LSEQ vs. SUSA ETF Comparison

Comparison of Harbor Long-Short Equity ETF (LSEQ) to iShares MSCI USA ESG Select ETF (SUSA)

LSEQ

Harbor Long-Short Equity ETF

LSEQ Description

Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in long and short positions in equity securities. The fund advisor seeks to achieve the fund's investment objective by establishing long and/or short positions in equity securities.

Grade (RS Rating)

Last Trade

$29.27

Average Daily Volume

596

Number of Holdings ^*

154

* may have additional holdings in another (foreign) market

SUSA

iShares MSCI USA ESG Select ETF

SUSA Description

iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$124.71

Average Daily Volume

60,399

Number of Holdings ^*

175

* may have additional holdings in another (foreign) market

Performance

Period	LSEQ	SUSA
30 Days	4.81%	4.04%
60 Days	6.50%	4.55%
90 Days	7.67%	6.30%
12 Months		32.95%

31 Overlapping Holdings

Symbol	Grade	Weight in LSEQ	Weight in SUSA	Overlap
AAPL	C	0.65%	4.77%	0.65%
ALNY	D	0.52%	0.14%	0.14%
AMGN	D	0.54%	0.66%	0.54%
ANET	C	1.39%	0.31%	0.31%
BKNG	A	1.39%	0.38%	0.38%
COST	B	1.77%	0.57%	0.57%
DECK	A	1.45%	0.74%	0.74%
DXCM	D	-1.89%	0.1%	-1.89%
ECL	D	0.88%	1.3%	0.88%
GDDY	A	1.19%	0.39%	0.39%
HCA	F	0.73%	0.23%	0.23%
HPE	B	1.85%	0.65%	0.65%
IDXX	F	-1.41%	0.44%	-1.41%
IFF	D	0.54%	0.15%	0.15%
IT	C	0.8%	0.1%	0.1%
LIN	D	1.11%	0.09%	0.09%
LLY	F	1.11%	1.31%	1.11%
LOW	D	0.71%	0.72%	0.71%
MSFT	F	-1.86%	4.66%	-1.86%
NFLX	A	0.83%	0.49%	0.49%
NI	A	0.64%	0.11%	0.11%
NOW	A	0.9%	0.91%	0.9%
OKE	A	0.84%	1.53%	0.84%
PANW	C	0.69%	0.31%	0.31%
RCL	A	1.19%	0.14%	0.14%
SLB	C	-1.48%	0.34%	-1.48%
SNOW	C	-1.59%	0.09%	-1.59%
SNPS	B	-1.79%	0.29%	-1.79%
TRGP	B	0.93%	0.78%	0.78%
WDAY	B	-1.49%	0.51%	-1.49%
WSM	B	1.02%	0.42%	0.42%

LSEQ Overweight 123 Positions Relative to SUSA

Symbol	Grade	Weight
APP	B	3.65%
PLTR	B	2.91%
CVNA	B	2.27%
AAL	B	2.23%
VSCO	B	1.95%
CASY	A	1.91%
KSS	F	1.89%
CCL	B	1.89%
WMT	A	1.84%
USFD	A	1.82%
DOCS	C	1.75%
CPNG	D	1.66%
RGLD	C	1.66%
PLTK	B	1.55%
AXTA	A	1.54%
OGN	D	1.54%
BSX	B	1.52%
EXEL	B	1.49%
TMUS	B	1.49%
SPOT	B	1.46%
DOCU	A	1.38%
R	B	1.37%
PFE	D	1.26%
MTCH	D	1.22%
PRGO	B	1.21%
ZBRA	B	1.19%
MUSA	A	1.16%
JWN	C	1.15%
KEX	C	1.13%
MSI	B	1.09%
KMI	A	1.08%
THC	D	1.07%
PKG	A	1.01%
RPM	A	0.99%
FTI	A	0.97%
T	A	0.96%
META	D	0.95%
PEGA	A	0.94%
NTAP	C	0.92%
TJX	A	0.92%
EHC	B	0.91%
TXRH	C	0.91%
FICO	B	0.88%
MANH	D	0.88%
AM	A	0.88%
DASH	A	0.87%
HLT	A	0.86%
COR	B	0.86%
DTM	B	0.86%
UBER	D	0.86%
WMB	A	0.83%
GWRE	A	0.82%
FTNT	C	0.81%
FFIV	B	0.78%
AMCR	D	0.77%
EXP	A	0.77%
UAL	A	0.77%
ISRG	A	0.76%
GLW	B	0.76%
LPX	B	0.76%
TYL	B	0.76%
NTNX	A	0.75%
ZM	B	0.73%
VST	B	0.73%
GMED	A	0.72%
NTRA	B	0.72%
ATR	B	0.72%
DUOL	A	0.72%
ROST	C	0.72%
CAH	B	0.7%
COHR	B	0.7%
EBAY	D	0.69%
INCY	C	0.69%
PFGC	B	0.69%
TKO	B	0.69%
UTHR	C	0.68%
SHW	A	0.68%
TTD	B	0.67%
JAZZ	B	0.67%
BURL	A	0.67%
BMY	B	0.67%
RBLX	C	0.67%
SO	D	0.67%
SYK	C	0.66%
ITCI	C	0.65%
HRB	D	0.65%
DELL	C	0.64%
RMD	C	0.63%
ILMN	D	0.63%
SMAR	A	0.61%
NRG	B	0.61%
OMC	C	0.57%
SMG	D	0.57%
ABBV	D	0.52%
CEG	D	0.52%
BFAM	D	0.49%
SMCI	F	-1.15%
CIVI	D	-1.5%
CHRD	D	-1.53%
AAP	C	-1.55%
ACHC	F	-1.61%
CABO	C	-1.62%
ALB	C	-1.65%
DG	F	-1.73%
APA	D	-1.74%
MEDP	D	-1.79%
LITE	B	-1.79%
DLTR	F	-1.82%
FANG	D	-1.83%
U	C	-1.89%
WFRD	D	-1.91%
MTN	C	-1.93%
GO	C	-1.94%
WING	D	-1.98%
AMZN	C	-1.99%
TXG	F	-2.0%
DV	C	-2.05%
CAR	C	-2.13%
WBA	F	-2.17%
MCK	B	-2.19%
FIVN	C	-2.29%
NFE	D	-2.39%
OVV	B	-2.47%

