PFUT vs. SURI ETF Comparison
Comparison of Putnam Sustainable Future ETF (PFUT) to Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI)
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
$26.12
Average Daily Volume
22,851
78
SURI
Simplify Exchange Traded Funds Simplify Propel Opportunities ETF
SURI Description
The fund is an actively managed exchange-traded fund. The Sub-Adviser concentrates the fund's investments (i.e., invests more than 25% of its net assets) in the securities of issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries. The Sub-Adviser employs an actively managed opportunistic multi-asset strategy that focuses on common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in the preceding security types. The fund is non-diversified.Grade (RS Rating)
Last Trade
$23.15
Average Daily Volume
5,497
15
Performance
Period | PFUT | SURI |
---|---|---|
30 Days | 3.10% | -1.79% |
60 Days | 4.34% | -1.24% |
90 Days | 6.07% | -0.03% |
12 Months | 31.64% | 41.29% |
1 Overlapping Holdings
Symbol | Grade | Weight in PFUT | Weight in SURI | Overlap | |
---|---|---|---|---|---|
CMPS | F | 0.25% | 0.56% | 0.25% |
PFUT Overweight 77 Positions Relative to SURI
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% | |
FICO | B | 1.8% | |
DDOG | A | 1.78% | |
NEE | C | 1.77% | |
CEG | C | 1.77% | |
HASI | D | 1.72% | |
XYL | D | 1.71% | |
MA | B | 1.69% | |
PWR | A | 1.68% | |
CWST | A | 1.62% | |
ICLR | D | 1.53% | |
PINS | F | 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 | C | 1.35% | |
ADBE | C | 1.32% | |
STX | C | 1.3% | |
EXAS | D | 1.29% | |
HUBS | A | 1.28% | |
GPK | C | 1.28% | |
RRX | B | 1.27% | |
WY | F | 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 | A | 1.11% | |
PEN | B | 1.1% | |
ONON | A | 1.08% | |
MTD | F | 1.07% | |
LULU | C | 1.04% | |
LEVI | F | 1.04% | |
TRMB | B | 1.04% | |
VRSK | A | 1.03% | |
VERX | A | 1.03% | |
ALTR | B | 0.99% | |
SUM | B | 0.98% | |
HAE | C | 0.98% | |
UBER | F | 0.96% | |
SNPS | B | 0.94% | |
COIN | C | 0.93% | |
CNM | D | 0.92% | |
FSLR | F | 0.87% | |
VRRM | F | 0.78% | |
ECL | D | 0.77% | |
ESTC | C | 0.75% | |
KKR | A | 0.64% | |
BMRN | F | 0.64% | |
URI | C | 0.62% | |
ARGX | B | 0.6% | |
GEV | B | 0.56% | |
PL | B | 0.54% | |
ASND | F | 0.52% | |
SGBX | F | 0.49% | |
AZN | F | 0.49% | |
DXCM | C | 0.46% | |
TWST | F | 0.43% | |
RCKT | F | 0.29% |
PFUT: Top Represented Industries & Keywords
SURI: Top Represented Industries & Keywords