CUT vs. SUPP ETF Comparison

Comparison of Invesco MSCI Global Timber ETF (CUT) to Engine No. 1 ETF Trust Engine No. 1 Transform Supply Chain ETF (SUPP)

CUT

Invesco MSCI Global Timber ETF

CUT Description

The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Beacon Global Timber Index. The fund will invest at least 90% of its total assets in common stock, American depositary receipts ("ADRs") and global depositary receipts ("GDRs") that comprise the index and depositary receipts representing common stocks included in the index (or underlying securities representing the ADRs and GDRs included in the index). It generally will invest in all of the securities comprising the index in proportion to their weightings in the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$32.90

Average Daily Volume

11,846

Number of Holdings ^*

* may have additional holdings in another (foreign) market

SUPP

Engine No. 1 ETF Trust Engine No. 1 Transform Supply Chain ETF

SUPP Description

The fund is an actively managed exchange-traded fund ("ETF") that invests in U.S.-listed equity, ADR securities, and non-U.S. developed and emerging market-listed securities, which over time may vary as market and investment opportunities change. The fund may also enter into currency-related spot transactions when it transacts in equities denominated in foreign currencies or invest in certain derivative instruments, such as currency futures or forwards that will help the adviser manage risk associated with foreign currency exposure, if any, or futures contracts. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$61.98

Average Daily Volume

1,311

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CUT	SUPP
30 Days	-4.95%	-6.46%
60 Days	1.58%	-4.41%
90 Days	5.91%	4.41%
12 Months	12.62%	27.61%

0 Overlapping Holdings

	Symbol	Grade	Weight in CUT	Weight in SUPP	Overlap

CUT Overweight 19 Positions Relative to SUPP

Symbol	Grade	Weight
WRK	A	5.35%
PKG	D	5.19%
AVY	B	4.93%
AMCR	A	4.84%
IP	C	4.72%
WY	D	4.58%
GPK	D	3.93%
SON	C	2.59%
LPX	D	2.25%
SEE	D	2.15%
WFG	D	2.07%
RYN	D	1.99%
PCH	F	1.51%
SLVM	A	1.08%
PIN	A	0.78%
CLW	A	0.33%
PTVE	A	0.31%
MERC	A	0.19%
PACK	A	0.15%

CUT Underweight 10 Positions Relative to SUPP

Symbol	Grade	Weight
MLM	C	-9.08%
WCN	C	-7.94%
WSC	F	-6.98%
WM	B	-6.87%
LRCX	D	-6.01%
TSM	C	-5.73%
NSC	D	-4.95%
TDG	A	-4.82%
FERG	C	-4.68%
VMC	C	-4.58%

CUT: Top Represented Industries & Keywords

Industries: Packaging & Containers Lumber & Wood Production Paper & Paper Products Building Materials Business Equipment Conglomerates REIT - Diversified