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PEMX
+5.97 · +9.47%
$69.10 · NYSE ARCA

Putnam ETF Trust (PEMX) ETF Analysis | Diversified Emerging Mkts

Franklin Templeton Investments · USA
AUM:$19.6M
#– of – in Diversified Emerging Mkts ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 62.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is PEMX?

Under normal circumstances, the fund invests at least 80% of the fund"s net assets in securities of emerging market companies excluding companies domiciled, or whose stock is listed for trading on an exchange, in China, as well as companies domiciled in Hong Kong. Putnam Management invests significantly in small and mid-size companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
PEMX delivered 62.4% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 49.0% of the ETF — a moderate level of name concentration.
ETF Information
AUM$19.6M
Expense Ratio0.85%
Dividend Yield1.34%
Holdings45
Inception DateMay 2023
Domicile–
Distribution–
Index–
ProviderFranklin Templeton Investments
Beta–
CategoryDiversified Emerging Mkts
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.4%
1Y
+51.8%
3Y
+125.9%
5Y
+141.3%
OpenBook InsightIf you had invested £10,000 in PEMX 5 years ago, it would have grown to £24,132 — a gain of £14,132.

Annual Returns

Calendar year performance

PEMX delivered positive returns in 4 of the last 4 calendar years.
YearPEMX
2026 YTD+30.3%
2025+33.1%
2024+19.2%
2023+15.1%
CAGR 3yr+22.2%
4/4 positive yearsAvg return: +24.4%Worst year: +15.1% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
29.1%
Moderate
Momentum
+4.9%
30-day change
Support Level
81.89
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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