AREA vs. LOPP ETF Comparison

Comparison of Harbor AlphaEdge Next Generation REITs ETF (AREA) to Gabelli Love Our Planet & People ETF (LOPP)
AREA

Harbor AlphaEdge Next Generation REITs ETF

AREA Description

AREA targetsNext Generation REITs through a proprietary rules-based methodology. Instead of traditional office, multi-family, retail, and industrial REITs, the fund favors non-traditional REITs (e.g., data center, gaming, healthcare & life sciences, hotel & motel, manufactured homes, and self-storage). From an index universe of 3,000 US-listed securities, the fund relies on FactSets RBICS sub-industry classification in filtering Next-Gen REITs. Each qualified company is scored across five factor composites (capital deployment, momentum, quality, risk, and valuation) for a combined stock selection score based on prevailing business cycle regimes. The index provider then selects and weights securities using an optimizer that measures the risk-adjusted returns of the portfolio against a benchmark with similar holdings. The fund holds between 35 and 70 REITs, subject to certain capping limits. The index is reconstituted and rebalanced monthly.

Grade (RS Rating)

Last Trade

$20.01

Average Daily Volume

182

Number of Holdings *

33

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

Gabelli Love Our Planet & People ETF

LOPP Description LOPP will emphasize the environmental aspect, or ā€œEā€ in ESG, placing an emphasis on investing in publicly traded companies with a focus on sustainability. The Fund combines a research intensive process with social screens and a holistic ESG overlay to deliver returns in a socially responsive manner.

Grade (RS Rating)

Last Trade

$29.45

Average Daily Volume

272

Number of Holdings *

44

* may have additional holdings in another (foreign) market
Performance
Period AREA LOPP
30 Days -1.81% 4.37%
60 Days -4.28% 6.32%
90 Days 9.95%
12 Months 28.70%
1 Overlapping Holdings
Symbol Grade Weight in AREA Weight in LOPP Overlap
WY F 7.01% 3.35% 3.35%
AREA Overweight 32 Positions Relative to LOPP
Symbol Grade Weight
LAMR C 6.89%
AMT C 6.24%
SBAC D 6.1%
EXR C 6.05%
HST C 5.76%
CUBE C 5.4%
ELS C 3.81%
IRM C 3.75%
EPR C 3.65%
SBRA C 3.64%
DRH B 3.58%
RYN D 3.56%
VICI C 3.24%
SHO D 2.87%
NHI D 2.8%
PSA C 2.59%
OHI C 2.55%
DOC C 2.5%
LAND F 2.21%
PK C 1.74%
OUT A 1.5%
SILA C 1.26%
NSA C 1.21%
LTC B 1.13%
INN D 1.06%
VTR B 1.0%
CCI C 0.71%
GLPI C 0.48%
INVH D 0.42%
XHR B 0.26%
PEB D 0.25%
DHC F 0.19%
AREA Underweight 43 Positions Relative to LOPP
Symbol Grade Weight
HUBB B -5.01%
XYL D -4.81%
WCN A -4.74%
RSG A -4.01%
SPGI C -3.99%
BLBD D -3.47%
MIR A -3.21%
CMI A -3.11%
FLEX B -2.82%
VMI B -2.74%
APD A -2.74%
ROCK C -2.72%
AZZ A -2.51%
AWK C -2.36%
CCK D -2.35%
JCI B -2.21%
FCX F -2.1%
DE B -2.05%
TKR D -2.04%
REZI A -1.95%
AGR A -1.92%
DAR C -1.62%
NEP F -1.6%
CNH C -1.59%
LNT A -1.49%
IDA A -1.41%
GOOG C -1.37%
BBVA D -1.35%
LFUS D -1.3%
MATW C -1.2%
FLS B -1.2%
ACA A -1.18%
BEN C -0.92%
UL D -0.86%
ING F -0.83%
CARR C -0.7%
VRTX D -0.58%
DAN D -0.48%
RPRX D -0.46%
MWA B -0.45%
PLPC B -0.43%
ROG D -0.43%
BMRN F -0.39%
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