PLDR vs. ESGA ETF Comparison

Comparison of Putnam Sustainable Leaders ETF (PLDR) to American Century Sustainable Equity ETF (ESGA)

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

ESGA

American Century Sustainable Equity ETF

ESGA Description

The investment seeks long-term capital growth. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock's value and growth potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable equity securities. The fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) or the Bloomberg Industry Classification Standard (BICS) for the tobacco industry.

Grade (RS Rating)

Last Trade

$71.87

Average Daily Volume

19,070

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	PLDR	ESGA
30 Days	1.98%	2.15%
60 Days	2.45%	2.90%
90 Days	4.24%	3.81%
12 Months	33.89%	26.79%

26 Overlapping Holdings

Symbol	Grade	Weight in PLDR	Weight in ESGA	Overlap
AAPL	C	8.35%	7.02%	7.02%
ADBE	C	1.41%	0.24%	0.24%
ADI	D	1.05%	1.01%	1.01%
AMAT	F	1.07%	0.81%	0.81%
AMD	F	1.64%	1.28%	1.28%
AMZN	C	4.55%	3.32%	3.32%
ASML	F	0.93%	0.55%	0.55%
BAC	A	1.51%	0.9%	0.9%
BALL	D	1.24%	0.5%	0.5%
CDNS	B	0.98%	0.81%	0.81%
CMG	B	1.33%	0.41%	0.41%
CRM	B	1.21%	0.49%	0.49%
DHR	F	1.32%	1.26%	1.26%
DIS	B	1.08%	0.36%	0.36%
ECL	D	0.65%	0.7%	0.65%
HD	A	1.82%	1.66%	1.66%
ISRG	A	1.63%	0.67%	0.67%
JPM	A	1.7%	1.6%	1.6%
LIN	D	2.0%	1.1%	1.1%
LLY	F	2.05%	1.21%	1.21%
MSFT	F	7.89%	7.98%	7.89%
NEE	D	1.49%	1.74%	1.49%
NVDA	C	5.48%	6.6%	5.48%
PLD	D	1.45%	1.43%	1.43%
TMO	F	1.57%	0.86%	0.86%
V	A	2.45%	1.49%	1.49%

PLDR Overweight 28 Positions Relative to ESGA

Symbol	Grade	Weight
WMT	A	2.65%
BSX	B	2.08%
ROP	B	1.74%
HLT	A	1.74%
FTV	C	1.7%
UL	D	1.51%
CEG	D	1.46%
OTIS	C	1.44%
REGN	F	1.34%
SCHW	B	1.27%
TPG	A	1.25%
IR	B	1.25%
EMN	D	1.23%
COF	B	1.23%
AMT	D	1.21%
MSCI	C	1.12%
STX	D	1.1%
GSK	F	1.1%
MTD	D	1.06%
TMUS	B	1.03%
SBUX	A	0.94%
KKR	A	0.91%
CPB	D	0.88%
SNY	F	0.85%
SNPS	B	0.85%
AZN	D	0.48%
ONON	A	0.39%
WCN	A	0.3%

PLDR Underweight 72 Positions Relative to ESGA

Symbol	Grade	Weight
GOOGL	C	-3.94%
META	D	-2.5%
UNH	C	-1.97%
ABBV	D	-1.29%
MS	A	-1.26%
SPGI	C	-1.16%
PEP	F	-1.12%
AVGO	D	-1.08%
COP	C	-1.08%
JCI	C	-1.04%
EOG	A	-1.01%
TJX	A	-1.01%
A	D	-0.97%
TSLA	B	-0.96%
ETN	A	-0.94%
VZ	C	-0.93%
SLB	C	-0.93%
CI	F	-0.89%
ZTS	D	-0.86%
MA	C	-0.84%
UNP	C	-0.83%
RF	A	-0.83%
PG	A	-0.83%
MRK	F	-0.82%
COST	B	-0.8%
IBM	C	-0.8%
CMI	A	-0.8%
TGT	F	-0.8%
SYY	B	-0.79%
BLK	C	-0.78%
ACN	C	-0.77%
PH	A	-0.76%
PGR	A	-0.75%
MSI	B	-0.74%
MDLZ	F	-0.73%
EQIX	A	-0.71%
AXP	A	-0.68%
HON	B	-0.66%
AMP	A	-0.62%
MMC	B	-0.61%
UBER	D	-0.6%
XYL	D	-0.59%
TSCO	D	-0.59%
MET	A	-0.54%
WDAY	B	-0.54%
CDW	F	-0.54%
PRU	A	-0.48%
ICE	C	-0.47%
UPS	C	-0.46%
NVO	D	-0.46%
CSCO	B	-0.45%
APTV	D	-0.45%
AMGN	D	-0.44%
LKQ	D	-0.42%
DE	A	-0.42%
VRTX	F	-0.4%
FDX	B	-0.39%
LMT	D	-0.37%
CRWD	B	-0.34%
URI	B	-0.31%
SQ	A	-0.3%
KMX	B	-0.29%
IDXX	F	-0.29%
CL	D	-0.29%
DECK	A	-0.29%
NOW	A	-0.29%
YETI	C	-0.27%
DXCM	D	-0.23%
BMY	B	-0.22%
ABNB	C	-0.18%
DT	C	-0.15%
SAIA	B	-0.15%