PBDC vs. SAEF ETF Comparison
Comparison of Putnam BDC Income ETF (PBDC) to Schwab Ariel ESG ETF (SAEF)
PBDC
Putnam BDC Income ETF
PBDC Description
Putnam BDC Income ETF is an exchange traded fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across business development companies sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. Putnam BDC Income ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$34.54
Average Daily Volume
32,935
10
SAEF
Schwab Ariel ESG ETF
SAEF Description
Schwab Ariel ESG ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund is co-managed by Ariel Investments, LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of diverse market cap companies, within the market capitalization range of the Russell 2500 Index. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It employs proprietary research to create its portfolio. Schwab Ariel ESG ETF was formed on November 16, 2021 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$24.00
Average Daily Volume
2,016
57
Performance
Period | PBDC | SAEF |
---|---|---|
30 Days | 4.41% | 2.96% |
60 Days | 7.62% | 1.07% |
90 Days | 11.42% | 4.08% |
12 Months | 35.38% | 18.28% |
0 Overlapping Holdings
Symbol | Grade | Weight in PBDC | Weight in SAEF | Overlap |
---|
PBDC Underweight 57 Positions Relative to SAEF
Symbol | Grade | Weight | |
---|---|---|---|
NCLH | F | -3.76% | |
OSW | A | -3.59% | |
LIND | F | -3.29% | |
BCO | A | -3.15% | |
KKR | B | -3.09% | |
NVT | B | -2.89% | |
REZI | C | -2.58% | |
ZBRA | B | -2.48% | |
CRL | D | -2.45% | |
NTRS | B | -2.23% | |
GS | A | -2.23% | |
PBH | D | -2.22% | |
FICO | C | -2.08% | |
GNRC | B | -2.07% | |
GNTX | D | -2.05% | |
CBRE | D | -1.87% | |
FAF | D | -1.85% | |
MAT | D | -1.85% | |
JLL | B | -1.78% | |
MTB | A | -1.7% | |
ZBH | D | -1.66% | |
LFUS | B | -1.55% | |
KEYS | D | -1.53% | |
KN | B | -1.48% | |
MSI | A | -1.46% | |
AXTA | A | -1.45% | |
KMT | B | -1.45% | |
LESL | F | -1.42% | |
SSD | D | -1.4% | |
IPG | D | -1.36% | |
MIDD | F | -1.35% | |
ST | B | -1.35% | |
SNA | D | -1.32% | |
MSGE | C | -1.32% | |
MAS | D | -1.31% | |
LH | D | -1.3% | |
PGR | A | -1.28% | |
DNB | B | -1.26% | |
ADTN | D | -1.25% | |
KMX | D | -1.2% | |
MSGS | B | -1.2% | |
AFL | A | -1.18% | |
ATGE | A | -1.14% | |
BWA | B | -1.13% | |
SRCL | D | -1.12% | |
PDCO | F | -1.1% | |
HCKT | F | -1.02% | |
BRC | B | -0.97% | |
MANU | D | -0.95% | |
MHK | C | -0.92% | |
KFY | C | -0.91% | |
REYN | A | -0.9% | |
BIO | F | -0.84% | |
NVST | F | -0.66% | |
SJM | D | -0.49% | |
PARA | C | -0.36% | |
PHIN | A | -0.25% |
PBDC: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords