INFO vs. QUVU ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to Hartford Quality Value ETF (QUVU)
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
QUVU

Hartford Quality Value ETF

QUVU Description Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in common stocks of issuers located in the United States. The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Value Index.

Grade (RS Rating)

Last Trade

$26.85

Average Daily Volume

5,461

Number of Holdings *

64

* may have additional holdings in another (foreign) market
Performance
Period INFO QUVU
30 Days 1.88% 1.94%
60 Days 3.58%
90 Days 4.59%
12 Months 23.79%
18 Overlapping Holdings
Symbol Grade Weight in INFO Weight in QUVU Overlap
AMT D 0.08% 1.36% 0.08%
AXP A 0.56% 2.69% 0.56%
CMCSA B 0.86% 1.3% 0.86%
DUK C 0.13% 1.66% 0.13%
EOG A 0.16% 2.27% 0.16%
GOOGL C 3.86% 0.98% 0.98%
JPM A 1.87% 3.89% 1.87%
LMT D 0.94% 1.63% 0.94%
MDLZ F 0.62% 0.8% 0.62%
MMC B 0.81% 1.63% 0.81%
MRK F 1.12% 1.12% 1.12%
NXPI D 0.17% 1.17% 0.17%
QCOM F 0.89% 1.42% 0.89%
SPG B 0.86% 1.16% 0.86%
TJX A 1.04% 0.9% 0.9%
UNH C 0.34% 3.46% 0.34%
WAB B 0.27% 1.27% 0.27%
WFC A 1.12% 3.48% 1.12%
INFO Overweight 98 Positions Relative to QUVU
Symbol Grade Weight
NVDA C 7.25%
AAPL C 6.96%
MSFT F 6.1%
AMZN C 4.08%
META D 3.01%
MA C 1.61%
CRM B 1.54%
TSLA B 1.38%
AVGO D 1.22%
WMT A 1.22%
NOW A 1.2%
XOM B 1.16%
V A 1.13%
NFLX A 1.13%
GE D 1.1%
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%
JNJ D 0.94%
MCK B 0.94%
AMAT F 0.93%
LLY F 0.91%
COST B 0.89%
CI F 0.88%
LRCX F 0.87%
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%
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%
VRSK A 0.61%
MPC D 0.61%
ECL D 0.57%
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%
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%
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%
UBER D 0.34%
ALNY D 0.3%
ILMN D 0.3%
ATR B 0.3%
CBSH A 0.25%
UNM A 0.25%
EBAY D 0.25%
MU D 0.23%
DHI D 0.22%
SNOW C 0.22%
AXS A 0.2%
MKC D 0.2%
AMD F 0.19%
QRVO F 0.19%
NOV C 0.19%
DTE C 0.18%
MTG C 0.13%
PH A 0.13%
NOC D 0.1%
THC D 0.09%
HD A 0.08%
EQH B 0.07%
TOL B 0.06%
HLT A 0.05%
INFO Underweight 46 Positions Relative to QUVU
Symbol Grade Weight
MS A -2.98%
PM B -2.86%
WMB A -2.32%
BAC A -2.19%
KNX B -2.11%
CSCO B -2.04%
OMC C -1.98%
MDT D -1.91%
ATO A -1.83%
HON B -1.82%
CTSH B -1.81%
UL D -1.81%
CVX A -1.8%
AEP D -1.73%
PFE D -1.71%
SRE A -1.63%
PFG D -1.58%
TTE F -1.58%
ACN C -1.55%
AZN D -1.55%
DIS B -1.44%
ELV F -1.42%
TXN C -1.33%
NVS D -1.3%
FMC D -1.3%
BDX F -1.28%
LKQ D -1.25%
CB C -1.25%
AIG B -1.22%
ARMK B -1.21%
KDP D -1.21%
DAL C -1.08%
TSN B -1.05%
OTIS C -0.98%
AMCR D -0.97%
CTRA B -0.96%
PSA D -0.92%
SYY B -0.89%
BHP F -0.88%
HST C -0.83%
ROP B -0.74%
MET A -0.67%
KVUE A -0.66%
LOW D -0.57%
CE F -0.4%
GILD C -0.29%
Compare ETFs