JPUS vs. INFO ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to Harbor PanAgora Dynamic Large Cap Core ETF (INFO)

JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPUS Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

Grade (RS Rating)

Last Trade

$123.46

Average Daily Volume

6,905

Number of Holdings ^*

355

* 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

$20.78

Average Daily Volume

785

Number of Holdings ^*

116

* may have additional holdings in another (foreign) market

Performance

Period	JPUS	INFO
30 Days	2.72%	1.88%
60 Days	2.86%
90 Days	5.12%
12 Months	27.89%

59 Overlapping Holdings

Symbol	Grade	Weight in JPUS	Weight in INFO	Overlap
AAPL	C	0.36%	6.96%	0.36%
AMAT	F	0.31%	0.93%	0.31%
ANET	C	0.47%	0.82%	0.47%
AVGO	D	0.38%	1.22%	0.38%
AVY	D	0.26%	0.46%	0.26%
BMY	B	0.25%	0.64%	0.25%
BRK.A	B	0.39%	0.99%	0.39%
CBOE	B	0.25%	0.73%	0.25%
CI	F	0.35%	0.88%	0.35%
CL	D	0.32%	0.55%	0.32%
CMCSA	B	0.42%	0.86%	0.42%
CTVA	C	0.3%	0.76%	0.3%
DHI	D	0.33%	0.22%	0.22%
DTE	C	0.3%	0.18%	0.18%
DUK	C	0.36%	0.13%	0.13%
ECL	D	0.29%	0.57%	0.29%
EOG	A	0.32%	0.16%	0.16%
EQR	B	0.2%	0.76%	0.2%
ETR	B	0.46%	0.85%	0.46%
EXC	C	0.31%	0.76%	0.31%
GOOGL	C	0.11%	3.86%	0.11%
HIG	B	0.39%	0.79%	0.39%
HOLX	D	0.28%	0.73%	0.28%
INGR	B	0.42%	0.35%	0.35%
INTU	C	0.36%	0.81%	0.36%
KR	B	0.43%	0.52%	0.43%
LDOS	C	0.22%	0.78%	0.22%
LLY	F	0.33%	0.91%	0.33%
LMT	D	0.36%	0.94%	0.36%
LRCX	F	0.26%	0.87%	0.26%
MAS	D	0.3%	0.72%	0.3%
MCK	B	0.46%	0.94%	0.46%
MDLZ	F	0.33%	0.62%	0.33%
META	D	0.42%	3.01%	0.42%
MMC	B	0.05%	0.81%	0.05%
MPC	D	0.36%	0.61%	0.36%
MRK	F	0.26%	1.12%	0.26%
MSFT	F	0.35%	6.1%	0.35%
MSI	B	0.43%	0.95%	0.43%
MTG	C	0.35%	0.13%	0.13%
NRG	B	0.46%	0.74%	0.46%
NTAP	C	0.31%	0.68%	0.31%
NVDA	C	0.45%	7.25%	0.45%
PEP	F	0.34%	0.76%	0.34%
PG	A	0.36%	0.35%	0.35%
PH	A	0.39%	0.13%	0.13%
QCOM	F	0.3%	0.89%	0.3%
ROST	C	0.23%	0.41%	0.23%
RPM	A	0.28%	0.34%	0.28%
SPG	B	0.41%	0.86%	0.41%
SSNC	B	0.04%	0.37%	0.04%
SYF	B	0.52%	1.01%	0.52%
TGT	F	0.24%	0.68%	0.24%
THC	D	0.4%	0.09%	0.09%
TJX	A	0.34%	1.04%	0.34%
TOL	B	0.42%	0.06%	0.06%
UNH	C	0.34%	0.34%	0.34%
UNM	A	0.51%	0.25%	0.25%
XOM	B	0.41%	1.16%	0.41%

