PLDR vs. HUSV ETF Comparison

Comparison of Putnam Sustainable Leaders ETF (PLDR) to First Trust Horizon Managed Volatility Domestic ETF (HUSV)

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

HUSV

First Trust Horizon Managed Volatility Domestic ETF

HUSV Description

The First Trust Horizon Managed Volatility Domestic ETF is an actively managed exchange-traded fund. The Fund's investment objective is to provide capital appreciation. Under normal market conditions, the Fund will seek to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in common stocks of domestic companies listed and traded on U.S. national securities exchanges that Horizon Investments, LLC believes exhibit low future expected volatility.

Grade (RS Rating)

Last Trade

$39.34

Average Daily Volume

4,973

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	PLDR	HUSV
30 Days	1.98%	1.70%
60 Days	2.45%	3.21%
90 Days	4.24%	4.88%
12 Months	33.89%	21.41%

9 Overlapping Holdings

Symbol	Grade	Weight in PLDR	Weight in HUSV	Overlap
BSX	B	2.08%	0.8%	0.8%
ECL	D	0.65%	0.61%	0.61%
HD	A	1.82%	0.38%	0.38%
HLT	A	1.74%	0.66%	0.66%
LIN	D	2.0%	2.02%	2.0%
MSFT	F	7.89%	2.08%	2.08%
ROP	B	1.74%	2.22%	1.74%
TMUS	B	1.03%	1.5%	1.03%
V	A	2.45%	1.3%	1.3%

PLDR Overweight 45 Positions Relative to HUSV

Symbol	Grade	Weight
AAPL	C	8.35%
NVDA	C	5.48%
AMZN	C	4.55%
WMT	A	2.65%
LLY	F	2.05%
JPM	A	1.7%
FTV	C	1.7%
AMD	F	1.64%
ISRG	A	1.63%
TMO	F	1.57%
BAC	A	1.51%
UL	D	1.51%
NEE	D	1.49%
CEG	D	1.46%
PLD	D	1.45%
OTIS	C	1.44%
ADBE	C	1.41%
REGN	F	1.34%
CMG	B	1.33%
DHR	F	1.32%
SCHW	B	1.27%
TPG	A	1.25%
IR	B	1.25%
BALL	D	1.24%
EMN	D	1.23%
COF	B	1.23%
CRM	B	1.21%
AMT	D	1.21%
MSCI	C	1.12%
STX	D	1.1%
GSK	F	1.1%
DIS	B	1.08%
AMAT	F	1.07%
MTD	D	1.06%
ADI	D	1.05%
CDNS	B	0.98%
SBUX	A	0.94%
ASML	F	0.93%
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 65 Positions Relative to HUSV

Symbol	Grade	Weight
BRK.A	B	-2.53%
RSG	A	-2.48%
MSI	B	-2.45%
PTC	A	-2.41%
MMC	B	-2.33%
KO	D	-2.22%
CSCO	B	-2.22%
CL	D	-2.17%
CTSH	B	-2.07%
VRSN	F	-1.9%
LMT	D	-1.87%
ITW	B	-1.85%
L	A	-1.83%
PG	A	-1.81%
TDY	B	-1.81%
FE	C	-1.79%
ATO	A	-1.79%
ICE	C	-1.76%
IBM	C	-1.67%
KMI	A	-1.54%
NI	A	-1.5%
PM	B	-1.43%
PPL	B	-1.43%
KDP	D	-1.37%
JNJ	D	-1.37%
MCD	D	-1.36%
EVRG	A	-1.36%
FI	A	-1.36%
HON	B	-1.34%
MA	C	-1.33%
ADP	B	-1.33%
DUK	C	-1.29%
PEP	F	-1.24%
YUM	B	-1.21%
CME	A	-1.2%
MO	A	-1.2%
CMS	C	-1.14%
CTAS	B	-1.12%
COR	B	-1.1%
AVY	D	-1.09%
TJX	A	-1.05%
WTW	B	-1.02%
WMB	A	-1.01%
EA	A	-1.0%
GD	F	-0.95%
SPGI	C	-0.92%
RTX	C	-0.91%
ABT	B	-0.89%
WM	A	-0.86%
ED	D	-0.86%
OKE	A	-0.86%
ORLY	B	-0.83%
EQR	B	-0.83%
AVB	B	-0.81%
UNP	C	-0.78%
HOLX	D	-0.77%
WELL	A	-0.73%
NOC	D	-0.71%
BDX	F	-0.66%
MDT	D	-0.65%
O	D	-0.63%
SYK	C	-0.61%
LYB	F	-0.51%
AZO	C	-0.5%
ABBV	D	-0.48%