EQUL vs. WINN ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to Harbor Long-Term Growers ETF (WINN)

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

$27.10

Average Daily Volume

388

Number of Holdings ^*

* may have additional holdings in another (foreign) market

WINN

Harbor Long-Term Growers ETF

WINN Description

Harbor Long-Term Growers ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Jennison Associates LLC. 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 stocks of companies operating across diversified market capitalizations. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor ETF Trust - Harbor Long-Term Growers ETF was formed on February 2, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$25.58

Average Daily Volume

91,036

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	WINN
30 Days	3.35%	2.94%
60 Days	6.42%	5.79%
90 Days	9.53%	1.15%
12 Months	29.84%	43.72%

10 Overlapping Holdings

Symbol	Grade	Weight in EQUL	Weight in WINN	Overlap
BMY	C	1.47%	0.77%	0.77%
CRM	C	1.33%	0.53%	0.53%
HLT	B	1.28%	1.09%	1.09%
HUBS	D	1.05%	0.17%	0.17%
MA	B	1.36%	1.87%	1.36%
MAR	B	1.22%	0.33%	0.33%
MCO	C	1.45%	0.47%	0.47%
META	B	1.3%	5.25%	1.3%
MRK	F	1.12%	0.76%	0.76%
UBER	C	1.28%	1.18%	1.18%

EQUL Overweight 65 Positions Relative to WINN

Symbol	Grade	Weight
AFRM	D	1.75%
VFC	B	1.71%
K	A	1.71%
Z	C	1.66%
HALO	D	1.54%
WELL	C	1.5%
CLX	C	1.49%
BK	B	1.49%
EBAY	B	1.48%
BLK	B	1.47%
PYPL	B	1.47%
ILMN	D	1.47%
WEX	C	1.46%
SPGI	C	1.46%
GLOB	D	1.46%
DASH	B	1.45%
AXP	B	1.43%
ADSK	B	1.43%
ACN	C	1.43%
AWK	C	1.41%
MCD	B	1.41%
MET	B	1.41%
HAS	B	1.41%
JNJ	C	1.4%
WTW	B	1.4%
GIS	B	1.4%
KO	B	1.4%
GTLB	D	1.4%
ZTS	B	1.4%
HOLX	D	1.39%
MDLZ	C	1.39%
CMI	B	1.38%
EXPE	C	1.37%
ESS	C	1.37%
NYT	B	1.35%
VZ	A	1.35%
CNC	D	1.35%
IFF	A	1.34%
SCI	C	1.34%
SJM	C	1.32%
BSX	B	1.31%
INTU	D	1.3%
PEP	D	1.3%
PRU	C	1.29%
IPG	C	1.29%
PARA	D	1.27%
ECL	B	1.27%
GM	C	1.27%
PG	C	1.27%
C	C	1.23%
BAC	D	1.23%
VRSK	D	1.22%
CRL	F	1.2%
XYL	C	1.18%
YUM	B	1.17%
DOW	C	1.15%
COTY	D	1.15%
WFC	D	1.15%
F	F	1.14%
ETSY	D	1.12%
LYFT	D	1.05%
BMRN	F	1.04%
BIIB	F	1.04%
PINS	D	0.84%
WBA	F	0.71%

EQUL Underweight 56 Positions Relative to WINN

Symbol	Grade	Weight
MSFT	C	-10.77%
NVDA	C	-10.24%
AMZN	C	-8.16%
AAPL	C	-8.05%
NFLX	B	-4.29%
AVGO	C	-3.52%
LLY	D	-3.43%
GOOGL	D	-2.9%
COST	C	-2.49%
TSLA	C	-2.05%
V	C	-2.04%
MELI	C	-2.03%
NVO	F	-1.66%
TTD	B	-1.35%
BA	F	-1.2%
REGN	D	-1.07%
ETN	C	-1.07%
AMGN	D	-1.03%
ABNB	D	-0.98%
APO	B	-0.97%
VRTX	D	-0.96%
DIS	D	-0.96%
SNPS	F	-0.8%
GE	C	-0.79%
UNH	C	-0.78%
CDNS	D	-0.77%
SNY	B	-0.77%
MDB	D	-0.75%
AMD	C	-0.68%
ORLY	B	-0.67%
CRWD	D	-0.66%
AMT	C	-0.64%
LRCX	D	-0.58%
MCHP	D	-0.51%
TJX	C	-0.44%
FICO	B	-0.38%
AZN	D	-0.38%
BX	C	-0.35%
HD	B	-0.32%
ISRG	C	-0.32%
NU	C	-0.3%
JPM	D	-0.3%
NOW	C	-0.29%
PANW	D	-0.28%
DDOG	D	-0.27%
PGR	C	-0.27%
ANET	C	-0.26%
WMT	B	-0.26%
ADBE	F	-0.25%
MRVL	D	-0.25%
ASML	F	-0.25%
DXCM	F	-0.24%
GS	B	-0.23%
ADI	C	-0.22%
CMG	D	-0.22%
SNOW	F	-0.22%