PFUT vs. CHGX ETF Comparison
Comparison of Putnam Sustainable Future ETF (PFUT) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
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
$25.06
Average Daily Volume
23,781
Number of Holdings
*
75
* may have additional holdings in another (foreign) market
CHGX
Change Finance U.S. Large Cap Fossil Fuel Free ETF
CHGX Description
The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.Grade (RS Rating)
Last Trade
$38.36
Average Daily Volume
6,331
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | PFUT | CHGX |
|---|---|---|
| 30 Days | 5.15% | 3.12% |
| 60 Days | 10.54% | 10.93% |
| 90 Days | 2.50% | 5.33% |
| 12 Months | 37.81% | 31.89% |
12 Overlapping Holdings
| Symbol | Grade | Weight in PFUT | Weight in CHGX | Overlap | |
|---|---|---|---|---|---|
| ADBE | F | 1.5% | 0.88% | 0.88% | |
| ADI | B | 1.2% | 0.97% | 0.97% | |
| CDNS | D | 1.39% | 1.0% | 1.0% | |
| ECL | C | 0.78% | 0.99% | 0.78% | |
| FICO | C | 1.61% | 1.09% | 1.09% | |
| IT | A | 2.06% | 1.03% | 1.03% | |
| MA | A | 1.67% | 1.0% | 1.0% | |
| MSCI | B | 1.87% | 0.96% | 0.96% | |
| NOW | B | 1.48% | 1.02% | 1.02% | |
| ROP | D | 2.11% | 0.98% | 0.98% | |
| SNPS | F | 0.97% | 0.98% | 0.97% | |
| TMO | D | 2.08% | 0.99% | 0.99% |
PFUT Overweight 63 Positions Relative to CHGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| ISRG | C | 2.05% | |
| DHR | D | 1.97% | |
| REGN | D | 1.93% | |
| FSS | D | 1.91% | |
| SFM | A | 1.86% | |
| DDOG | B | 1.83% | |
| CWST | D | 1.78% | |
| XYL | C | 1.78% | |
| ICLR | F | 1.75% | |
| VRT | B | 1.74% | |
| NEE | C | 1.72% | |
| HASI | B | 1.65% | |
| EXAS | C | 1.63% | |
| CEG | A | 1.61% | |
| PWR | A | 1.57% | |
| PINS | D | 1.53% | |
| RMD | C | 1.47% | |
| MTN | D | 1.46% | |
| LULU | D | 1.41% | |
| DAR | F | 1.37% | |
| AMAT | C | 1.37% | |
| COF | A | 1.34% | |
| GPK | D | 1.33% | |
| RRX | B | 1.31% | |
| ASML | F | 1.3% | |
| CPB | D | 1.27% | |
| HUBS | D | 1.23% | |
| TPG | A | 1.22% | |
| STX | C | 1.21% | |
| CTAS | C | 1.2% | |
| IDXX | D | 1.17% | |
| WY | C | 1.16% | |
| PEN | D | 1.14% | |
| ZTS | C | 1.14% | |
| CMG | C | 1.14% | |
| HQY | B | 1.1% | |
| VERX | B | 1.06% | |
| MTD | C | 1.05% | |
| ONON | A | 1.03% | |
| SUM | F | 1.03% | |
| CNM | F | 1.01% | |
| TRMB | B | 0.97% | |
| COIN | F | 0.97% | |
| UBER | C | 0.95% | |
| ALTR | B | 0.95% | |
| HAE | F | 0.94% | |
| LEVI | C | 0.93% | |
| ZBRA | B | 0.92% | |
| BMRN | F | 0.85% | |
| FWRG | F | 0.83% | |
| FSLR | C | 0.8% | |
| VRRM | D | 0.79% | |
| URI | C | 0.78% | |
| ESTC | F | 0.76% | |
| DXCM | F | 0.74% | |
| PL | D | 0.65% | |
| KKR | A | 0.61% | |
| ARGX | C | 0.58% | |
| ASND | C | 0.49% | |
| GEV | A | 0.45% | |
| TWST | D | 0.42% | |
| RCKT | F | 0.31% | |
| CMPS | F | 0.3% |
PFUT Underweight 87 Positions Relative to CHGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | A | -1.17% | |
| MU | D | -1.12% | |
| AMD | C | -1.11% | |
| IBM | A | -1.09% | |
| PYPL | A | -1.09% | |
| ANET | A | -1.08% | |
| AVGO | B | -1.08% | |
| CARR | A | -1.08% | |
