NBSM vs. PFUT ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to Putnam Sustainable Future ETF (PFUT)
NBSM
Neuberger Berman Small-Mid Cap ETF
NBSM Description
NBSM focuses on capital growth primarily through investments in small- and mid-cap firms. The fund seeks out undervalued companies with strong market positions and financial health, mainly in domestic markets with a minor proportion in foreign securities. Utilizing a bottom-up analysis, the fund manager identifies organizations they believe are valued below their intrinsic worth. Key considerations include historical returns, market niche, barriers to entry, and self-financing capabilities, emphasizing companies with established business operations over speculative growth prospects. NBSM aims to capitalize on market inefficiencies and manage risks through diversification and fundamental analysis. Furthermore, the manager also takes into account ESG factors into their decision making whenever applicable, aiming for a more comprehensive evaluation of potential investments. The fund may sell a security if it underperforms, reaches a set price or when better investment opportunities arise.
Grade (RS Rating)
Last Trade
$27.75
Average Daily Volume
11,547
46
PFUT
Putnam Sustainable Future ETF
PFUT 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 whose products and services provide solutions that directly contribute to sustainable social, environmental and economic development (Impact Companies). Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that meet Putnam Management?s sustainability criteria. In applying these criteria, Putnam Management will assign each company a proprietary environmental, social and/or corporate governance (ESG) rating ranging from 1 to 4.Grade (RS Rating)
Last Trade
$26.45
Average Daily Volume
23,002
78
Performance
| Period | NBSM | PFUT |
|---|---|---|
| 30 Days | 5.91% | 5.25% |
| 60 Days | 5.08% | 5.80% |
| 90 Days | 6.00% | 7.43% |
| 12 Months | 33.33% |
NBSM Overweight 42 Positions Relative to PFUT
| Symbol | Grade | Weight | |
|---|---|---|---|
| EXP | A | 3.88% | |
| KEX | C | 3.67% | |
| WSO | A | 3.19% | |
| ITT | A | 3.11% | |
| VMI | B | 3.11% | |
| RYAN | B | 3.08% | |
| ATR | B | 2.93% | |
| RBC | A | 2.92% | |
| TYL | B | 2.72% | |
| CNX | A | 2.68% | |
| TTEK | F | 2.46% | |
| CHE | D | 2.41% | |
| RLI | B | 2.33% | |
| CBU | B | 2.21% | |
| MKSI | C | 2.17% | |
| TTC | D | 2.12% | |
| CR | A | 2.09% | |
| GGG | B | 2.04% | |
| LFUS | F | 1.99% | |
| LECO | B | 1.99% | |
| TXRH | C | 1.94% | |
| ENTG | D | 1.88% | |
| CFR | B | 1.86% | |
| TECH | D | 1.81% | |
| NXST | C | 1.77% | |
| LSCC | D | 1.77% | |
| POWI | D | 1.59% | |
| TDW | F | 1.59% | |
| PB | A | 1.59% | |
| TSCO | D | 1.59% | |
| BSY | D | 1.54% | |
| SPSC | C | 1.51% | |
| CHD | B | 1.51% | |
| LNT | A | 1.49% | |
| ROL | B | 1.46% | |
| SSD | D | 1.37% | |
| MANH | D | 1.16% | |
| IBP | D | 1.15% | |
| BFAM | D | 1.14% | |
| FND | C | 1.09% | |
| AWI | A | 1.04% | |
| CVLT | B | 0.51% |
NBSM Underweight 74 Positions Relative to PFUT
| Symbol | Grade | Weight | |
|---|---|---|---|
| ROP | B | -2.09% | |
| TMO | F | -2.06% | |
| VRT | B | -2.05% | |
| ISRG | A | -2.01% | |
| DHR | F | -1.99% | |
| SFM | A | -1.94% | |
| IT | C | -1.87% | |
| FSS | B | -1.85% | |
| MSCI | C | -1.83% | |
| DDOG | A | -1.78% | |
| NEE | D | -1.77% | |
| CEG | D | -1.77% | |
| HASI | D | -1.72% | |
| XYL | D | -1.71% | |
| MA | C | -1.69% | |
| PWR | A | -1.68% | |
| CWST | A | -1.62% | |
| PINS | D | -1.52% | |
| NOW | A | -1.51% | |
| REGN | F | -1.48% | |
| RMD | C | -1.45% | |
| TPG | A | -1.4% | |
| MTN | C | -1.38% | |
| CDNS | B | -1.38% | |
| AMAT | F | -1.38% | |
| COF | B | -1.35% | |
| ADBE | C | -1.32% | |
| STX | D | -1.3% | |
| EXAS | D | -1.29% | |
| HUBS | A | -1.28% | |
| GPK | C | -1.28% | |
| RRX | B | -1.27% | |
| WY | D | -1.26% | |
| CPB | D | -1.25% | |
| ZBRA | B | -1.23% | |
| IDXX | F | -1.22% | |
| DAR | C | -1.22% | |
| FWRG | C | -1.21% | |
| CTAS | B | -1.2% | |
| ZTS | D | -1.19% | |
| ASML | F | -1.17% | |
| CMG | B | -1.15% | |
| ADI | D | -1.15% | |
| HQY | B | -1.11% | |
| PEN | B | -1.1% | |
| ONON | A | -1.08% | |
| MTD | D | -1.07% | |
| LULU | C | -1.04% | |
| LEVI | F | -1.04% | |
| TRMB | B | -1.04% | |
| VRSK | A | -1.03% | |
| VERX | B | -1.03% | |
| ALTR | B | -0.99% | |
| SUM | B | -0.98% | |
| UBER | D | -0.96% | |
| SNPS | B | -0.94% | |
| COIN | C | -0.93% | |
| FSLR | F | -0.87% | |
| VRRM | D | -0.78% | |
| ECL | D | -0.77% | |
| ESTC | C | -0.75% | |
| KKR | A | -0.64% | |
| BMRN | D | -0.64% | |
| URI | B | -0.62% | |
| ARGX | A | -0.6% | |
| GEV | B | -0.56% | |
| PL | A | -0.54% | |
| ASND | D | -0.52% | |
| SGBX | F | -0.49% | |
| AZN | D | -0.49% | |
| DXCM | D | -0.46% | |
| TWST | D | -0.43% | |
| RCKT | F | -0.29% | |
| CMPS | F | -0.25% |
NBSM: Top Represented Industries & Keywords
PFUT: Top Represented Industries & Keywords
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