HAPY vs. EQUL ETF Comparison

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

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

$23.60

Average Daily Volume

117

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$26.55

Average Daily Volume

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HAPY	EQUL
30 Days	0.56%	-1.05%
60 Days	1.82%	0.16%
90 Days	7.54%	7.02%
12 Months	37.37%	33.49%

7 Overlapping Holdings

Symbol	Grade	Weight in HAPY	Weight in EQUL	Overlap
ADSK	B	1.44%	1.44%	1.44%
CL	D	1.2%	1.19%	1.19%
CMI	B	1.39%	1.46%	1.39%
ETSY	D	1.2%	1.17%	1.17%
INTU	D	1.17%	1.29%	1.17%
MA	B	1.36%	1.35%	1.35%
MRK	F	1.18%	1.17%	1.17%

HAPY Overweight 68 Positions Relative to EQUL

Symbol	Grade	Weight
DAL	A	1.74%
CIEN	B	1.62%
GWRE	B	1.58%
TRV	B	1.51%
IOT	B	1.5%
SYF	B	1.49%
BKNG	A	1.48%
PNFP	A	1.48%
EVR	B	1.46%
PHM	D	1.46%
EWBC	A	1.45%
SMAR	A	1.44%
DAY	A	1.44%
SSB	B	1.44%
SLAB	F	1.44%
CFR	A	1.43%
FDS	B	1.43%
STLD	B	1.43%
DBX	B	1.43%
LULU	C	1.43%
ALLE	C	1.42%
NVDA	B	1.42%
DE	B	1.41%
TRMB	B	1.41%
LAMR	B	1.4%
S	B	1.4%
PCOR	B	1.38%
NOW	B	1.37%
INTC	D	1.37%
AMD	F	1.36%
MDB	F	1.36%
RLI	B	1.35%
LHX	A	1.34%
EXC	C	1.34%
GEHC	D	1.33%
MSCI	C	1.33%
CME	A	1.33%
LMT	D	1.32%
AEE	B	1.32%
ACGL	D	1.31%
DLB	C	1.3%
GGG	F	1.3%
NDAQ	B	1.3%
CMC	B	1.29%
SO	B	1.29%
AAPL	C	1.28%
NSA	D	1.26%
DOC	B	1.25%
MMS	D	1.25%
GOOGL	A	1.25%
CBOE	A	1.25%
TXN	B	1.24%
TER	F	1.24%
EXR	D	1.24%
SPSC	F	1.23%
JNPR	A	1.23%
MSFT	D	1.22%
PLD	F	1.21%
CPT	D	1.21%
CDNS	C	1.18%
COP	C	1.18%
CABO	D	1.17%
PSTG	D	1.15%
DV	F	1.15%
SRPT	D	1.14%
ADBE	F	1.12%
OXY	F	1.11%
RIG	D	1.03%

HAPY Underweight 67 Positions Relative to EQUL

Symbol	Grade	Weight
WFC	A	-1.61%
DASH	A	-1.58%
AA	B	-1.58%
VFC	A	-1.58%
LYFT	C	-1.58%
CRM	B	-1.55%
MAR	A	-1.51%
ILMN	B	-1.5%
PYPL	B	-1.5%
GLOB	B	-1.49%
META	B	-1.48%
UBER	C	-1.47%
C	A	-1.47%
GM	B	-1.46%
HLT	B	-1.45%
GS	B	-1.44%
ALB	C	-1.44%
BAC	B	-1.44%
JPM	A	-1.42%
MET	C	-1.42%
WELL	A	-1.41%
BMY	A	-1.4%
KEYS	C	-1.38%
ACN	C	-1.37%
NYT	A	-1.37%
WBA	C	-1.37%
BSX	B	-1.35%
VTR	A	-1.35%
PARA	C	-1.34%
BMRN	F	-1.33%
ECL	C	-1.33%
MCD	C	-1.32%
YUM	D	-1.32%
K	A	-1.32%
IFF	D	-1.3%
XYL	F	-1.3%
DOW	F	-1.3%
VRSK	B	-1.3%
AFRM	A	-1.29%
IPG	F	-1.28%
F	D	-1.28%
JNJ	D	-1.27%
PEP	D	-1.26%
NBIX	D	-1.26%
SCI	A	-1.26%
MCO	D	-1.26%
HAS	D	-1.25%
SJM	F	-1.25%
PG	D	-1.25%
AMGN	C	-1.25%
CLX	C	-1.25%
Z	D	-1.24%
KMB	D	-1.24%
SPGI	D	-1.23%
VZ	D	-1.22%
BIIB	F	-1.22%
KO	D	-1.21%
GIS	D	-1.21%
MDLZ	D	-1.21%
CRL	F	-1.2%
HSY	F	-1.19%
NEM	D	-1.19%
WEX	F	-1.15%
OGN	D	-1.13%
COTY	F	-1.11%
HALO	D	-1.07%
CNC	F	-1.05%