JPUS Overweight 296 Positions Relative to INFO

Symbol	Grade	Weight
VST	B	0.64%
CIEN	B	0.52%
TRGP	B	0.5%
KMI	A	0.48%
TMUS	B	0.47%
PFGC	B	0.46%
IP	B	0.46%
PWR	A	0.46%
COF	B	0.45%
USFD	A	0.44%
ETN	A	0.43%
TAP	C	0.43%
GWW	B	0.43%
FCNCA	A	0.43%
GRMN	B	0.43%
CEG	D	0.42%
ALSN	B	0.42%
APH	A	0.42%
CMI	A	0.42%
UTHR	C	0.42%
CSCO	B	0.41%
JLL	D	0.41%
WMB	A	0.41%
ORCL	B	0.41%
CLH	B	0.41%
WM	A	0.41%
NI	A	0.41%
CASY	A	0.41%
PEG	A	0.41%
RSG	A	0.4%
VLO	C	0.4%
HST	C	0.4%
CHTR	C	0.4%
T	A	0.4%
WELL	A	0.4%
FANG	D	0.39%
PM	B	0.39%
MO	A	0.39%
KVUE	A	0.39%
IRM	D	0.39%
PNW	B	0.39%
PGR	A	0.39%
LAMR	D	0.39%
PPL	B	0.39%
COR	B	0.39%
FAST	B	0.39%
PHM	D	0.38%
RS	B	0.38%
VZ	C	0.38%
JNPR	F	0.38%
AM	A	0.38%
OHI	C	0.38%
AFL	B	0.38%
REG	B	0.38%
K	A	0.38%
STLD	B	0.38%
NVR	D	0.38%
LOW	D	0.37%
TSN	B	0.37%
ESS	B	0.37%
SRE	A	0.37%
DVA	B	0.37%
ORLY	B	0.37%
FYBR	D	0.37%
VRTX	F	0.37%
SO	D	0.37%
MRO	B	0.37%
BRX	A	0.37%
CTSH	B	0.37%
CAH	B	0.36%
NXST	C	0.36%
DGX	A	0.36%
GD	F	0.36%
HRB	D	0.36%
OGE	B	0.36%
LEN	D	0.36%
EIX	B	0.36%
SCCO	F	0.36%
XEL	A	0.36%
SYY	B	0.36%
CVS	D	0.36%
DKS	C	0.36%
GILD	C	0.35%
HUBB	B	0.35%
FNF	B	0.35%
CTRA	B	0.35%
PSX	C	0.35%
AMGN	D	0.35%
CUBE	D	0.35%
CLX	B	0.35%
ADI	D	0.35%
POST	C	0.35%
AZO	C	0.35%
HRL	D	0.35%
CVX	A	0.35%
ADM	D	0.34%
PSA	D	0.34%
D	C	0.34%
PAG	B	0.34%
ITW	B	0.34%
KHC	F	0.34%
HCA	F	0.34%
GLPI	C	0.34%
FE	C	0.34%
CHD	B	0.34%
ED	D	0.34%
WEC	A	0.34%
BG	F	0.34%
LNG	B	0.34%
TSCO	D	0.34%
KMB	D	0.34%
BLDR	D	0.34%
OC	A	0.34%
EVRG	A	0.34%
CPB	D	0.33%
CDNS	B	0.33%
VICI	C	0.33%
GIS	D	0.33%
HBAN	A	0.33%
ABBV	D	0.33%
UHS	D	0.33%
X	C	0.33%
KO	D	0.33%
KIM	A	0.33%
BAH	F	0.32%
WLK	D	0.32%
CAG	D	0.32%
KLAC	D	0.32%
IT	C	0.32%
ACN	C	0.32%
EMN	D	0.32%
CF	B	0.32%
BAC	A	0.31%
ACI	C	0.31%
FITB	A	0.31%
ACGL	D	0.31%
LYB	F	0.31%
UGI	A	0.31%
ABT	B	0.31%
WY	D	0.31%
AEP	D	0.31%
WSM	B	0.31%
AVB	B	0.31%
STZ	D	0.31%
AOS	F	0.3%
NUE	C	0.3%
IBM	C	0.3%
PKG	A	0.3%
ESI	A	0.3%
NFG	A	0.3%
HPE	B	0.3%
JEF	A	0.3%
ORI	A	0.3%
AMP	A	0.29%
LH	C	0.28%
CAT	B	0.28%
CMS	C	0.28%
GNTX	C	0.28%
EG	C	0.28%
COP	C	0.28%
SYK	C	0.28%
LIN	D	0.28%
ZTS	D	0.27%
SPB	C	0.27%
WST	C	0.27%
UNP	C	0.27%
CB	C	0.27%
DHR	F	0.27%
HSY	F	0.26%
OLN	D	0.26%
KDP	D	0.26%
DOW	F	0.26%
REGN	F	0.26%
ELV	F	0.26%
DINO	D	0.26%
FCX	D	0.25%
VTR	C	0.25%
STE	F	0.25%
MSM	C	0.25%
BBY	D	0.24%
ITT	A	0.24%
SAM	C	0.24%
PK	B	0.24%
ALLY	C	0.24%
SNX	C	0.24%
DRI	B	0.24%
DOX	D	0.24%
BRBR	A	0.24%
MDT	D	0.23%
RVTY	F	0.23%
PR	B	0.23%
APO	B	0.23%
STAG	F	0.23%
VTRS	A	0.23%
GEHC	F	0.22%
OMF	A	0.22%
IFF	D	0.21%
FLO	D	0.21%
EXP	A	0.21%
COKE	C	0.21%
WPC	D	0.21%
PPC	C	0.21%
CNM	D	0.21%
BPOP	B	0.21%
MAA	B	0.21%
SJM	D	0.21%
GAP	C	0.2%
CE	F	0.2%
F	C	0.19%
EA	A	0.19%
BDX	F	0.19%
MEDP	D	0.19%
TKR	D	0.19%
ASH	D	0.19%
R	B	0.18%
NEM	D	0.18%
BKNG	A	0.18%
CLF	F	0.18%
STWD	C	0.18%
SCI	B	0.18%
M	D	0.18%
NEU	C	0.18%
CSL	C	0.17%
MOS	F	0.17%
UI	A	0.17%
RGA	A	0.17%
EPR	D	0.17%
RHI	B	0.17%
CPT	B	0.17%
DTM	B	0.17%
CCI	D	0.16%
FR	C	0.16%
HUN	F	0.16%
ATO	A	0.16%
NNN	D	0.16%
KRC	C	0.16%
CHE	D	0.16%
HIW	D	0.15%
IPG	D	0.15%
TMO	F	0.15%
CACI	D	0.14%
SWKS	F	0.14%
MOH	F	0.14%
STT	A	0.13%
CSX	B	0.13%
DFS	B	0.13%
FBIN	D	0.12%
WRB	A	0.12%
VIRT	B	0.12%
SLM	A	0.11%
VVV	F	0.11%
USB	A	0.11%
WU	D	0.11%
DVN	F	0.1%
CRUS	D	0.1%
OXY	D	0.1%
SMG	D	0.1%
PRU	A	0.1%
PFG	D	0.1%
CARR	D	0.09%
LOPE	B	0.09%
FRT	B	0.09%
RF	A	0.09%
RGLD	C	0.08%
SAIC	F	0.08%
LPX	B	0.08%
TNL	A	0.07%
CFG	B	0.07%
RBC	A	0.07%
GEN	B	0.07%
RMD	C	0.07%
PCAR	B	0.06%
DLB	B	0.06%
NKE	D	0.06%
AFG	A	0.06%
KEY	B	0.06%
EGP	F	0.06%
IRDM	D	0.06%
AGO	B	0.05%
ADBE	C	0.05%
NSA	D	0.05%
CBRE	B	0.05%
CWEN	C	0.05%
RRC	B	0.05%
VLTO	D	0.04%
LSTR	D	0.04%
CRI	D	0.03%
FTRE	D	0.03%
HOG	D	0.03%
MNST	C	0.03%
LEG	F	0.02%
IDA	A	0.02%
PLD	D	0.01%
KSS	F	0.01%
SON	D	0.01%
ROKU	D	0.0%

