ESGY vs. PLDR ETF Comparison

Comparison of American Century Sustainable Growth ETF (ESGY) to Putnam Sustainable Leaders ETF (PLDR)
ESGY

American Century Sustainable Growth ETF

ESGY Description

The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock’s growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.15

Average Daily Volume

996

Number of Holdings *

84

* may have additional holdings in another (foreign) market
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
Performance
Period ESGY PLDR
30 Days 2.71% 1.98%
60 Days 3.88% 2.45%
90 Days 4.75% 4.24%
12 Months 30.25% 33.89%
17 Overlapping Holdings
Symbol Grade Weight in ESGY Weight in PLDR Overlap
AAPL C 12.07% 8.35% 8.35%
ADBE C 0.57% 1.41% 0.57%
ADI D 0.5% 1.05% 0.5%
AMAT F 1.14% 1.07% 1.07%
AMD F 1.49% 1.64% 1.49%
AMZN C 5.06% 4.55% 4.55%
ASML F 0.6% 0.93% 0.6%
CDNS B 0.96% 0.98% 0.96%
CMG B 0.55% 1.33% 0.55%
CRM B 0.68% 1.21% 0.68%
HD A 1.17% 1.82% 1.17%
HLT A 0.61% 1.74% 0.61%
LIN D 0.67% 2.0% 0.67%
LLY F 2.57% 2.05% 2.05%
MSFT F 13.99% 7.89% 7.89%
NVDA C 11.47% 5.48% 5.48%
V A 2.6% 2.45% 2.45%
ESGY Overweight 67 Positions Relative to PLDR
Symbol Grade Weight
GOOGL C 6.79%
META D 3.97%
TSLA B 1.87%
AVGO D 1.61%
NOW A 1.53%
MA C 1.49%
ABBV D 1.01%
NVO D 0.96%
PEP F 0.96%
TJX A 0.93%
UBER D 0.92%
TT A 0.89%
PGR A 0.76%
WDAY B 0.73%
INTU C 0.73%
IDXX F 0.71%
UNH C 0.7%
KO D 0.66%
ADP B 0.59%
NFLX A 0.58%
CI F 0.56%
VRT B 0.55%
ZTS D 0.55%
SQ B 0.55%
A D 0.53%
VRTX F 0.52%
EQIX A 0.5%
FDX B 0.5%
MSI B 0.44%
UNP C 0.44%
SPGI C 0.43%
CDW F 0.42%
DECK A 0.41%
CRWD B 0.4%
APTV D 0.39%
ANET C 0.37%
SYY B 0.36%
YETI C 0.36%
PANW C 0.35%
TSCO D 0.32%
SLB C 0.32%
ACN C 0.31%
TGT F 0.3%
DT C 0.29%
ABNB C 0.29%
KMX B 0.28%
POOL C 0.28%
EBAY D 0.28%
XYL D 0.28%
SNOW C 0.27%
DDOG A 0.25%
ETN A 0.25%
OKTA C 0.24%
WST C 0.21%
ELV F 0.2%
GWW B 0.18%
MDB C 0.16%
SAIA B 0.15%
CPRT A 0.15%
CROX D 0.14%
HUBS A 0.13%
TREX C 0.13%
BURL A 0.12%
PD C 0.11%
URI B 0.1%
LULU C 0.07%
DXCM D 0.05%
ESGY Underweight 37 Positions Relative to PLDR
Symbol Grade Weight
WMT A -2.65%
BSX B -2.08%
ROP B -1.74%
JPM A -1.7%
FTV C -1.7%
ISRG A -1.63%
TMO F -1.57%
BAC A -1.51%
UL D -1.51%
NEE D -1.49%
CEG D -1.46%
PLD D -1.45%
OTIS C -1.44%
REGN F -1.34%
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%
AMT D -1.21%
MSCI C -1.12%
STX D -1.1%
GSK F -1.1%
DIS B -1.08%
MTD D -1.06%
TMUS B -1.03%
SBUX A -0.94%
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%
Compare ETFs