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Upturn AI SWOT - About
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF (PPIE)
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Upturn Advisory Summary
10/24/2025: PPIE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.67% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.30 - 26.81 | Updated Date 06/30/2025 |
52 Weeks Range 21.30 - 26.81 | Updated Date 06/30/2025 |
Upturn AI SWOT
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF
ETF Overview
Overview
The Putnam PanAgora ESG International Equity ETF (PPGX) seeks to provide investment results that correspond to the performance of an index that measures the performance of international equity securities, selected using environmental, social, and governance (ESG) criteria.
Reputation and Reliability
Putnam Investments has a long history in asset management, recognized for its research capabilities and diverse investment offerings.
Management Expertise
Putnam's PanAgora division employs sophisticated quantitative techniques, emphasizing risk management and optimization in its ESG-focused strategies.
Investment Objective
Goal
To seek long-term capital appreciation by investing in international equity securities screened for ESG factors.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative investment strategy that aims to select securities based on ESG ratings and other financial characteristics.
Composition Primarily holds international equities with a focus on developed markets, adhering to ESG principles.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 27260453
Competitors
Key Competitors
- VEA
- IXUS
- IDEV
Competitive Landscape
The international equity ETF market is highly competitive, dominated by large, established ETFs. PPGX distinguishes itself through its focus on ESG factors within a quantitative framework. Larger competitors offer lower expense ratios and higher liquidity, posing a challenge. PPGX's ESG focus may attract socially responsible investors.
Financial Performance
Historical Performance: Historical performance data requires retrieval from financial data providers.
Benchmark Comparison: Benchmark comparison requires retrieval from financial data providers.
Expense Ratio: 0.0049
Liquidity
Average Trading Volume
Average trading volume data requires retrieval from financial data providers.
Bid-Ask Spread
Bid-ask spread data requires retrieval from financial data providers.
Market Dynamics
Market Environment Factors
Economic indicators in developed markets, global trade policies, and investor sentiment towards ESG investing influence PPGX's performance.
Growth Trajectory
Growth depends on the increasing demand for ESG-focused investments and the ETF's ability to outperform its benchmark.
Moat and Competitive Advantages
Competitive Edge
PPGX's competitive edge lies in its blend of quantitative investment strategies and ESG screening. This combination allows for a systematic approach to socially responsible investing. The ETF aims to offer investors exposure to international equities that meet certain ESG criteria while striving for competitive returns. However, the fund's small size hinders liquidity and market recognition relative to established players. Putnam's brand name and PanAgora's quant expertise are also beneficial.
Risk Analysis
Volatility
Volatility assessment requires retrieval of historical price data.
Market Risk
PPGX is subject to market risk associated with international equities, including currency fluctuations, political instability, and economic downturns in specific countries. ESG screening may also limit the investment universe, potentially impacting performance.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking international equity exposure with a focus on ESG principles and are willing to accept potentially lower liquidity compared to more established ETFs.
Market Risk
Suitable for long-term investors seeking ESG-aligned international equity exposure.
Summary
The Putnam PanAgora ESG International Equity ETF (PPGX) offers a strategy for investors looking for international equity exposure with an ESG focus. It combines quantitative investing with socially responsible principles. While offering a unique investment approach, the ETF faces challenges from larger competitors with more liquidity and lower expense ratios. Investors should consider their risk tolerance, investment horizon, and ESG preferences before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Putnam Investments
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests mainly in common stocks (growth or value stocks or both) of companies of any size outside the United States with a focus on companies that the fund"s subadviser, believes offer attractive benchmark-relative returns and exhibit positive environmental, social and governance ("ESG") metrics. The fund"s equity investments may include common stocks, preferred stocks, convertible securities, warrants, American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs").
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.