BLES vs. INFO ETF Comparison

Comparison of Inspire Global Hope Large Cap ETF (BLES) to Harbor PanAgora Dynamic Large Cap Core ETF (INFO)

BLES

Inspire Global Hope Large Cap ETF

BLES Description

Inspire Global Hope Large Cap ETF is designed to create meaningful impact by investing in some of the most inspiring companies from around the globe, while also seeking to provide investors with a low cost, high impact investment that meets the stringent demands of modern investors. All Inspire ETF%u2019s meet biblically responsible investing (BRI) standards, which measure a portfolio%u2019s alignment with biblical values.

Grade (RS Rating)

Last Trade

$39.00

Average Daily Volume

10,355

Number of Holdings ^*

206

* may have additional holdings in another (foreign) market

INFO

Harbor PanAgora Dynamic Large Cap Core ETF

INFO Description

INFO aims to generate alpha consistently within the large-cap US market. Portfolio construction utilizes a bottom-up investment strategy integrating fundamental analysis with quantitative techniques and risk management tools. The subadvisor employs a proprietary alpha modeling framework to identify companies with strong financial and operational health, aiming for above-market returns relative to the S&P 500 Index. The strategy incorporates uncorrelated alpha factors, such as value, momentum, and quality. Additionally, ESG attributes are also evaluated to enhance the overall alpha scores. Security weighting is determined using a proprietary optimization technique, balancing alpha generation with risk metrics like tracking err, market risk, and concentration risk.

Grade (RS Rating)

Last Trade

$20.71

Average Daily Volume

785

Number of Holdings ^*

116

* may have additional holdings in another (foreign) market

Performance

Period	BLES	INFO
30 Days	1.25%	1.88%
60 Days	-0.09%
90 Days	1.05%
12 Months	20.29%

23 Overlapping Holdings

Symbol	Grade	Weight in BLES	Weight in INFO	Overlap
ANET	C	0.25%	0.82%	0.25%
ATR	B	0.27%	0.3%	0.27%
AVGO	D	0.25%	1.22%	0.25%
CBOE	B	0.26%	0.73%	0.26%
DHI	D	0.22%	0.22%	0.22%
EOG	A	0.28%	0.16%	0.16%
EQR	B	0.26%	0.76%	0.26%
ETR	B	0.29%	0.85%	0.29%
HOLX	D	0.25%	0.73%	0.25%
INVH	D	0.25%	0.56%	0.25%
MKC	D	0.23%	0.2%	0.2%
MSCI	C	0.27%	0.82%	0.27%
MTD	D	0.2%	0.48%	0.2%
NTAP	C	0.26%	0.68%	0.26%
NXPI	D	0.23%	0.17%	0.17%
PH	A	0.28%	0.13%	0.13%
QCOM	F	0.25%	0.89%	0.25%
RPM	A	0.29%	0.34%	0.29%
SNOW	C	0.29%	0.22%	0.22%
SPG	B	0.28%	0.86%	0.28%
SSNC	B	0.25%	0.37%	0.25%
VEEV	C	0.26%	0.35%	0.26%
VRSK	A	0.27%	0.61%	0.27%

