INFO vs. SHE ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to SPDR SSGA Gender Diversity Index ETF (SHE)

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

SHE

SPDR SSGA Gender Diversity Index ETF

SHE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$119.89

Average Daily Volume

3,450

Number of Holdings ^*

239

* may have additional holdings in another (foreign) market

Performance

Period	INFO	SHE
30 Days	1.88%	2.93%
60 Days		5.56%
90 Days		7.44%
12 Months		34.03%

58 Overlapping Holdings

Symbol	Grade	Weight in INFO	Weight in SHE	Overlap
AAPL	C	6.96%	4.14%	4.14%
ALL	A	0.83%	0.18%	0.18%
ALNY	D	0.3%	0.12%	0.12%
AXP	A	0.56%	0.65%	0.56%
BK	A	0.48%	0.21%	0.21%
BKR	B	0.97%	0.14%	0.14%
CI	F	0.88%	0.32%	0.32%
CL	D	0.55%	0.26%	0.26%
CNC	D	0.41%	0.12%	0.12%
COST	B	0.89%	1.13%	0.89%
DD	D	0.42%	0.1%	0.1%
DHI	D	0.22%	0.22%	0.22%
DTE	C	0.18%	0.11%	0.11%
DUK	C	0.13%	0.27%	0.13%
EBAY	D	0.25%	0.14%	0.14%
ECL	D	0.57%	0.2%	0.2%
EOG	A	0.16%	0.21%	0.16%
EQIX	A	0.69%	0.25%	0.25%
EQR	B	0.76%	0.09%	0.09%
ETR	B	0.85%	0.11%	0.11%
EXC	C	0.76%	0.13%	0.13%
FTV	C	0.64%	0.1%	0.1%
GDDY	A	0.43%	0.47%	0.43%
GE	D	1.1%	0.58%	0.58%
HIG	B	0.79%	0.15%	0.15%
HLT	A	0.05%	0.53%	0.05%
ILMN	D	0.3%	0.08%	0.08%
INTU	C	0.81%	3.56%	0.81%
INVH	D	0.56%	0.09%	0.09%
JNJ	D	0.94%	1.41%	0.94%
JPM	A	1.87%	2.69%	1.87%
KR	B	0.52%	0.15%	0.15%
LDOS	C	0.78%	0.1%	0.1%
LLY	F	0.91%	2.32%	0.91%
MCK	B	0.94%	0.31%	0.31%
META	D	3.01%	4.59%	3.01%
MMC	B	0.81%	0.43%	0.43%
MRK	F	1.12%	0.89%	0.89%
MSFT	F	6.1%	4.17%	4.17%
NFLX	A	1.13%	1.78%	1.13%
NOC	D	0.1%	0.31%	0.1%
NVDA	C	7.25%	4.79%	4.79%
PG	A	0.35%	1.5%	0.35%
ROST	C	0.41%	0.41%	0.41%
RPM	A	0.34%	0.05%	0.05%
SPG	B	0.86%	0.22%	0.22%
SPGI	C	0.69%	0.58%	0.58%
SSNC	B	0.37%	0.07%	0.07%
SYF	B	1.01%	0.09%	0.09%
TGT	F	0.68%	0.27%	0.27%
TJX	A	1.04%	1.21%	1.04%
TT	A	0.95%	0.34%	0.34%
UBER	D	0.34%	0.57%	0.34%
UNH	C	0.34%	1.75%	0.34%
V	A	1.13%	1.62%	1.13%
WAB	B	0.27%	0.11%	0.11%
WFC	A	1.12%	0.97%	0.97%
XOM	B	1.16%	1.46%	1.16%

INFO Overweight 58 Positions Relative to SHE

Symbol	Grade	Weight
AMZN	C	4.08%
GOOGL	C	3.86%
MA	C	1.61%
CRM	B	1.54%
TSLA	B	1.38%
AVGO	D	1.22%
WMT	A	1.22%
NOW	A	1.2%
GM	B	1.02%
BRK.A	B	0.99%
MSI	B	0.95%
LMT	D	0.94%
AMAT	F	0.93%
QCOM	F	0.89%
LRCX	F	0.87%
CMCSA	B	0.86%
MSCI	C	0.82%
ANET	C	0.82%
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%
NTAP	C	0.68%
BMY	B	0.64%
MDLZ	F	0.62%
VRSK	A	0.61%
MPC	D	0.61%
MTD	D	0.48%
AVY	D	0.46%
PYPL	B	0.43%
WDAY	B	0.42%
DASH	A	0.4%
MELI	D	0.36%
NEE	D	0.36%
INGR	B	0.35%
FTI	A	0.35%
VEEV	C	0.35%
ATR	B	0.3%
CBSH	A	0.25%
UNM	A	0.25%
MU	D	0.23%
SNOW	C	0.22%
AXS	A	0.2%
MKC	D	0.2%
AMD	F	0.19%
QRVO	F	0.19%
NOV	C	0.19%
NXPI	D	0.17%
MTG	C	0.13%
PH	A	0.13%
THC	D	0.09%
AMT	D	0.08%
HD	A	0.08%
EQH	B	0.07%
TOL	B	0.06%

