FLBR vs. SUPP ETF Comparison

Comparison of Franklin FTSE Brazil ETF (FLBR) to Engine No. 1 Transform Supply Chain ETF (SUPP)

FLBR

Franklin FTSE Brazil ETF

FLBR Description

The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the FTSE Brazil RIC Capped Index (the FTSE Brazil Capped Index). Under normal market conditions, the fund invests at least 80% of its assets in the component securities of the FTSE Brazil Capped Index and in depositary receipts representing such securities. The FTSE Brazil Capped Index is based on the FTSE Brazil Index and is designed to measure the performance of Brazilian large- and mid-capitalization stocks. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$16.50

Average Daily Volume

37,457

Number of Holdings ^*

7

* may have additional holdings in another (foreign) market

SUPP

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

$66.62

Average Daily Volume

983

Number of Holdings ^*

17

* may have additional holdings in another (foreign) market

Performance

Period	FLBR	SUPP
30 Days	-2.77%	-0.91%
60 Days	-6.04%	2.27%
90 Days	-7.35%	3.58%
12 Months	-11.62%	29.65%

0 Overlapping Holdings

	Symbol	Grade	Weight in FLBR	Weight in SUPP	Overlap

FLBR Overweight 7 Positions Relative to SUPP

	Symbol	Grade	Weight
	VALE	F	10.51%
	ABEV	F	2.63%
	ERJ	B	1.95%
	ASAI	F	1.91%
	GGB	C	1.24%
	BRFS	D	0.77%
	CSAN	F	0.64%

FLBR Underweight 17 Positions Relative to SUPP

	Symbol	Grade	Weight
	WCN	A	-9.25%
	WSC	F	-7.52%
	MLM	B	-6.91%
	TSM	C	-6.71%
	TDG	D	-6.36%
	NVDA	A	-6.33%
	ETN	B	-5.67%
	VMC	B	-5.45%
	PTC	B	-5.27%
	TT	A	-5.17%
	WM	B	-3.96%
	MU	D	-3.16%
	WMS	F	-2.82%
	CSX	C	-2.54%
	SAIA	C	-1.37%
	LRCX	F	-1.27%
	URI	B	-1.04%

FLBR: Top Represented Industries & Keywords

Industries: Aerospace & Defense Beverages - Brewers Grocery Stores Industrial Metals & Minerals Oil & Gas Refining & Marketing Packaged Foods Steel

Keywords: Aerospace Material Alcohol Alloys Aluminum Products Anheuser Busch Animal Feed Aviation Services Base Metal Beef Beer Bottled Water Brewing Building Materials Cargo Transportation Service Cargo Transportation Services Cheese Cobalt Coil Steel Cola Customer Support Services

SUPP: Top Represented Industries & Keywords

Industries: Building Materials Rental & Leasing Services Semiconductors Specialty Industrial Machinery Waste Management Aerospace & Defense Railroads Rubber & Plastics Semiconductor Equipment & Materials Semiconductor Memory Software - Application Trucking

Keywords: S&P 500 Nasdaq 100 Gravel Plastic Semiconductor Devices Building Materials CMOS Chemical Product Collection Services Computing Construction Consumer Devices Consumer Electronics Crushed Stone Dielectric Disposal Services Electricity Freight Transport IBD 50 Image Sensor