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
33
LOPP
Gabelli Love Our Planet & People ETF
LOPP Description
LOPP will emphasize the environmental aspect, or āEā 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
44
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% |
AREA: Top Represented Industries & Keywords
LOPP: Top Represented Industries & Keywords