PLDR vs. SPMO ETF Comparison

Comparison of Putnam Sustainable Leaders ETF (PLDR) to PowerShares S&P 500 Momentum Portfolio (SPMO)

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

SPMO

PowerShares S&P 500 Momentum Portfolio

SPMO Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$95.58

Average Daily Volume

717,934

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	PLDR	SPMO
30 Days	1.98%	2.84%
60 Days	2.45%	5.10%
90 Days	4.24%	6.74%
12 Months	33.89%	54.82%

15 Overlapping Holdings

Symbol	Grade	Weight in PLDR	Weight in SPMO	Overlap
AMZN	C	4.55%	9.74%	4.55%
BSX	B	2.08%	0.98%	0.98%
CEG	D	1.46%	0.58%	0.58%
CMG	B	1.33%	0.47%	0.47%
ECL	D	0.65%	0.33%	0.33%
HLT	A	1.74%	0.43%	0.43%
IR	B	1.25%	0.34%	0.34%
JPM	A	1.7%	5.38%	1.7%
KKR	A	0.91%	1.23%	0.91%
LLY	F	2.05%	5.19%	2.05%
NVDA	C	5.48%	10.2%	5.48%
REGN	F	1.34%	0.72%	0.72%
STX	D	1.1%	0.15%	0.15%
TMUS	B	1.03%	0.99%	0.99%
WMT	A	2.65%	2.39%	2.39%

PLDR Overweight 39 Positions Relative to SPMO

Symbol	Grade	Weight
AAPL	C	8.35%
MSFT	F	7.89%
V	A	2.45%
LIN	D	2.0%
HD	A	1.82%
ROP	B	1.74%
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%
PLD	D	1.45%
OTIS	C	1.44%
ADBE	C	1.41%
DHR	F	1.32%
SCHW	B	1.27%
TPG	A	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%
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%
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 83 Positions Relative to SPMO

Symbol	Grade	Weight
META	D	-6.24%
BRK.A	B	-6.07%
AVGO	D	-5.46%
COST	B	-3.79%
GE	D	-2.09%
PGR	A	-1.61%
GS	A	-1.47%
AXP	A	-1.39%
IBM	C	-1.27%
T	A	-1.15%
AMGN	D	-1.04%
RTX	C	-1.01%
TJX	A	-0.99%
ETN	A	-0.96%
ANET	C	-0.92%
C	A	-0.89%
TT	A	-0.85%
CB	C	-0.84%
MCK	B	-0.81%
FI	A	-0.78%
VRTX	F	-0.77%
CTAS	B	-0.72%
MSI	B	-0.67%
ICE	C	-0.65%
APH	A	-0.65%
CL	D	-0.62%
VST	B	-0.59%
WELL	A	-0.57%
FICO	B	-0.57%
TDG	D	-0.56%
GD	F	-0.55%
BK	A	-0.54%
KLAC	D	-0.53%
PH	A	-0.52%
TRGP	B	-0.47%
ALL	A	-0.46%
WMB	A	-0.45%
AJG	B	-0.44%
WM	A	-0.44%
HWM	A	-0.44%
AFL	B	-0.38%
HIG	B	-0.38%
OKE	A	-0.38%
IRM	D	-0.37%
URI	B	-0.36%
PRU	A	-0.33%
RSG	A	-0.33%
AIG	B	-0.33%
GWW	B	-0.32%
KMI	A	-0.32%
GDDY	A	-0.31%
AXON	A	-0.3%
PSX	C	-0.3%
GRMN	B	-0.29%
RCL	A	-0.28%
MPC	D	-0.27%
PEG	A	-0.27%
COR	B	-0.26%
IT	C	-0.24%
NRG	B	-0.23%
FANG	D	-0.22%
WAB	B	-0.22%
LDOS	C	-0.21%
VLTO	D	-0.21%
BRO	B	-0.21%
NDAQ	A	-0.21%
FITB	A	-0.2%
WTW	B	-0.2%
NTAP	C	-0.19%
MLM	B	-0.19%
PHM	D	-0.18%
SYF	B	-0.17%
DECK	A	-0.17%
TYL	B	-0.16%
NVR	D	-0.15%
BR	A	-0.15%
PKG	A	-0.14%
CBOE	B	-0.13%
WRB	A	-0.12%
L	A	-0.11%
UHS	D	-0.09%
NWSA	B	-0.07%
NWS	B	-0.02%