HUSV vs. WINN ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to Harbor Long-Term Growers ETF (WINN)

HUSV

First Trust Horizon Managed Volatility Domestic ETF

HUSV Description

The First Trust Horizon Managed Volatility Domestic ETF is an actively managed exchange-traded fund. The Fund's investment objective is to provide capital appreciation. Under normal market conditions, the Fund will seek to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in common stocks of domestic companies listed and traded on U.S. national securities exchanges that Horizon Investments, LLC believes exhibit low future expected volatility.

Grade (RS Rating)

Last Trade

$38.12

Average Daily Volume

8,176

Number of Holdings ^*

* may have additional holdings in another (foreign) market

WINN

Harbor Long-Term Growers ETF

WINN Description

Harbor Long-Term Growers ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Jennison Associates LLC. 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 stocks of companies operating across diversified market capitalizations. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor ETF Trust - Harbor Long-Term Growers ETF was formed on February 2, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$25.58

Average Daily Volume

91,036

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	WINN
30 Days	1.23%	2.94%
60 Days	4.99%	5.79%
90 Days	7.98%	1.15%
12 Months	23.30%	43.72%

9 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in WINN	Overlap
HLT	B	0.61%	1.09%	0.61%
MA	B	1.88%	1.87%	1.87%
MRK	F	0.97%	0.76%	0.76%
MSFT	C	2.18%	10.77%	2.18%
ORLY	B	0.77%	0.67%	0.67%
REGN	D	0.71%	1.07%	0.71%
TJX	C	1.05%	0.44%	0.44%
V	C	2.06%	2.04%	2.04%
WMT	B	1.73%	0.26%	0.26%

HUSV Overweight 64 Positions Relative to WINN

Symbol	Grade	Weight
BRK.A	C	2.63%
CSCO	B	2.62%
KO	B	2.58%
CTSH	B	2.58%
CL	C	2.47%
RSG	D	2.45%
PTC	C	2.32%
TEL	D	2.26%
MSI	B	2.25%
ROP	C	2.24%
TMUS	B	2.21%
APH	C	2.12%
MMC	C	2.0%
LMT	A	1.95%
WM	D	1.93%
VRSN	C	1.9%
PG	C	1.89%
L	D	1.8%
ITW	B	1.78%
JNJ	C	1.5%
DUK	B	1.38%
PEP	D	1.36%
PM	C	1.36%
MCD	B	1.35%
KMB	C	1.31%
KMI	C	1.25%
ADP	C	1.25%
HON	C	1.24%
ATO	B	1.21%
AVY	C	1.18%
CHD	C	1.16%
YUM	B	1.15%
CSX	C	1.14%
MO	C	1.11%
OTIS	B	1.09%
AME	C	1.06%
AMP	B	1.02%
GD	C	1.0%
AJG	D	1.0%
DRI	C	0.98%
HIG	B	0.97%
SPGI	C	0.97%
LIN	B	0.94%
ICE	C	0.93%
ED	B	0.93%
ABT	C	0.9%
MDLZ	C	0.89%
LDOS	A	0.87%
EA	D	0.85%
PPL	A	0.83%
HOLX	D	0.82%
WMB	C	0.81%
BSX	B	0.78%
OKE	C	0.75%
ROST	C	0.7%
MDT	B	0.69%
WELL	C	0.68%
O	B	0.68%
ECL	B	0.64%
MCK	F	0.61%
LYB	D	0.59%
REG	C	0.58%
INVH	D	0.53%
SYY	C	0.49%

HUSV Underweight 57 Positions Relative to WINN

Symbol	Grade	Weight
NVDA	C	-10.24%
AMZN	C	-8.16%
AAPL	C	-8.05%
META	B	-5.25%
NFLX	B	-4.29%
AVGO	C	-3.52%
LLY	D	-3.43%
GOOGL	D	-2.9%
COST	C	-2.49%
TSLA	C	-2.05%
MELI	C	-2.03%
NVO	F	-1.66%
TTD	B	-1.35%
BA	F	-1.2%
UBER	C	-1.18%
ETN	C	-1.07%
AMGN	D	-1.03%
ABNB	D	-0.98%
APO	B	-0.97%
VRTX	D	-0.96%
DIS	D	-0.96%
SNPS	F	-0.8%
GE	C	-0.79%
UNH	C	-0.78%
CDNS	D	-0.77%
SNY	B	-0.77%
BMY	C	-0.77%
MDB	D	-0.75%
AMD	C	-0.68%
CRWD	D	-0.66%
AMT	C	-0.64%
LRCX	D	-0.58%
CRM	C	-0.53%
MCHP	D	-0.51%
MCO	C	-0.47%
FICO	B	-0.38%
AZN	D	-0.38%
BX	C	-0.35%
MAR	B	-0.33%
HD	B	-0.32%
ISRG	C	-0.32%
NU	C	-0.3%
JPM	D	-0.3%
NOW	C	-0.29%
PANW	D	-0.28%
DDOG	D	-0.27%
PGR	C	-0.27%
ANET	C	-0.26%
ADBE	F	-0.25%
MRVL	D	-0.25%
ASML	F	-0.25%
DXCM	F	-0.24%
GS	B	-0.23%
ADI	C	-0.22%
CMG	D	-0.22%
SNOW	F	-0.22%
HUBS	D	-0.17%