EQUL vs. HAPY ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to Harbor Corporate Culture Leaders ETF (HAPY)

EQUL

IQ Engender Equality ETF

EQUL Description

The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.

Grade (RS Rating)

Last Trade

$24.71

Average Daily Volume

316

Number of Holdings ^*

* may have additional holdings in another (foreign) market

HAPY

Harbor Corporate Culture Leaders ETF

HAPY Description

Harbor Corporate Culture Leaders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Human Capital Factor Unconstrained Index, by using full replication technique. Harbor Corporate Culture Leaders ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$22.02

Average Daily Volume

290

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	HAPY
30 Days	-0.10%	2.70%
60 Days	-0.82%	0.89%
90 Days	-1.76%	-0.19%
12 Months	11.52%	19.57%

7 Overlapping Holdings

Symbol	Grade	Weight in EQUL	Weight in HAPY	Overlap
ADSK	B	1.29%	1.52%	1.29%
CMI	D	1.38%	1.28%	1.28%
ETSY	F	1.19%	1.24%	1.19%
INTU	A	1.41%	1.38%	1.38%
MA	C	1.26%	1.31%	1.26%
MRK	C	1.44%	1.36%	1.36%
SYF	B	1.43%	1.32%	1.32%

EQUL Overweight 67 Positions Relative to HAPY

Symbol	Grade	Weight
PINS	B	1.74%
TYL	A	1.6%
BSX	B	1.57%
IFF	B	1.56%
ESS	B	1.55%
WELL	A	1.53%
OGN	C	1.52%
GM	B	1.51%
BAC	B	1.5%
AWK	B	1.49%
BK	B	1.48%
HAS	D	1.47%
MCO	A	1.47%
XYL	D	1.45%
META	A	1.45%
K	D	1.45%
KO	A	1.44%
C	B	1.44%
ECL	B	1.43%
SPGI	B	1.43%
HLT	B	1.42%
BIIB	C	1.41%
AXP	C	1.41%
EIX	C	1.41%
VZ	B	1.4%
PRU	B	1.4%
PG	C	1.39%
ZTS	C	1.38%
F	B	1.37%
EBAY	B	1.37%
PEP	D	1.36%
WFC	C	1.35%
SCI	C	1.34%
MAR	C	1.34%
HUBS	C	1.32%
BLK	B	1.32%
MET	D	1.32%
Z	C	1.32%
WTW	B	1.31%
YUM	D	1.31%
IVZ	D	1.3%
GIS	D	1.29%
MDLZ	D	1.27%
DOW	D	1.26%
VFC	D	1.26%
EXPE	C	1.26%
MCD	F	1.25%
UBER	B	1.25%
PYPL	D	1.25%
PARA	C	1.24%
JNJ	F	1.24%
CLX	D	1.23%
AFRM	F	1.22%
TGT	D	1.21%
IPG	F	1.21%
SJM	D	1.2%
M	C	1.19%
CRM	C	1.16%
DASH	C	1.14%
WDAY	D	1.12%
ILMN	D	1.12%
COTY	F	1.1%
ACN	D	1.09%
BMY	F	1.07%
LYFT	F	1.05%
WEX	D	1.01%
WBA	F	0.79%

EQUL Underweight 68 Positions Relative to HAPY

Symbol	Grade	Weight
NVDA	B	-1.83%
SRPT	C	-1.6%
TER	A	-1.56%
ADBE	B	-1.55%
GWRE	A	-1.55%
PSTG	B	-1.55%
AAPL	A	-1.54%
NSA	B	-1.48%
MSFT	A	-1.46%
CDNS	B	-1.46%
GOOGL	A	-1.46%
BKNG	B	-1.44%
NOW	A	-1.44%
SMAR	B	-1.43%
JNPR	B	-1.41%
EXR	B	-1.41%
CL	B	-1.4%
AMD	B	-1.4%
ACGL	C	-1.39%
CPT	B	-1.38%
PLD	C	-1.38%
EVR	A	-1.36%
DV	D	-1.36%
LHX	B	-1.36%
TXN	B	-1.36%
MMS	B	-1.36%
LAMR	B	-1.34%
OXY	D	-1.34%
NDAQ	C	-1.34%
MSCI	C	-1.34%
LMT	C	-1.34%
CIEN	F	-1.33%
SO	B	-1.33%
GEHC	D	-1.32%
INTC	C	-1.32%
DOC	B	-1.31%
TRMB	C	-1.31%
DLB	D	-1.29%
SPSC	B	-1.29%
S	C	-1.29%
RLI	D	-1.29%
PCOR	C	-1.28%
TRV	D	-1.28%
GGG	D	-1.28%
COP	D	-1.27%
CBOE	D	-1.27%
PHM	D	-1.27%
AEE	D	-1.27%
DBX	D	-1.26%
FDS	C	-1.26%
CMC	D	-1.25%
CME	D	-1.25%
SSB	D	-1.24%
EWBC	D	-1.24%
CFR	D	-1.24%
STLD	D	-1.24%
DE	F	-1.23%
ALLE	D	-1.23%
DAL	D	-1.23%
PNFP	D	-1.23%
EXC	D	-1.22%
RIG	F	-1.19%
LULU	F	-1.18%
CABO	F	-1.16%
SLAB	D	-1.12%
IOT	C	-1.11%
DAY	F	-1.08%
MDB	D	-0.91%