JPUS Underweight 57 Positions Relative to INFO

Symbol	Grade	Weight
AMZN	C	-4.08%
JPM	A	-1.87%
MA	C	-1.61%
CRM	B	-1.54%
TSLA	B	-1.38%
WMT	A	-1.22%
NOW	A	-1.2%
V	A	-1.13%
NFLX	A	-1.13%
WFC	A	-1.12%
GE	D	-1.1%
GM	B	-1.02%
BKR	B	-0.97%
TT	A	-0.95%
JNJ	D	-0.94%
COST	B	-0.89%
ALL	A	-0.83%
MSCI	C	-0.82%
A	D	-0.73%
SPGI	C	-0.69%
EQIX	A	-0.69%
FTV	C	-0.64%
VRSK	A	-0.61%
AXP	A	-0.56%
INVH	D	-0.56%
MTD	D	-0.48%
BK	A	-0.48%
GDDY	A	-0.43%
PYPL	B	-0.43%
DD	D	-0.42%
WDAY	B	-0.42%
CNC	D	-0.41%
DASH	A	-0.4%
MELI	D	-0.36%
NEE	D	-0.36%
FTI	A	-0.35%
VEEV	C	-0.35%
UBER	D	-0.34%
ALNY	D	-0.3%
ILMN	D	-0.3%
ATR	B	-0.3%
WAB	B	-0.27%
CBSH	A	-0.25%
EBAY	D	-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%
NOC	D	-0.1%
AMT	D	-0.08%
HD	A	-0.08%
EQH	B	-0.07%
HLT	A	-0.05%