ESMV vs. LSEQ ETF Comparison

Comparison of iShares ESG MSCI USA Min Vol Factor ETF (ESMV) to Harbor Long-Short Equity ETF (LSEQ)

ESMV

iShares ESG MSCI USA Min Vol Factor ETF

ESMV Description

iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States

Grade (RS Rating)

Last Trade

$29.49

Average Daily Volume

4,983

Number of Holdings ^*

150

* may have additional holdings in another (foreign) market

LSEQ

Harbor Long-Short Equity ETF

LSEQ Description

Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in long and short positions in equity securities. The fund advisor seeks to achieve the fund's investment objective by establishing long and/or short positions in equity securities.

Grade (RS Rating)

Last Trade

$29.27

Average Daily Volume

596

Number of Holdings ^*

154

* may have additional holdings in another (foreign) market

Performance

Period	ESMV	LSEQ
30 Days	2.11%	4.81%
60 Days	2.84%	6.50%
90 Days	4.91%	7.67%
12 Months	24.44%

31 Overlapping Holdings

Symbol	Grade	Weight in ESMV	Weight in LSEQ	Overlap
AAPL	C	0.52%	0.65%	0.52%
ALNY	D	0.28%	0.52%	0.28%
AMCR	D	0.34%	0.77%	0.34%
AMGN	D	1.2%	0.54%	0.54%
BMY	B	0.28%	0.67%	0.28%
CAH	B	0.08%	0.7%	0.08%
COR	B	0.77%	0.86%	0.77%
DECK	A	0.41%	1.45%	0.41%
ECL	D	0.32%	0.88%	0.32%
FFIV	B	0.12%	0.78%	0.12%
FICO	B	0.54%	0.88%	0.54%
GDDY	A	0.19%	1.19%	0.19%
HPE	B	0.75%	1.85%	0.75%
INCY	C	0.26%	0.69%	0.26%
IT	C	0.72%	0.8%	0.72%
LIN	D	0.1%	1.11%	0.1%
LLY	F	1.25%	1.11%	1.11%
LOW	D	0.89%	0.71%	0.71%
MCK	B	1.38%	-2.19%	-2.19%
MSFT	F	1.34%	-1.86%	-1.86%
MSI	B	1.81%	1.09%	1.09%
NOW	A	0.17%	0.9%	0.17%
NTAP	C	0.15%	0.92%	0.15%
OKE	A	1.24%	0.84%	0.84%
SNPS	B	0.33%	-1.79%	-1.79%
T	A	0.4%	0.96%	0.4%
TJX	A	0.06%	0.92%	0.06%
TMUS	B	1.65%	1.49%	1.49%
TRGP	B	0.82%	0.93%	0.82%
UBER	D	0.42%	0.86%	0.42%
WDAY	B	0.77%	-1.49%	-1.49%

ESMV Overweight 119 Positions Relative to LSEQ

Symbol	Grade	Weight
NVDA	C	1.69%
GWW	B	1.68%
IBM	C	1.66%
TRV	B	1.64%
PEG	A	1.64%
CSCO	B	1.48%
WM	A	1.44%
NOC	D	1.43%
ADP	B	1.43%
MMC	B	1.4%
TXN	C	1.39%
VRTX	F	1.39%
HD	A	1.39%
VZ	C	1.37%
UNH	C	1.36%
ACN	C	1.33%
PGR	A	1.33%
EA	A	1.31%
ROP	B	1.31%
HES	B	1.3%
FERG	B	1.3%
GILD	C	1.29%
ED	D	1.26%
TT	A	1.23%
GIS	D	1.22%
CL	D	1.21%
ORCL	B	1.19%
V	A	1.13%
CDNS	B	1.11%
KR	B	1.09%
SPGI	C	1.07%
PG	A	1.06%
MCD	D	1.02%
VLTO	D	1.01%
MRK	F	1.01%
PEP	F	1.01%
NEM	D	0.99%
MA	C	0.97%
JNJ	D	0.97%
ADBE	C	0.93%
K	A	0.86%
KEYS	A	0.83%
KO	D	0.79%
PTC	A	0.78%
HUBS	A	0.77%
CRH	A	0.75%
CRM	B	0.74%
EQIX	A	0.74%
DGX	A	0.7%
HON	B	0.69%
REGN	F	0.65%
ZTS	D	0.63%
CMS	C	0.58%
KMB	D	0.55%
SRE	A	0.53%
ELV	F	0.51%
HOLX	D	0.51%
CBRE	B	0.51%
NEE	D	0.5%
CHRW	C	0.49%
JNPR	F	0.45%
CI	F	0.44%
MELI	D	0.44%
RTX	C	0.43%
CME	A	0.43%
AZO	C	0.41%
CHD	B	0.41%
ODFL	B	0.4%
ES	D	0.4%
ICE	C	0.39%
YUM	B	0.39%
GEN	B	0.38%
STX	D	0.36%
HRL	D	0.35%
KHC	F	0.34%
CLX	B	0.34%
FI	A	0.34%
INTC	D	0.34%
CVX	A	0.34%
CPB	D	0.33%
NXPI	D	0.32%
VRSN	F	0.32%
PSX	C	0.32%
HUM	C	0.31%
CNH	C	0.31%
BR	A	0.31%
CTSH	B	0.3%
AKAM	D	0.3%
LKQ	D	0.3%
TSCO	D	0.27%
AJG	B	0.25%
XYL	D	0.25%
JCI	C	0.24%
FCNCA	A	0.24%
ADSK	A	0.23%
AWK	D	0.22%
OTIS	C	0.21%
FSLR	F	0.19%
AIZ	A	0.19%
RSG	A	0.18%
INTU	C	0.18%
WTW	B	0.17%
ULTA	F	0.17%
AZPN	A	0.17%
KDP	D	0.16%
UPS	C	0.15%
TEAM	A	0.14%
DPZ	C	0.13%
JKHY	D	0.13%
MKC	D	0.12%
SOLV	C	0.11%
LDOS	C	0.11%
MPC	D	0.1%
CMCSA	B	0.09%
FAST	B	0.08%
KNX	B	0.07%
HII	D	0.06%
AON	A	0.06%
EXC	C	0.05%

