PPEM vs. IOPP ETF Comparison

Comparison of Putnam ETF Trust Putnam PanAgora ESG Emerging Markets Equity ETF (PPEM) to Simplify Tara India Opportunities ETF (IOPP)

PPEM

Putnam ETF Trust Putnam PanAgora ESG Emerging Markets Equity ETF

PPEM Description

The investment seeks daily investment results, before fees and expenses, of 135% of the daily performance of the FTSE Emerging Index. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in securities of the index, exchange-traded funds (ETFs) that track the index and other financial instruments that provide daily leveraged exposure to the index. The index is a free float-adjusted market capitalization index that is designed to measure equity market performance in the global emerging markets. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$21.30

Average Daily Volume

3,654

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IOPP

Simplify Tara India Opportunities ETF

IOPP Description

IOPP invests in equity securities of Indian issuers positioned to benefit from its key themes relating to the countrys growing middle class, sectors with increasing economic participation, and the governments focus on defense, green energy, and exports. The fund invests in Indian companies perceived as high quality with potential for long-term growth and capital appreciation. The actively managed fund invests in companies with no restriction to market capitalization. The portfolio managers use a bottom-up selection process that identifies stocks through company-specific research and analysis. The process starts with 800-1,000 stocks that are screened using multiple factors, such as an evaluation of a companys competitive position, management, growth potential, and track record. Companies are further narrowed down using KPIs, model building, and valuations. To maintain the portfolio and ensure diversification, securities are monitored by tracking news and analyzing quarterly results.

Grade (RS Rating)

Last Trade

$25.90

Average Daily Volume

8,552

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	PPEM	IOPP
30 Days	2.90%	4.07%
60 Days	3.51%
90 Days	8.11%
12 Months	11.69%

1 Overlapping Holdings

	Symbol	Grade	Weight in PPEM	Weight in IOPP	Overlap
	IBN	A	9.53%	7.82%	7.82%

PPEM Overweight 4 Positions Relative to IOPP

Symbol	Grade	Weight
INFY	F	4.12%
RDY	B	3.97%
BABA	B	2.06%
GFI	B	1.78%

PPEM Underweight 0 Positions Relative to IOPP

	Symbol	Grade	Weight