INFO Underweight 181 Positions Relative to SHE

Symbol	Grade	Weight
ACN	C	-4.39%
CSCO	B	-4.03%
INTC	D	-1.87%
BKNG	A	-1.33%
ADSK	A	-1.25%
BAC	A	-1.2%
FTNT	C	-1.08%
KO	D	-0.99%
CVX	A	-0.98%
LOW	D	-0.96%
SBUX	A	-0.94%
CAT	B	-0.94%
LIN	D	-0.89%
VZ	C	-0.77%
ABT	B	-0.73%
PGR	A	-0.67%
MAR	B	-0.65%
T	A	-0.63%
CMG	B	-0.63%
HUBS	A	-0.58%
HON	B	-0.52%
TMUS	B	-0.52%
ETN	A	-0.51%
C	A	-0.51%
RTX	C	-0.5%
ANSS	B	-0.49%
SCHW	B	-0.47%
VRTX	F	-0.45%
CDW	F	-0.44%
TYL	B	-0.44%
NKE	D	-0.42%
GILD	C	-0.42%
MDT	D	-0.41%
ABNB	C	-0.36%
LULU	C	-0.33%
MCO	B	-0.33%
PNC	B	-0.32%
DE	A	-0.32%
ZTS	D	-0.31%
RCL	A	-0.31%
FLUT	A	-0.31%
ITW	B	-0.29%
TWLO	A	-0.28%
TSCO	D	-0.26%
BA	F	-0.26%
MMM	D	-0.25%
CVS	D	-0.25%
EMR	A	-0.25%
TFC	A	-0.24%
COF	B	-0.24%
JCI	C	-0.24%
CMI	A	-0.24%
D	C	-0.23%
DLR	B	-0.22%
AKAM	D	-0.22%
FDX	B	-0.22%
WCN	A	-0.21%
VST	B	-0.2%
NEM	D	-0.2%
CARR	D	-0.19%
PSA	D	-0.19%
AIG	B	-0.19%
PRU	A	-0.19%
CHTR	C	-0.18%
NSC	B	-0.18%
PEG	A	-0.17%
GWW	B	-0.17%
LNG	B	-0.17%
SQ	B	-0.17%
FIS	C	-0.17%
AEP	D	-0.16%
O	D	-0.16%
ULTA	F	-0.16%
BURL	A	-0.15%
COR	B	-0.15%
PSX	C	-0.15%
IDXX	F	-0.14%
DECK	A	-0.14%
MTB	A	-0.14%
CSGP	D	-0.14%
WSM	B	-0.14%
VICI	C	-0.14%
OXY	D	-0.14%
ED	D	-0.13%
IRM	D	-0.13%
GIS	D	-0.13%
WTW	B	-0.13%
TTD	B	-0.13%
EIX	B	-0.13%
EXR	D	-0.12%
STZ	D	-0.12%
VLTO	D	-0.12%
AWK	D	-0.12%
XEL	A	-0.12%
VTR	C	-0.12%
FITB	A	-0.12%
EA	A	-0.12%
AVB	B	-0.11%
WEC	A	-0.11%
WBD	C	-0.11%
APTV	D	-0.11%
ROK	B	-0.11%
XYL	D	-0.11%
FANG	D	-0.11%
DOW	F	-0.11%
CAH	B	-0.11%
BR	A	-0.1%
HSY	F	-0.1%
GPN	B	-0.1%
HUBB	B	-0.09%
BIIB	F	-0.09%
BBY	D	-0.09%
RF	A	-0.09%
TROW	B	-0.09%
TTWO	A	-0.09%
PPL	B	-0.09%
LVS	C	-0.09%
NTRS	A	-0.08%
AEE	A	-0.08%
PFG	D	-0.08%
CHD	B	-0.08%
ADM	D	-0.08%
SW	A	-0.08%
DKS	C	-0.08%
LPLA	A	-0.08%
CLX	B	-0.08%
CNP	B	-0.08%
OMC	C	-0.07%
KMX	B	-0.07%
LYB	F	-0.07%
PNR	A	-0.07%
DG	F	-0.07%
J	F	-0.07%
EQT	B	-0.07%
KEY	B	-0.07%
IFF	D	-0.07%
KIM	A	-0.07%
MAA	B	-0.07%
FDS	B	-0.07%
WY	D	-0.07%
LH	C	-0.07%
HST	C	-0.06%
UTHR	C	-0.06%
OC	A	-0.06%
EL	F	-0.06%
AMCR	D	-0.06%
TRU	D	-0.06%
PINS	D	-0.06%
CMS	C	-0.06%
MGM	D	-0.06%
SJM	D	-0.05%
FBIN	D	-0.05%
INCY	C	-0.05%
TXT	D	-0.05%
SWK	D	-0.05%
IPG	D	-0.05%
SNAP	C	-0.05%
ACM	A	-0.05%
TSN	B	-0.05%
DAL	C	-0.04%
ALB	C	-0.04%
BBWI	D	-0.04%
CRL	C	-0.04%
Z	A	-0.04%
RIVN	F	-0.04%
HRL	D	-0.04%
OVV	B	-0.04%
PARA	C	-0.04%
DAY	B	-0.04%
AMH	D	-0.04%
AIZ	A	-0.04%
NBIX	C	-0.04%
WYNN	D	-0.04%
CPB	D	-0.03%
WBA	F	-0.03%
CE	F	-0.03%
NWSA	B	-0.03%
TFX	F	-0.03%
LUV	C	-0.02%
APA	D	-0.02%
ACI	C	-0.02%