| CAT | A | -1.08% | |
| INTC | D | -1.07% | |
| CRM | B | -1.07% | |
| NKE | D | -1.06% | |
| PHM | C | -1.05% | |
| DE | C | -1.05% | |
| DIS | D | -1.04% | |
| ADSK | B | -1.04% | |
| GWW | B | -1.04% | |
| CSCO | A | -1.03% | |
| STLD | C | -1.03% | |
| BK | A | -1.03% | |
| ORA | C | -1.02% | |
| CMCSA | B | -1.02% | |
| AXP | A | -1.02% | |
| NVDA | B | -1.02% | |
| AMP | A | -1.02% | |
| ACN | B | -1.02% | |
| GIS | C | -1.01% | |
| ORLY | A | -1.01% | |
| A | B | -1.01% | |
| STT | A | -1.0% | |
| CME | A | -1.0% | |
| NFLX | A | -1.0% | |
| ROST | D | -1.0% | |
| CRWD | D | -1.0% | |
| HPQ | B | -1.0% | |
| HCA | C | -1.0% | |
| SYK | C | -0.99% | |
| AZO | D | -0.99% | |
| LEN | C | -0.99% | |
| FIS | A | -0.99% | |
| FTNT | A | -0.99% | |
| NDAQ | C | -0.99% | |
| SQ | D | -0.99% | |
| TJX | D | -0.99% | |
| MDT | C | -0.99% | |
| CHD | D | -0.99% | |
| AON | A | -0.99% | |
| MPWR | B | -0.99% | |
| INTU | F | -0.99% | |
| GOOG | B | -0.98% | |
| CTSH | B | -0.98% | |
| AAPL | C | -0.98% | |
| SPG | A | -0.98% | |
| ADP | A | -0.98% | |
| ABT | C | -0.98% | |
| GOOGL | B | -0.98% | |
| SPGI | C | -0.98% | |
| PFE | D | -0.98% | |
| SYY | D | -0.98% | |
| AWK | D | -0.98% | |
| PGR | B | -0.98% | |
| SCHW | D | -0.97% | |
| KLAC | B | -0.97% | |
| V | B | -0.97% | |
| DECK | B | -0.97% | |
| MMC | D | -0.97% | |
| CPRT | B | -0.97% | |
| QCOM | D | -0.97% | |
| VRSK | D | -0.96% | |
| MCO | D | -0.96% | |
| JNJ | D | -0.96% | |
| TXN | C | -0.96% | |
| MCHP | F | -0.96% | |
| ABBV | C | -0.96% | |
| ICE | A | -0.96% | |
| PLD | D | -0.96% | |
| MRVL | C | -0.95% | |
| MRK | F | -0.94% | |
| AMGN | D | -0.94% | |
| ON | F | -0.93% | |
| EA | D | -0.93% | |
| EFX | D | -0.93% | |
| LLY | D | -0.93% | |
| WDAY | D | -0.92% | |
| PANW | B | -0.92% | |
| IQV | F | -0.92% | |
| MCK | F | -0.84% |
PFUT: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Biotechnology
Diversified Industrials
Medical Instruments & Supplies
Asset Management
Credit Services
Restaurants
Semiconductor Equipment & Materials
Software - Infrastructure
Utilities - Renewable
Waste Management
Aerospace & Defense
Apparel Manufacturing
Apparel Retail
Apparel Stores
Building Materials
Business Services
Capital Markets
Conglomerates
CHGX: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Drug Manufacturers - Major
Business Services
Capital Markets
Credit Services
Information Technology Services
Asset Management
Diagnostics & Research
Financial Data & Stock Exchanges
Medical Devices
Software - Infrastructure
Apparel Stores
Computer Systems
Farm & Construction Equipment
Footwear & Accessories
Insurance Brokers
Internet Content & Information
Media - Diversified
Residential Construction
Keywords:
S&P 500
Nasdaq 100
Computing
Dow Jones Component
Integrated Circuits
Work From Home
IBD 50
Insurance
Mobile Devices
Semiconductor
Cloud Computing
Electronics
Smartphones
Telecommunications
Ethernet
Operating System
Payment Systems
Pharmaceutical Products
Risk Management
Electronic Engineering
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