ESMV Underweight 123 Positions Relative to LSEQ

Symbol	Grade	Weight
APP	B	-3.65%
PLTR	B	-2.91%
CVNA	B	-2.27%
AAL	B	-2.23%
VSCO	B	-1.95%
CASY	A	-1.91%
KSS	F	-1.89%
CCL	B	-1.89%
WMT	A	-1.84%
USFD	A	-1.82%
COST	B	-1.77%
DOCS	C	-1.75%
CPNG	D	-1.66%
RGLD	C	-1.66%
PLTK	B	-1.55%
AXTA	A	-1.54%
OGN	D	-1.54%
BSX	B	-1.52%
EXEL	B	-1.49%
SPOT	B	-1.46%
BKNG	A	-1.39%
ANET	C	-1.39%
DOCU	A	-1.38%
R	B	-1.37%
PFE	D	-1.26%
MTCH	D	-1.22%
PRGO	B	-1.21%
ZBRA	B	-1.19%
RCL	A	-1.19%
MUSA	A	-1.16%
JWN	C	-1.15%
KEX	C	-1.13%
KMI	A	-1.08%
THC	D	-1.07%
WSM	B	-1.02%
PKG	A	-1.01%
RPM	A	-0.99%
FTI	A	-0.97%
META	D	-0.95%
PEGA	A	-0.94%
EHC	B	-0.91%
TXRH	C	-0.91%
MANH	D	-0.88%
AM	A	-0.88%
DASH	A	-0.87%
HLT	A	-0.86%
DTM	B	-0.86%
WMB	A	-0.83%
NFLX	A	-0.83%
GWRE	A	-0.82%
FTNT	C	-0.81%
EXP	A	-0.77%
UAL	A	-0.77%
ISRG	A	-0.76%
GLW	B	-0.76%
LPX	B	-0.76%
TYL	B	-0.76%
NTNX	A	-0.75%
HCA	F	-0.73%
ZM	B	-0.73%
VST	B	-0.73%
GMED	A	-0.72%
NTRA	B	-0.72%
ATR	B	-0.72%
DUOL	A	-0.72%
ROST	C	-0.72%
COHR	B	-0.7%
EBAY	D	-0.69%
PFGC	B	-0.69%
TKO	B	-0.69%
PANW	C	-0.69%
UTHR	C	-0.68%
SHW	A	-0.68%
TTD	B	-0.67%
JAZZ	B	-0.67%
BURL	A	-0.67%
RBLX	C	-0.67%
SO	D	-0.67%
SYK	C	-0.66%
ITCI	C	-0.65%
HRB	D	-0.65%
DELL	C	-0.64%
NI	A	-0.64%
RMD	C	-0.63%
ILMN	D	-0.63%
SMAR	A	-0.61%
NRG	B	-0.61%
OMC	C	-0.57%
SMG	D	-0.57%
IFF	D	-0.54%
ABBV	D	-0.52%
CEG	D	-0.52%
BFAM	D	-0.49%
SMCI	F	--1.15%
IDXX	F	--1.41%
SLB	C	--1.48%
CIVI	D	--1.5%
CHRD	D	--1.53%
AAP	C	--1.55%
SNOW	C	--1.59%
ACHC	F	--1.61%
CABO	C	--1.62%
ALB	C	--1.65%
DG	F	--1.73%
APA	D	--1.74%
MEDP	D	--1.79%
LITE	B	--1.79%
DLTR	F	--1.82%
FANG	D	--1.83%
U	C	--1.89%
DXCM	D	--1.89%
WFRD	D	--1.91%
MTN	C	--1.93%
GO	C	--1.94%
WING	D	--1.98%
AMZN	C	--1.99%
TXG	F	--2.0%
DV	C	--2.05%
CAR	C	--2.13%
WBA	F	--2.17%
FIVN	C	--2.29%
NFE	D	--2.39%
OVV	B	--2.47%