PLDR vs. CGCV ETF Comparison

Comparison of Putnam Sustainable Leaders ETF (PLDR) to Capital Group Conservative Equity ETF (CGCV)

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

$34.40

Average Daily Volume

52,215

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CGCV

Capital Group Conservative Equity ETF

CGCV Description

The fund seeks to invest primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable. Under normal market conditions, the fund will invest at least 80% of its net assets in common stocks and other equity-type securities. The fund invests primarily in the United States and Canada. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$27.58

Average Daily Volume

63,909

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	PLDR	CGCV
30 Days	-0.05%	0.04%
60 Days	1.99%	1.48%
90 Days	3.68%	3.42%
12 Months	33.17%

15 Overlapping Holdings

Symbol	Grade	Weight in PLDR	Weight in CGCV	Overlap
AAPL	C	8.35%	4.21%	4.21%
ADI	D	1.05%	0.59%	0.59%
AZN	F	0.48%	0.83%	0.48%
CEG	C	1.46%	1.29%	1.29%
COF	C	1.23%	0.79%	0.79%
CRM	B	1.21%	0.65%	0.65%
DHR	F	1.32%	0.41%	0.41%
HD	B	1.82%	1.84%	1.82%
JPM	A	1.7%	2.39%	1.7%
LIN	C	2.0%	1.81%	1.81%
LLY	F	2.05%	1.07%	1.07%
MSFT	D	7.89%	5.78%	5.78%
SBUX	A	0.94%	0.6%	0.6%
TMO	F	1.57%	0.48%	0.48%
V	A	2.45%	0.96%	0.96%

PLDR Overweight 39 Positions Relative to CGCV

Symbol	Grade	Weight
NVDA	B	5.48%
AMZN	C	4.55%
WMT	A	2.65%
BSX	A	2.08%
ROP	B	1.74%
HLT	A	1.74%
FTV	C	1.7%
AMD	F	1.64%
ISRG	A	1.63%
BAC	A	1.51%
UL	D	1.51%
NEE	C	1.49%
PLD	F	1.45%
OTIS	C	1.44%
ADBE	C	1.41%
REGN	F	1.34%
CMG	B	1.33%
SCHW	B	1.27%
TPG	A	1.25%
IR	B	1.25%
BALL	F	1.24%
EMN	C	1.23%
AMT	C	1.21%
MSCI	C	1.12%
STX	C	1.1%
GSK	F	1.1%
DIS	B	1.08%
AMAT	F	1.07%
MTD	F	1.06%
TMUS	B	1.03%
CDNS	B	0.98%
ASML	F	0.93%
KKR	A	0.91%
CPB	D	0.88%
SNY	F	0.85%
SNPS	B	0.85%
ECL	D	0.65%
ONON	A	0.39%
WCN	A	0.3%

PLDR Underweight 74 Positions Relative to CGCV

Symbol	Grade	Weight
ABBV	F	-3.99%
RTX	D	-3.75%
GE	D	-2.69%
UNH	B	-2.5%
AVGO	D	-1.98%
UNP	C	-1.84%
META	D	-1.8%
ACN	B	-1.8%
ABT	B	-1.79%
XOM	B	-1.7%
TXN	C	-1.58%
GILD	C	-1.42%
FIS	C	-1.31%
MDLZ	F	-1.29%
SRE	A	-1.25%
CARR	C	-1.23%
PM	B	-1.22%
DTE	C	-1.2%
PNC	B	-1.19%
MMC	B	-1.05%
CB	C	-1.0%
MS	A	-0.99%
PAYX	B	-0.98%
STZ	D	-0.98%
SPGI	C	-0.91%
TFC	A	-0.89%
WFC	A	-0.88%
GIS	D	-0.87%
WELL	A	-0.85%
AMGN	F	-0.83%
COP	C	-0.83%
IP	A	-0.82%
TSM	B	-0.74%
HON	C	-0.74%
MDT	D	-0.74%
ADP	A	-0.71%
ORCL	A	-0.66%
HSY	F	-0.66%
CNP	A	-0.65%
SO	C	-0.64%
MCD	D	-0.64%
BMY	B	-0.62%
CMCSA	B	-0.62%
BTI	B	-0.61%
NOC	D	-0.57%
APD	A	-0.56%
BLK	B	-0.55%
GD	D	-0.54%
PEP	F	-0.53%
PGR	A	-0.53%
HAS	D	-0.52%
KLAC	F	-0.51%
FDX	B	-0.5%
PSA	C	-0.5%
PNW	A	-0.49%
EOG	A	-0.48%
DHI	F	-0.48%
MA	B	-0.48%
BX	A	-0.47%
PG	C	-0.46%
CVS	D	-0.46%
EXR	C	-0.45%
EIX	B	-0.44%
DLR	B	-0.43%
PEG	A	-0.41%
ITW	B	-0.39%
APH	A	-0.38%
GEHC	D	-0.38%
PFG	D	-0.37%
STT	B	-0.37%
EWBC	A	-0.35%
EFX	F	-0.31%
SWK	D	-0.26%
INTC	C	-0.25%