HAPS vs. SDVY ETF Comparison

Comparison of Harbor Corporate Culture Small Cap ETF (HAPS) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
HAPS

Harbor Corporate Culture Small Cap ETF

HAPS Description

The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 200 small cap U.S. companies identified by Irrational Capital LLC those it believes to possess strong corporate culture based on its proprietary scoring methodology.

Grade (RS Rating)

Last Trade

$27.43

Average Daily Volume

3,394

Number of Holdings *

10

* may have additional holdings in another (foreign) market
SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

SDVY Description The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.

Grade (RS Rating)

Last Trade

$34.11

Average Daily Volume

1,004,752

Number of Holdings *

98

* may have additional holdings in another (foreign) market
Performance
Period HAPS SDVY
30 Days 0.38% -0.32%
60 Days -1.64% 2.44%
90 Days 1.81% 7.56%
12 Months 13.67% 35.84%
1 Overlapping Holdings
Symbol Grade Weight in HAPS Weight in SDVY Overlap
NSP B 1.58% 1.11% 1.11%
HAPS Overweight 9 Positions Relative to SDVY
Symbol Grade Weight
BPMC B 1.99%
AZEK D 1.86%
TPG C 1.82%
CBT B 1.8%
IOT B 1.63%
MOG.A A 1.61%
AWI D 1.54%
LBRT B 1.54%
NSA D 1.48%
HAPS Underweight 97 Positions Relative to SDVY
Symbol Grade Weight
DELL B -1.17%
JXN A -1.14%
MLI A -1.12%
MGY B -1.11%
CHK B -1.1%
WHD B -1.09%
SLVM A -1.09%
CADE B -1.08%
SM B -1.08%
OZK B -1.08%
EME A -1.07%
TPL B -1.07%
FBP A -1.07%
SLM B -1.07%
CHX D -1.07%
SYF B -1.07%
BPOP A -1.07%
BCC D -1.06%
CMA B -1.06%
EQH A -1.06%
WTTR B -1.06%
PRDO B -1.06%
PHIN A -1.06%
AESI B -1.06%
EDR A -1.06%
MATX B -1.05%
FITB A -1.05%
CFG A -1.05%
KTB B -1.05%
IBOC A -1.05%
OMC B -1.05%
MTH A -1.05%
CRBG A -1.05%
OC A -1.04%
ZION B -1.04%
ALLY B -1.04%
HBAN A -1.04%
WTFC B -1.03%
CRC D -1.03%
ITT B -1.03%
RF B -1.03%
RGA A -1.03%
TEX C -1.02%
EWBC A -1.02%
PHM B -1.01%
FIX A -1.01%
AGCO D -1.01%
WLK B -1.01%
WSM B -1.0%
CMC C -1.0%
VSH C -1.0%
IBP D -0.99%
UNM B -0.99%
NTAP B -0.99%
CINF D -0.99%
WMS C -0.99%
DINO F -0.98%
AFG D -0.98%
ESNT C -0.98%
UFPI C -0.98%
TOL B -0.98%
EBC B -0.98%
CALM D -0.98%
SXC D -0.98%
GRMN A -0.98%
IPG D -0.97%
AMKR C -0.97%
WGO F -0.97%
STLD D -0.97%
DKS B -0.97%
LSTR D -0.97%
SNV C -0.97%
RDN C -0.97%
MCRI D -0.97%
J D -0.97%
VOYA B -0.97%
MTG C -0.97%
LEA F -0.96%
CF F -0.96%
EXPD D -0.95%
BKE D -0.95%
KBH C -0.95%
AOS D -0.95%
BEN F -0.94%
SNA D -0.94%
G D -0.93%
IEX D -0.93%
EG C -0.93%
LECO D -0.92%
RL D -0.92%
RS D -0.91%
RHI D -0.9%
GGG D -0.89%
CCS D -0.89%
ETD D -0.89%
SSTK F -0.87%
CRI F -0.83%
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