%
12 Months	35.77%	6.17%

5 Overlapping Holdings

Symbol	Grade	Weight in PLDR	Weight in HELX	Overlap
CDNS	B	1.42%	2.34%	1.42%
DHR	D	1.34%	4.93%	1.34%
LLY	A	2.29%	4.98%	2.29%
REGN	B	1.32%	5.33%	1.32%
TMO	D	1.54%	4.6%	1.54%

PLDR Overweight 47 Positions Relative to HELX

Symbol	Grade	Weight
MSFT	A	8.79%
AAPL	A	7.54%
NVDA	B	7.09%
AMZN	A	4.54%
WMT	A	2.72%
BSX	B	2.6%
CEG	B	2.12%
FTV	D	2.01%
V	C	2.01%
LIN	C	1.95%
HLT	B	1.85%
ROP	B	1.82%
IR	C	1.8%
AMAT	B	1.77%
OTIS	B	1.73%
CRM	C	1.72%
JPM	B	1.72%
ASML	A	1.72%
NEE	D	1.69%
BAC	B	1.68%
MRK	C	1.65%
HD	C	1.61%
CMG	D	1.6%
AMD	B	1.49%
ISRG	A	1.48%
PLD	C	1.4%
BALL	D	1.39%
UL	B	1.34%
ADBE	B	1.28%
GSK	D	1.28%
COF	D	1.24%
EMN	D	1.17%
KKR	C	1.14%
AMT	B	1.13%
MTD	D	1.07%
ECL	B	1.05%
SNPS	B	1.03%
TPG	D	0.96%
SCHW	D	0.96%
DIS	D	0.94%
MSCI	C	0.83%
UNH	D	0.81%
WCN	B	0.78%
TMUS	B	0.73%
SNY	B	0.54%
ONON	C	0.36%
STX	B	0.22%

PLDR Underweight 44 Positions Relative to HELX

Symbol	Grade	Weight
MEDP	C	-7.39%
VRTX	B	-5.55%
KRYS	B	-4.44%
NTRA	B	-3.45%
AZN	C	-2.71%
MRNA	D	-2.6%
IONS	B	-2.54%
BRKR	F	-2.4%
CTVA	D	-2.08%
CRL	F	-2.07%
SRPT	C	-2.0%
A	D	-2.0%
INSM	A	-1.92%
RCKT	F	-1.84%
QGEN	D	-1.8%
ICLR	B	-1.78%
ALNY	A	-1.67%
UTHR	B	-1.59%
BNTX	F	-1.31%
TWST	B	-1.29%
EXAS	D	-1.12%
FDMT	D	-1.1%
VYGR	F	-1.1%
AZTA	D	-1.04%
IQV	D	-1.04%
NBIX	C	-0.96%
TECH	D	-0.94%
NTLA	F	-0.93%
BBIO	D	-0.9%
RARE	D	-0.89%
BEAM	D	-0.85%
CRSP	F	-0.76%
LGND	B	-0.69%
RXRX	F	-0.67%
CDMO	D	-0.56%
RGEN	F	-0.49%
AVTR	D	-0.44%
BIO	D	-0.43%
SLP	F	-0.43%
ARE	C	-0.29%
BMY	F	-0.25%
DVAX	D	-0.21%
VCYT	C	-0.16%
OLK	A	-0.13%