EQWL vs. INFO ETF Comparison

Comparison of PowerShares Russell Top 200 Equal Weight Portfolio (EQWL) to Harbor PanAgora Dynamic Large Cap Core ETF (INFO)

EQWL

PowerShares Russell Top 200 Equal Weight Portfolio

EQWL Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Top 200 Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to the securities of the largest 200 companies in the U.S. equity market.

Grade (RS Rating)

Last Trade

$106.55

Average Daily Volume

61,555

Number of Holdings ^*

101

* 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	EQWL	INFO
30 Days	3.32%	1.88%
60 Days	4.89%
90 Days	7.38%
12 Months	31.93%

43 Overlapping Holdings

Symbol	Grade	Weight in EQWL	Weight in INFO	Overlap
AAPL	C	0.97%	6.96%	0.97%
AMD	F	0.87%	0.19%	0.19%
AMT	D	0.77%	0.08%	0.08%
AMZN	C	1.08%	4.08%	1.08%
AVGO	D	0.97%	1.22%	0.97%
AXP	A	1.06%	0.56%	0.56%
BK	A	1.07%	0.48%	0.48%
BMY	B	1.13%	0.64%	0.64%
BRK.A	B	0.99%	0.99%	0.99%
CL	D	0.82%	0.55%	0.55%
CMCSA	B	1.04%	0.86%	0.86%
COST	B	0.96%	0.89%	0.89%
CRM	B	1.24%	1.54%	1.24%
DUK	C	0.89%	0.13%	0.13%
GE	D	0.95%	1.1%	0.95%
GM	B	1.18%	1.02%	1.02%
GOOGL	C	0.58%	3.86%	0.58%
HD	A	1.02%	0.08%	0.08%
INTU	C	1.02%	0.81%	0.81%
JNJ	D	0.87%	0.94%	0.87%
JPM	A	1.12%	1.87%	1.12%
LLY	F	0.81%	0.91%	0.81%
LMT	D	0.9%	0.94%	0.9%
MA	C	1.0%	1.61%	1.0%
MDLZ	F	0.83%	0.62%	0.62%
META	D	1.04%	3.01%	1.04%
MRK	F	0.8%	1.12%	0.8%
MSFT	F	0.94%	6.1%	0.94%
NEE	D	0.84%	0.36%	0.36%
NFLX	A	1.14%	1.13%	1.13%
NVDA	C	1.17%	7.25%	1.17%
PEP	F	0.88%	0.76%	0.76%
PG	A	0.91%	0.35%	0.35%
PYPL	B	1.17%	0.43%	0.43%
QCOM	F	0.93%	0.89%	0.89%
SPG	B	1.03%	0.86%	0.86%
TGT	F	0.96%	0.68%	0.68%
TSLA	B	1.29%	1.38%	1.29%
UNH	C	0.95%	0.34%	0.34%
V	A	1.02%	1.13%	1.02%
WFC	A	1.31%	1.12%	1.12%
WMT	A	0.99%	1.22%	0.99%
XOM	B	1.03%	1.16%	1.03%

EQWL Overweight 58 Positions Relative to INFO

Symbol	Grade	Weight
MS	A	1.28%
COF	B	1.25%
SCHW	B	1.23%
INTC	D	1.21%
EMR	A	1.2%
BKNG	A	1.2%
GS	A	1.17%
DIS	B	1.14%
BAC	A	1.13%
TMUS	B	1.12%
C	A	1.12%
BLK	C	1.12%
CSCO	B	1.1%
CHTR	C	1.1%
CVX	A	1.09%
ORCL	B	1.09%
USB	A	1.07%
HON	B	1.07%
GILD	C	1.06%
CAT	B	1.06%
MET	A	1.03%
COP	C	1.03%
LOW	D	1.0%
UPS	C	0.99%
MO	A	0.99%
TXN	C	0.98%
F	C	0.98%
AIG	B	0.98%
ACN	C	0.98%
PM	B	0.97%
FDX	B	0.97%
T	A	0.97%
MCD	D	0.96%
RTX	C	0.95%
DE	A	0.95%
SBUX	A	0.95%
ABT	B	0.94%
ADBE	C	0.94%
MMM	D	0.94%
IBM	C	0.93%
SO	D	0.92%
LIN	D	0.92%
MDT	D	0.91%
NKE	D	0.91%
GD	F	0.91%
UNP	C	0.9%
CVS	D	0.9%
VZ	C	0.87%
KHC	F	0.85%
BA	F	0.84%
PFE	D	0.84%
DOW	F	0.84%
AMGN	D	0.84%
TMO	F	0.83%
KO	D	0.83%
DHR	F	0.83%
ABBV	D	0.83%
GOOG	C	0.48%

EQWL Underweight 73 Positions Relative to INFO

Symbol	Grade	Weight
NOW	A	-1.2%
TJX	A	-1.04%
SYF	B	-1.01%
BKR	B	-0.97%
TT	A	-0.95%
MSI	B	-0.95%
MCK	B	-0.94%
AMAT	F	-0.93%
CI	F	-0.88%
LRCX	F	-0.87%
ETR	B	-0.85%
ALL	A	-0.83%
MSCI	C	-0.82%
ANET	C	-0.82%
MMC	B	-0.81%
HIG	B	-0.79%
LDOS	C	-0.78%
EXC	C	-0.76%
EQR	B	-0.76%
CTVA	C	-0.76%
NRG	B	-0.74%
CBOE	B	-0.73%
A	D	-0.73%
HOLX	D	-0.73%
MAS	D	-0.72%
SPGI	C	-0.69%
EQIX	A	-0.69%
NTAP	C	-0.68%
FTV	C	-0.64%
VRSK	A	-0.61%
MPC	D	-0.61%
ECL	D	-0.57%
INVH	D	-0.56%
KR	B	-0.52%
MTD	D	-0.48%
AVY	D	-0.46%
GDDY	A	-0.43%
DD	D	-0.42%
WDAY	B	-0.42%
CNC	D	-0.41%
ROST	C	-0.41%
DASH	A	-0.4%
SSNC	B	-0.37%
MELI	D	-0.36%
INGR	B	-0.35%
FTI	A	-0.35%
VEEV	C	-0.35%
RPM	A	-0.34%
UBER	D	-0.34%
ALNY	D	-0.3%
ILMN	D	-0.3%
ATR	B	-0.3%
WAB	B	-0.27%
CBSH	A	-0.25%
UNM	A	-0.25%
EBAY	D	-0.25%
MU	D	-0.23%
DHI	D	-0.22%
SNOW	C	-0.22%
AXS	A	-0.2%
MKC	D	-0.2%
QRVO	F	-0.19%
NOV	C	-0.19%
DTE	C	-0.18%
NXPI	D	-0.17%
EOG	A	-0.16%
MTG	C	-0.13%
PH	A	-0.13%
NOC	D	-0.1%
THC	D	-0.09%
EQH	B	-0.07%
TOL	B	-0.06%
HLT	A	-0.05%