IYH vs. PLDR ETF Comparison

Comparison of iShares U.S. Healthcare ETF (IYH) to Putnam Sustainable Leaders ETF (PLDR)

IYH

iShares U.S. Healthcare ETF

IYH Description

The investment seeks to track the investment results of an index composed of U.S. equities in the healthcare sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Health Care Index (the "underlying index"), which measures the performance of the healthcare sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$60.74

Average Daily Volume

251,855

Number of Holdings ^*

106

* 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 ^*

* may have additional holdings in another (foreign) market

Performance

Period	IYH	PLDR
30 Days	-4.41%	1.98%
60 Days	-6.93%	2.45%
90 Days	-7.22%	4.24%
12 Months	12.67%	33.89%

6 Overlapping Holdings

Symbol	Grade	Weight in IYH	Weight in PLDR	Overlap
BSX	B	2.37%	2.08%	2.08%
DHR	F	2.76%	1.32%	1.32%
ISRG	A	3.46%	1.63%	1.63%
LLY	F	11.08%	2.05%	2.05%
REGN	F	1.47%	1.34%	1.34%
TMO	F	3.63%	1.57%	1.57%

IYH Overweight 100 Positions Relative to PLDR

Symbol	Grade	Weight
UNH	C	10.1%
JNJ	D	6.89%
ABBV	D	5.42%
MRK	F	4.53%
ABT	B	3.72%
AMGN	D	2.82%
SYK	C	2.62%
PFE	D	2.61%
VRTX	F	2.23%
BMY	B	2.11%
MDT	D	2.08%
GILD	C	2.05%
ELV	F	1.73%
CI	F	1.66%
ZTS	D	1.49%
BDX	F	1.21%
HCA	F	1.2%
EW	C	0.75%
GEHC	F	0.69%
A	D	0.69%
IDXX	F	0.64%
IQV	D	0.64%
RMD	C	0.63%
HUM	C	0.62%
VEEV	C	0.58%
CNC	D	0.56%
DXCM	D	0.56%
ALNY	D	0.55%
CAH	B	0.54%
ZBH	C	0.43%
BIIB	F	0.43%
WST	C	0.42%
ILMN	D	0.4%
STE	F	0.4%
WAT	B	0.39%
LH	C	0.37%
COO	D	0.36%
PODD	C	0.34%
DGX	A	0.33%
HOLX	D	0.33%
MOH	F	0.32%
NTRA	B	0.31%
ALGN	D	0.31%
BAX	D	0.3%
UTHR	C	0.29%
VTRS	A	0.28%
THC	D	0.27%
AVTR	F	0.26%
RVTY	F	0.25%
UHS	D	0.22%
NBIX	C	0.22%
MRNA	F	0.22%
BMRN	D	0.22%
INCY	C	0.22%
CTLT	B	0.2%
RPRX	D	0.19%
TECH	D	0.19%
SRPT	D	0.18%
CRL	C	0.18%
EHC	B	0.18%
EXEL	B	0.18%
EXAS	D	0.17%
TFX	F	0.17%
GMED	A	0.17%
SOLV	C	0.17%
ITCI	C	0.16%
PEN	B	0.16%
HSIC	B	0.16%
MEDP	D	0.15%
DVA	B	0.15%
CHE	D	0.15%
JAZZ	B	0.14%
ELAN	D	0.13%
MASI	A	0.13%
RGEN	D	0.13%
DOCS	C	0.11%
BIO	D	0.11%
VKTX	F	0.1%
IONS	F	0.1%
BRKR	D	0.1%
ROIV	C	0.09%
INSP	D	0.09%
NVST	B	0.07%
PRGO	B	0.07%
XRAY	F	0.07%
OGN	D	0.07%
RARE	D	0.07%
ACHC	F	0.06%
ENOV	C	0.05%
APLS	D	0.05%
AMED	F	0.05%
QDEL	F	0.04%
SHC	F	0.04%
AZTA	D	0.04%
RCM	F	0.04%
PINC	B	0.04%
TXG	F	0.03%
FTRE	D	0.03%
CERT	F	0.02%
GRAL	C	0.01%

IYH Underweight 48 Positions Relative to PLDR

Symbol	Grade	Weight
AAPL	C	-8.35%
MSFT	F	-7.89%
NVDA	C	-5.48%
AMZN	C	-4.55%
WMT	A	-2.65%
V	A	-2.45%
LIN	D	-2.0%
HD	A	-1.82%
ROP	B	-1.74%
HLT	A	-1.74%
JPM	A	-1.7%
FTV	C	-1.7%
AMD	F	-1.64%
BAC	A	-1.51%
UL	D	-1.51%
NEE	D	-1.49%
CEG	D	-1.46%
PLD	D	-1.45%
OTIS	C	-1.44%
ADBE	C	-1.41%
CMG	B	-1.33%
SCHW	B	-1.27%
TPG	A	-1.25%
IR	B	-1.25%
BALL	D	-1.24%
EMN	D	-1.23%
COF	B	-1.23%
CRM	B	-1.21%
AMT	D	-1.21%
MSCI	C	-1.12%
STX	D	-1.1%
GSK	F	-1.1%
DIS	B	-1.08%
AMAT	F	-1.07%
MTD	D	-1.06%
ADI	D	-1.05%
TMUS	B	-1.03%
CDNS	B	-0.98%
SBUX	A	-0.94%
ASML	F	-0.93%
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%