PPEM vs. RISN ETF Comparison

Comparison of Putnam ETF Trust Putnam PanAgora ESG Emerging Markets Equity ETF (PPEM) to Inspire Tactical Balanced ESG ETF (RISN)
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 *

5

* may have additional holdings in another (foreign) market
RISN

Inspire Tactical Balanced ESG ETF

RISN Description The investment seeks to provide capital appreciation with lower volatility than the U.S. large cap stock market over the long term. The fund, an actively managed ETF, uses a proprietary system of technical analysis to tactically allocate assets into U.S. large cap stocks when the strategy identifies an uptrend in the U.S. large cap stock market, and shifts into U.S. Treasury bonds via third-party ETFs, investment grade and high-yield corporate bonds, government agency bonds, and listed gold exchange-traded products and exchange-traded notes such as SPDR Gold Shares (GLD) when the strategy identifies a downtrend in the U.S. large cap stock market.

Grade (RS Rating)

Last Trade

$25.83

Average Daily Volume

8,021

Number of Holdings *

65

* may have additional holdings in another (foreign) market
Performance
Period PPEM RISN
30 Days 2.90% -2.16%
60 Days 3.51% -1.90%
90 Days 8.11% 2.78%
12 Months 11.69% 15.60%
2 Overlapping Holdings
Symbol Grade Weight in PPEM Weight in RISN Overlap
IBN A 9.53% 1.3% 1.3%
RDY B 3.97% 1.31% 1.31%
PPEM Overweight 3 Positions Relative to RISN
Symbol Grade Weight
INFY F 4.12%
BABA B 2.06%
GFI B 1.78%
PPEM Underweight 63 Positions Relative to RISN
Symbol Grade Weight
USFR A -20.56%
ASR B -1.43%
HEI A -1.38%
CACI A -1.38%
TDG A -1.37%
AZO D -1.37%
FCNCA B -1.36%
TTEK A -1.35%
APH A -1.35%
GPC B -1.32%
TXRH A -1.32%
CSL A -1.31%
WSO A -1.31%
TSM C -1.29%
COLM B -1.27%
LFUS C -1.26%
EME A -1.26%
CFR C -1.25%
SWKS F -1.25%
PAYX D -1.25%
WLK B -1.25%
DAR F -1.24%
TTC D -1.24%
CPRT C -1.24%
CTAS A -1.24%
MAA B -1.24%
ROP F -1.23%
CGNX B -1.23%
PAG D -1.23%
RBA D -1.22%
GNTX D -1.22%
ROL B -1.22%
MLM D -1.22%
CSGP C -1.22%
CNI D -1.21%
LSTR D -1.21%
EXPD D -1.2%
ICLR D -1.2%
NVR D -1.19%
BRO C -1.19%
MKTX F -1.19%
WST F -1.18%
SNA D -1.18%
CSX D -1.18%
NTES C -1.18%
CHKP D -1.17%
IDXX F -1.16%
PCAR D -1.15%
POOL F -1.15%
MIDD D -1.14%
LECO D -1.14%
GGG D -1.13%
CHE F -1.13%
WRB D -1.12%
NICE D -1.12%
FAST D -1.12%
EPAM D -1.11%
EGP F -1.11%
LAD F -1.1%
ODFL F -1.08%
JBHT F -1.06%
FICO D -1.04%
MOH F -1.01%
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