INFO vs. NULC ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to Nuveen ESG Large-Cap ETF (NULC)

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

NULC

Nuveen ESG Large-Cap ETF

NULC Description

The investment seeks to track the investment results, before fees and expenses, of the ICE BofAML Enhanced Yield 1-5 Year US Broad Bond Index (the "index"). Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index. The index is designed to broadly capture the 1-5 year U.S. investment grade fixed income market, as represented by a modified version of the ICE BofAML 1-5 Year US Broad Market Index.

Grade (RS Rating)

Last Trade

$48.43

Average Daily Volume

1,139

Number of Holdings ^*

121

* may have additional holdings in another (foreign) market

Performance

Period	INFO	NULC
30 Days	1.88%	2.83%
60 Days		5.29%
90 Days		7.13%
12 Months		30.46%

35 Overlapping Holdings

Symbol	Grade	Weight in INFO	Weight in NULC	Overlap
A	D	0.73%	0.19%	0.19%
AMAT	F	0.93%	0.94%	0.93%
AMD	F	0.19%	0.73%	0.19%
AMT	D	0.08%	1.01%	0.08%
BKR	B	0.97%	0.86%	0.86%
CBOE	B	0.73%	0.43%	0.43%
CI	F	0.88%	0.08%	0.08%
CMCSA	B	0.86%	0.75%	0.75%
CRM	B	1.54%	1.59%	1.54%
EBAY	D	0.25%	0.45%	0.25%
ECL	D	0.57%	1.2%	0.57%
EQIX	A	0.69%	0.42%	0.42%
EXC	C	0.76%	0.75%	0.75%
FTV	C	0.64%	0.43%	0.43%
GOOGL	C	3.86%	2.91%	2.91%
HD	A	0.08%	0.21%	0.08%
HOLX	D	0.73%	0.35%	0.35%
KR	B	0.52%	0.44%	0.44%
LLY	F	0.91%	2.08%	0.91%
MA	C	1.61%	2.09%	1.61%
MCK	B	0.94%	1.49%	0.94%
MELI	D	0.36%	1.32%	0.36%
MMC	B	0.81%	1.38%	0.81%
MSFT	F	6.1%	6.71%	6.1%
NTAP	C	0.68%	0.5%	0.5%
NVDA	C	7.25%	8.24%	7.25%
NXPI	D	0.17%	0.1%	0.1%
PEP	F	0.76%	0.74%	0.74%
PG	A	0.35%	1.47%	0.35%
SPGI	C	0.69%	1.51%	0.69%
TGT	F	0.68%	0.8%	0.68%
TJX	A	1.04%	1.28%	1.04%
TSLA	B	1.38%	1.95%	1.38%
V	A	1.13%	2.21%	1.13%
VEEV	C	0.35%	0.63%	0.35%

INFO Overweight 81 Positions Relative to NULC

Symbol	Grade	Weight
AAPL	C	6.96%
AMZN	C	4.08%
META	D	3.01%
JPM	A	1.87%
AVGO	D	1.22%
WMT	A	1.22%
NOW	A	1.2%
XOM	B	1.16%
NFLX	A	1.13%
MRK	F	1.12%
WFC	A	1.12%
GE	D	1.1%
GM	B	1.02%
SYF	B	1.01%
BRK.A	B	0.99%
TT	A	0.95%
MSI	B	0.95%
LMT	D	0.94%
JNJ	D	0.94%
QCOM	F	0.89%
COST	B	0.89%
LRCX	F	0.87%
SPG	B	0.86%
ETR	B	0.85%
ALL	A	0.83%
MSCI	C	0.82%
ANET	C	0.82%
INTU	C	0.81%
HIG	B	0.79%
LDOS	C	0.78%
EQR	B	0.76%
CTVA	C	0.76%
NRG	B	0.74%
MAS	D	0.72%
BMY	B	0.64%
MDLZ	F	0.62%
VRSK	A	0.61%
MPC	D	0.61%
AXP	A	0.56%
INVH	D	0.56%
CL	D	0.55%
MTD	D	0.48%
BK	A	0.48%
AVY	D	0.46%
GDDY	A	0.43%
PYPL	B	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%
NEE	D	0.36%
INGR	B	0.35%
FTI	A	0.35%
RPM	A	0.34%
UNH	C	0.34%
UBER	D	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%
MU	D	0.23%
DHI	D	0.22%
SNOW	C	0.22%
AXS	A	0.2%
MKC	D	0.2%
QRVO	F	0.19%
NOV	C	0.19%
DTE	C	0.18%
EOG	A	0.16%
DUK	C	0.13%
MTG	C	0.13%
PH	A	0.13%
NOC	D	0.1%
THC	D	0.09%
EQH	B	0.07%
TOL	B	0.06%
HLT	A	0.05%

INFO Underweight 86 Positions Relative to NULC

Symbol	Grade	Weight
GOOG	C	-1.78%
FI	A	-1.75%
ETN	A	-1.74%
IBM	C	-1.71%
DIS	B	-1.66%
PGR	A	-1.58%
KO	D	-1.57%
MS	A	-1.57%
DHR	F	-1.31%
OKE	A	-1.3%
PNC	B	-1.28%
CARR	D	-1.18%
MCD	D	-1.17%
HCA	F	-1.16%
INTC	D	-1.07%
UPS	C	-1.06%
LNG	B	-0.98%
ADP	B	-0.97%
MRVL	B	-0.96%
AMGN	D	-0.96%
CMG	B	-0.96%
C	A	-0.94%
SNPS	B	-0.91%
T	A	-0.88%
AXON	A	-0.87%
EW	C	-0.78%
LOW	D	-0.78%
HPQ	B	-0.71%
GILD	C	-0.69%
ED	D	-0.65%
TXN	C	-0.61%
CDNS	B	-0.6%
KEYS	A	-0.57%
ZTS	D	-0.56%
MMM	D	-0.56%
HPE	B	-0.54%
TEAM	A	-0.53%
ADM	D	-0.5%
TRV	B	-0.49%
URI	B	-0.47%
IRM	D	-0.46%
WST	C	-0.45%
BKNG	A	-0.45%
ADBE	C	-0.45%
AWK	D	-0.44%
LYB	F	-0.41%
STLD	B	-0.41%
WDC	D	-0.41%
TFC	A	-0.38%
STX	D	-0.38%
TRU	D	-0.37%
FSLR	F	-0.36%
HOOD	B	-0.36%
EA	A	-0.36%
TRMB	B	-0.34%
BALL	D	-0.33%
DECK	A	-0.32%
J	F	-0.32%
VRTX	F	-0.3%
MCO	B	-0.3%
GS	A	-0.23%
FDX	B	-0.23%
JNPR	F	-0.22%
VZ	C	-0.22%
SOLV	C	-0.2%
EME	C	-0.19%
NEM	D	-0.19%
PANW	C	-0.18%
MOS	F	-0.16%
MKTX	D	-0.16%
LPLA	A	-0.13%
CAH	B	-0.13%
DINO	D	-0.13%
ACGL	D	-0.12%
USB	A	-0.07%
IT	C	-0.07%
AKAM	D	-0.07%
WELL	A	-0.07%
WTW	B	-0.05%
IDXX	F	-0.05%
UNP	C	-0.04%
DXCM	D	-0.03%
AZO	C	-0.03%
FBIN	D	-0.02%
BG	F	-0.01%
DOV	A	-0.01%