HIBL vs. INFO ETF Comparison

Comparison of Direxion Daily S&P 500 High Beta Bull 3X Shares (HIBL) to Harbor PanAgora Dynamic Large Cap Core ETF (INFO)

HIBL

Direxion Daily S&P 500 High Beta Bull 3X Shares

HIBL Description

The investment seeks daily investment results, before fees and expenses, of 300% of the daily performance of the S&P 500Â® High Beta Index. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments that track the index and other financial instruments that provide daily leveraged exposure to the index or to ETFs that track the index. The index provider selects 100 securities to include in the index from the S&P 500Â® Index that have the highest sensitivity to market movements, or beta over the past 12 months as determined by the index provider. It is non-diversified.

Grade (RS Rating)

Last Trade

$48.97

Average Daily Volume

66,246

Number of Holdings ^*

* 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	HIBL	INFO
30 Days	12.67%	1.88%
60 Days	12.13%
90 Days	15.13%
12 Months	70.37%

21 Overlapping Holdings

Symbol	Grade	Weight in HIBL	Weight in INFO	Overlap
AMAT	F	0.88%	0.93%	0.88%
AMD	F	1.13%	0.19%	0.19%
AMZN	C	0.77%	4.08%	0.77%
ANET	C	1.0%	0.82%	0.82%
AVGO	D	1.16%	1.22%	1.16%
CRM	B	0.82%	1.54%	0.82%
DHI	D	0.5%	0.22%	0.22%
GE	D	0.57%	1.1%	0.57%
INTU	C	0.66%	0.81%	0.66%
LRCX	F	0.88%	0.87%	0.87%
META	D	0.88%	3.01%	0.88%
MU	D	0.91%	0.23%	0.23%
NOW	A	0.81%	1.2%	0.81%
NVDA	C	1.51%	7.25%	1.51%
NXPI	D	0.71%	0.17%	0.17%
PH	A	0.71%	0.13%	0.13%
PYPL	B	0.77%	0.43%	0.43%
QCOM	F	0.76%	0.89%	0.76%
QRVO	F	0.41%	0.19%	0.19%
TSLA	B	1.46%	1.38%	1.38%
UBER	D	0.68%	0.34%	0.34%

HIBL Overweight 76 Positions Relative to INFO

Symbol	Grade	Weight
NCLH	B	1.22%
CCL	B	1.19%
CRWD	B	1.15%
UAL	A	1.1%
ALB	C	1.09%
VST	B	1.03%
GNRC	B	1.0%
BLDR	D	0.98%
URI	B	0.92%
CZR	F	0.91%
RCL	A	0.91%
MPWR	F	0.88%
ON	D	0.87%
BX	A	0.87%
DAY	B	0.86%
TER	D	0.86%
ORCL	B	0.85%
KKR	A	0.85%
PWR	A	0.84%
CDNS	B	0.83%
SNPS	B	0.81%
JBL	B	0.81%
KLAC	D	0.8%
ETN	A	0.78%
PODD	C	0.77%
ADSK	A	0.76%
WDC	D	0.75%
PANW	C	0.75%
FICO	B	0.73%
ABNB	C	0.73%
CEG	D	0.73%
ALGN	D	0.73%
HUBB	B	0.72%
BXP	D	0.72%
BKNG	A	0.72%
LW	C	0.71%
ZBRA	B	0.71%
SMCI	F	0.7%
INTC	D	0.69%
CARR	D	0.69%
KEYS	A	0.69%
MCHP	D	0.68%
LULU	C	0.67%
KEY	B	0.66%
DECK	A	0.66%
ISRG	A	0.64%
GOOG	C	0.63%
ADI	D	0.63%
ANSS	B	0.61%
CRL	C	0.61%
APH	A	0.6%
ROK	B	0.6%
PHM	D	0.6%
FCX	D	0.59%
WBD	C	0.59%
TROW	B	0.58%
EPAM	C	0.58%
IVZ	B	0.58%
RMD	C	0.58%
SWKS	F	0.57%
TXN	C	0.57%
ADBE	C	0.57%
KMX	B	0.56%
CPRT	A	0.56%
MHK	D	0.55%
FSLR	F	0.55%
ARE	D	0.54%
MLM	B	0.54%
LEN	D	0.53%
MGM	D	0.53%
EFX	F	0.53%
IDXX	F	0.49%
ENPH	F	0.47%
IQV	D	0.47%
APTV	D	0.43%
AES	F	0.42%

HIBL Underweight 95 Positions Relative to INFO

Symbol	Grade	Weight
AAPL	C	-6.96%
MSFT	F	-6.1%
GOOGL	C	-3.86%
JPM	A	-1.87%
MA	C	-1.61%
WMT	A	-1.22%
XOM	B	-1.16%
V	A	-1.13%
NFLX	A	-1.13%
MRK	F	-1.12%
WFC	A	-1.12%
TJX	A	-1.04%
GM	B	-1.02%
SYF	B	-1.01%
BRK.A	B	-0.99%
BKR	B	-0.97%
TT	A	-0.95%
MSI	B	-0.95%
LMT	D	-0.94%
JNJ	D	-0.94%
MCK	B	-0.94%
LLY	F	-0.91%
COST	B	-0.89%
CI	F	-0.88%
SPG	B	-0.86%
CMCSA	B	-0.86%
ETR	B	-0.85%
ALL	A	-0.83%
MSCI	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%
PEP	F	-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%
TGT	F	-0.68%
NTAP	C	-0.68%
FTV	C	-0.64%
BMY	B	-0.64%
MDLZ	F	-0.62%
VRSK	A	-0.61%
MPC	D	-0.61%
ECL	D	-0.57%
AXP	A	-0.56%
INVH	D	-0.56%
CL	D	-0.55%
KR	B	-0.52%
MTD	D	-0.48%
BK	A	-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%
NEE	D	-0.36%
INGR	B	-0.35%
FTI	A	-0.35%
VEEV	C	-0.35%
PG	A	-0.35%
RPM	A	-0.34%
UNH	C	-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%
SNOW	C	-0.22%
AXS	A	-0.2%
MKC	D	-0.2%
NOV	C	-0.19%
DTE	C	-0.18%
EOG	A	-0.16%
DUK	C	-0.13%
MTG	C	-0.13%
NOC	D	-0.1%
THC	D	-0.09%
AMT	D	-0.08%
HD	A	-0.08%
EQH	B	-0.07%
TOL	B	-0.06%
HLT	A	-0.05%