BLES Overweight 183 Positions Relative to INFO

Symbol	Grade	Weight
COIN	C	0.47%
TRGP	B	0.36%
IBKR	A	0.34%
KMI	A	0.33%
SFM	A	0.33%
WCC	B	0.32%
SNA	A	0.32%
OKE	A	0.32%
MRVL	B	0.32%
HQY	B	0.32%
EMR	A	0.31%
EVR	B	0.31%
AIT	A	0.31%
GRMN	B	0.31%
NET	B	0.31%
FCNCA	A	0.31%
EME	C	0.31%
AAON	B	0.31%
EPAM	C	0.3%
LW	C	0.3%
NTNX	A	0.3%
DLR	B	0.3%
OVV	B	0.3%
DDOG	A	0.3%
FTNT	C	0.3%
FICO	B	0.3%
IP	B	0.3%
CINF	A	0.29%
OC	A	0.29%
VMC	B	0.29%
LBRDA	C	0.29%
ALB	C	0.29%
STLD	B	0.29%
PCAR	B	0.29%
TRMB	B	0.29%
RF	A	0.29%
AME	A	0.29%
PODD	C	0.29%
PANW	C	0.29%
FAST	B	0.29%
MKL	A	0.28%
RS	B	0.28%
CPRT	A	0.28%
MRO	B	0.28%
WELL	A	0.28%
MLM	B	0.28%
SSB	B	0.28%
WSO	A	0.28%
CIEN	B	0.28%
CTRA	B	0.28%
ISRG	A	0.28%
APH	A	0.28%
DECK	A	0.28%
PKG	A	0.28%
CW	B	0.28%
WEC	A	0.27%
WAL	B	0.27%
REG	B	0.27%
NBIX	C	0.27%
TYL	B	0.27%
DOV	A	0.27%
ORLY	B	0.27%
RRX	B	0.27%
JBHT	C	0.27%
GFS	C	0.27%
PAYX	C	0.27%
VLO	C	0.27%
FANG	D	0.27%
SNPS	B	0.27%
RSG	A	0.27%
HAL	C	0.27%
OGE	B	0.27%
WM	A	0.27%
ATO	A	0.27%
ANSS	B	0.27%
CTAS	B	0.27%
BRO	B	0.27%
INCY	C	0.27%
GEN	B	0.27%
CNP	B	0.27%
WRB	A	0.27%
L	A	0.27%
ODFL	B	0.27%
JBL	B	0.27%
MAA	B	0.26%
ELS	C	0.26%
TMHC	B	0.26%
VTR	C	0.26%
GGG	B	0.26%
AGR	B	0.26%
CSX	B	0.26%
OKTA	C	0.26%
WST	C	0.26%
PGR	A	0.26%
WTRG	B	0.26%
CF	B	0.26%
URI	B	0.26%
ESS	B	0.26%
MNST	C	0.26%
SLB	C	0.26%
EVRG	A	0.26%
AEI	D	0.26%
NDSN	B	0.25%
KEYS	A	0.25%
CSGP	D	0.25%
E	F	0.25%
MANH	D	0.25%
NUE	C	0.25%
POOL	C	0.25%
DVN	F	0.25%
CMS	C	0.25%
BIO	D	0.25%
CSL	C	0.25%
AZO	C	0.25%
JKHY	D	0.25%
CAT	B	0.25%
ROL	B	0.25%
CPT	B	0.25%
OXY	D	0.25%
HST	C	0.25%
UDR	B	0.25%
RMD	C	0.25%
ICE	C	0.25%
ROP	B	0.25%
BXP	D	0.25%
PLD	D	0.24%
LSCC	D	0.24%
DLTR	F	0.24%
BLDR	D	0.24%
RPRX	D	0.24%
PSA	D	0.24%
BG	F	0.24%
ON	D	0.24%
CNI	D	0.24%
EXR	D	0.24%
TTC	D	0.24%
COKE	C	0.24%
SUI	D	0.24%
DOC	D	0.24%
DOX	D	0.24%
AWK	D	0.24%
WDC	D	0.24%
STE	F	0.23%
ALGN	D	0.23%
NVR	D	0.23%
ARE	D	0.23%
FCX	D	0.23%
ENTG	D	0.23%
CPB	D	0.23%
APA	D	0.23%
EXPD	D	0.23%
SCCO	F	0.23%
PHM	D	0.23%
CEG	D	0.23%
LEN	D	0.23%
WY	D	0.23%
DG	F	0.23%
CHKP	D	0.23%
BWA	D	0.23%
WPC	D	0.23%
EFX	F	0.22%
WLK	D	0.22%
SWKS	F	0.22%
LYB	F	0.22%
BAX	D	0.22%
GPC	D	0.22%
KLAC	D	0.21%
NEM	D	0.21%
IQV	D	0.21%
MCHP	D	0.21%
CAG	D	0.21%
MOH	F	0.21%
IDXX	F	0.21%
ERIE	D	0.2%
TER	D	0.2%
AOS	F	0.2%
UWMC	D	0.19%
FSLR	F	0.19%
ELV	F	0.19%
ICLR	D	0.18%
SMCI	F	0.17%
MPWR	F	0.16%
ENPH	F	0.14%

BLES Underweight 93 Positions Relative to INFO

Symbol	Grade	Weight
NVDA	C	-7.25%
AAPL	C	-6.96%
MSFT	F	-6.1%
AMZN	C	-4.08%
GOOGL	C	-3.86%
META	D	-3.01%
JPM	A	-1.87%
MA	C	-1.61%
CRM	B	-1.54%
TSLA	B	-1.38%
WMT	A	-1.22%
NOW	A	-1.2%
XOM	B	-1.16%
V	A	-1.13%
NFLX	A	-1.13%
MRK	F	-1.12%
WFC	A	-1.12%
GE	D	-1.1%
TJX	A	-1.04%
GM	B	-1.02%
SYF	B	-1.01%
BRK.A	B	-0.99%
BKR	B	-0.97%
TT	A	-0.95%
MSI	B	-0.95%
LMT	D	-0.94%
JNJ	D	-0.94%
MCK	B	-0.94%
AMAT	F	-0.93%
LLY	F	-0.91%
COST	B	-0.89%
CI	F	-0.88%
LRCX	F	-0.87%
CMCSA	B	-0.86%
ALL	A	-0.83%
INTU	C	-0.81%
MMC	B	-0.81%
HIG	B	-0.79%
LDOS	C	-0.78%
EXC	C	-0.76%
CTVA	C	-0.76%
PEP	F	-0.76%
NRG	B	-0.74%
A	D	-0.73%
MAS	D	-0.72%
SPGI	C	-0.69%
EQIX	A	-0.69%
TGT	F	-0.68%
FTV	C	-0.64%
BMY	B	-0.64%
MDLZ	F	-0.62%
MPC	D	-0.61%
ECL	D	-0.57%
AXP	A	-0.56%
CL	D	-0.55%
KR	B	-0.52%
BK	A	-0.48%
AVY	D	-0.46%
GDDY	A	-0.43%
PYPL	B	-0.43%
DD	D	-0.42%
WDAY	B	-0.42%
CNC	D	-0.41%
ROST	C	-0.41%
DASH	A	-0.4%
MELI	D	-0.36%
NEE	D	-0.36%
INGR	B	-0.35%
FTI	A	-0.35%
PG	A	-0.35%
UNH	C	-0.34%
UBER	D	-0.34%
ALNY	D	-0.3%
ILMN	D	-0.3%
WAB	B	-0.27%
CBSH	A	-0.25%
UNM	A	-0.25%
EBAY	D	-0.25%
MU	D	-0.23%
AXS	A	-0.2%
AMD	F	-0.19%
QRVO	F	-0.19%
NOV	C	-0.19%
DTE	C	-0.18%
DUK	C	-0.13%
MTG	C	-0.13%
NOC	D	-0.1%
THC	D	-0.09%
AMT	D	-0.08%
HD	A	-0.08%
EQH	B	-0.07%
TOL	B	-0.06%
HLT	A	-0.05%