PLDR vs. LVOL ETF Comparison
Comparison of Putnam Sustainable Leaders ETF (PLDR) to American Century Low Volatility ETF (LVOL)
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
$33.61
Average Daily Volume
33,031
Number of Holdings
*
54
* may have additional holdings in another (foreign) market
LVOL
American Century Low Volatility ETF
LVOL Description
The investment seeks capital appreciation. The fund generally invests in common stocks of U.S. companies that have a market capitalization greater than $2 billion. It seeks to deliver a lower realized portfolio volatility than its benchmark, the S&P 500® Index, by utilizing a stock selection process that expands on traditional measures of price volatility by including measures of asymmetric volatility and seeking securities of businesses that demonstrate consistent cash-flows, stable operations, and strong balance sheets. The fund is an actively managed ETF that does not seek to replicate the performance of a specified index.Grade (RS Rating)
Last Trade
$53.85
Average Daily Volume
266
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
Performance
Period | PLDR | LVOL |
---|---|---|
30 Days | 2.50% | 2.05% |
60 Days | 3.85% | 3.58% |
90 Days | 3.22% | 4.60% |
12 Months | 37.86% | 20.58% |
14 Overlapping Holdings
Symbol | Grade | Weight in PLDR | Weight in LVOL | Overlap | |
---|---|---|---|---|---|
AAPL | C | 8.42% | 6.71% | 6.71% | |
AMZN | C | 4.84% | 2.05% | 2.05% | |
BSX | B | 2.26% | 1.07% | 1.07% | |
CRM | D | 1.28% | 0.18% | 0.18% | |
ECL | B | 0.86% | 0.86% | 0.86% | |
HD | B | 1.78% | 2.42% | 1.78% | |
LIN | B | 2.05% | 2.34% | 2.05% | |
LLY | C | 2.03% | 0.15% | 0.15% | |
MRK | D | 1.5% | 1.85% | 1.5% | |
MSFT | C | 8.58% | 8.08% | 8.08% | |
OTIS | C | 1.66% | 0.36% | 0.36% | |
ROP | C | 1.88% | 0.77% | 0.77% | |
V | C | 2.6% | 3.09% | 2.6% | |
WMT | C | 2.86% | 0.35% | 0.35% |
PLDR Overweight 40 Positions Relative to LVOL
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | D | 5.98% | |
HLT | B | 2.0% | |
FTV | C | 1.96% | |
IR | C | 1.95% | |
JPM | D | 1.82% | |
BAC | D | 1.71% | |
TMO | B | 1.67% | |
ISRG | B | 1.65% | |
NEE | C | 1.62% | |
PLD | C | 1.61% | |
ADBE | F | 1.59% | |
UL | C | 1.51% | |
AMAT | D | 1.48% | |
REGN | C | 1.46% | |
DHR | B | 1.45% | |
SCHW | D | 1.42% | |
CMG | C | 1.4% | |
ASML | F | 1.39% | |
COF | B | 1.38% | |
CEG | C | 1.36% | |
AMD | D | 1.3% | |
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% | |
CDNS | D | 1.06% | |
SNPS | D | 1.04% | |
STX | C | 1.0% | |
WCN | D | 0.85% | |
DIS | D | 0.85% | |
TMUS | C | 0.76% | |
ADI | C | 0.73% | |
UNH | C | 0.71% | |
SNY | B | 0.57% | |
CPB | C | 0.52% | |
ONON | C | 0.35% |
PLDR Underweight 84 Positions Relative to LVOL
Symbol | Grade | Weight | |
---|---|---|---|
JNJ | C | -2.92% | |
PG | C | -2.79% | |
ACN | C | -2.59% | |
CSCO | C | -2.52% | |
BRK.A | C | -2.48% | |
MA | B | -2.41% | |
COST | B | -2.06% | |
GOOGL | D | -2.03% | |
MMC | C | -1.96% | |
KO | C | -1.96% | |
MDT | C | -1.88% | |
CTAS | B | -1.76% | |
APH | D | -1.75% | |
TEL | D | -1.67% | |
SPGI | B | -1.48% | |
INTU | C | -1.46% | |
CTSH | C | -1.45% | |
ABT | C | -1.4% | |
PEP | C | -1.39% | |
PAYX | C | -1.26% | |
DOX | C | -1.26% | |
MCD | B | -1.25% | |
HON | D | -1.21% | |
CB | B | -1.2% | |
CL | D | -1.02% | |
RSG | D | -1.02% | |
SHW | B | -1.0% | |
CMI | C | -0.99% | |
GD | B | -0.96% | |
PTC | D | -0.94% | |
WM | D | -0.89% | |
MCO | B | -0.88% | |
MSI | B | -0.81% | |
DOV | B | -0.76% | |
ITW | C | -0.76% | |
EA | D | -0.69% | |
SYK | C | -0.69% | |
GOOG | D | -0.68% | |
ADSK | C | -0.68% | |
HIG | B | -0.66% | |
IBM | B | -0.63% | |
TDY | B | -0.62% | |
NDSN | C | -0.56% | |
AMP | A | -0.56% | |
KMB | D | -0.56% | |
TRV | C | -0.5% | |
FAST | C | -0.48% | |
GWW | B | -0.47% | |
IT | B | -0.45% | |
VRSK | D | -0.45% | |
YUM | D | -0.44% | |
CMCSA | D | -0.38% | |
GRMN | D | -0.32% | |
SNA | C | -0.32% | |
LOW | B | -0.29% | |
BR | D | -0.29% | |
NTAP | D | -0.28% | |
BLK | B | -0.27% | |
PKG | B | -0.22% | |
HOLX | B | -0.22% | |
MDLZ | B | -0.21% | |
AVY | C | -0.2% | |
DLB | D | -0.19% | |
VRSN | D | -0.19% | |
MAS | B | -0.19% | |
IEX | D | -0.17% | |
FDS | C | -0.17% | |
ZBH | F | -0.17% | |
JKHY | B | -0.15% | |
FFIV | B | -0.14% | |
ORLY | C | -0.13% | |
CDW | D | -0.11% | |
ABBV | C | -0.1% | |
CW | B | -0.1% | |
AON | B | -0.1% | |
AJG | D | -0.1% | |
AXP | B | -0.09% | |
CHE | C | -0.08% | |
GGG | C | -0.08% | |
DCI | C | -0.08% | |
LSTR | D | -0.08% | |
ITT | B | -0.08% | |
AVB | B | -0.06% | |
VLTO | C | -0.04% |
PLDR: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Software - Application
Diagnostics & Research
Semiconductors
Asset Management
Banks - Global
Capital Markets
Credit Services
Diversified Industrials
Semiconductor Equipment & Materials
Specialty Chemicals
Telecom Services
Apparel Retail
Biotechnology
Chemicals
Consumer Electronics
Data Storage
Discount Stores
Health Care Plans
Home Improvement Stores
LVOL: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Information Technology Services
Medical Devices
Drug Manufacturers - Major
Software - Application
Capital Markets
Credit Services
Household & Personal Products
Insurance Brokers
Internet Content & Information
Software - Infrastructure
Specialty Chemicals
Asset Management
Beverages - Soft Drinks
Communication Equipment
Discount Stores
Electronic Components
Home Improvement Stores
Industrial Distribution