LSEQ Underweight 144 Positions Relative to SUSA

Symbol	Grade	Weight
NVDA	C	-5.47%
GOOGL	C	-2.0%
GOOG	C	-1.91%
TSLA	B	-1.8%
HD	A	-1.68%
KO	D	-1.62%
AVGO	D	-1.56%
TT	A	-1.5%
K	A	-1.38%
ADP	B	-1.29%
TXN	C	-1.28%
CRH	A	-1.19%
CRM	B	-1.18%
GILD	C	-1.14%
MS	A	-1.12%
INTU	C	-1.06%
ADBE	C	-1.02%
AXP	A	-1.02%
V	A	-0.99%
MA	C	-0.95%
PNR	A	-0.92%
LNG	B	-0.85%
ADSK	A	-0.84%
PEP	F	-0.81%
AMAT	F	-0.81%
ZTS	D	-0.8%
PRU	A	-0.8%
GWW	B	-0.78%
EXPD	D	-0.77%
MMM	D	-0.77%
IBM	C	-0.76%
GIS	D	-0.74%
CSCO	B	-0.73%
EA	A	-0.72%
CDNS	B	-0.71%
PGR	A	-0.69%
ACN	C	-0.67%
CMI	A	-0.67%
BK	A	-0.67%
FERG	B	-0.63%
DIS	B	-0.62%
DHR	F	-0.6%
GE	D	-0.59%
SPGI	C	-0.59%
EQIX	A	-0.58%
CCI	D	-0.58%
CLX	B	-0.58%
CHRW	C	-0.57%
AMD	F	-0.55%
MCO	B	-0.54%
BR	A	-0.54%
ELV	F	-0.52%
XYL	D	-0.51%
MRK	F	-0.51%
BKR	B	-0.51%
VZ	C	-0.5%
LKQ	D	-0.49%
AXON	A	-0.48%
VLTO	D	-0.47%
LRCX	F	-0.46%
PG	A	-0.46%
TRV	B	-0.45%
DGX	A	-0.45%
BG	F	-0.45%
NXPI	D	-0.44%
LII	A	-0.44%
CBRE	B	-0.42%
KMB	D	-0.41%
HBAN	A	-0.41%
WAT	B	-0.4%
ES	D	-0.4%
INTC	D	-0.39%
BBY	D	-0.39%
A	D	-0.37%
AMT	D	-0.36%
VRTX	F	-0.35%
EW	C	-0.34%
KEYS	A	-0.34%
TWLO	A	-0.31%
JCI	C	-0.3%
QCOM	F	-0.29%
WELL	A	-0.29%
MMC	B	-0.29%
PNC	B	-0.29%
VLO	C	-0.28%
STE	F	-0.28%
DVA	B	-0.27%
ED	D	-0.27%
TGT	F	-0.27%
FIS	C	-0.27%
NDAQ	A	-0.26%
MU	D	-0.26%
TSCO	D	-0.25%
TRMB	B	-0.25%
ANSS	B	-0.24%
WST	C	-0.23%
ACGL	D	-0.23%
ZBH	C	-0.22%
CHD	B	-0.22%
HPQ	B	-0.21%
CARR	D	-0.21%
IRM	D	-0.21%
TEAM	A	-0.2%
COO	D	-0.2%
KR	B	-0.2%
HUBS	A	-0.19%
HOLX	D	-0.19%
SYF	B	-0.19%
MELI	D	-0.19%
MRVL	B	-0.19%
LH	C	-0.18%
NEM	D	-0.18%
MOH	F	-0.18%
NTRS	A	-0.18%
CNH	C	-0.17%
FDS	B	-0.16%
BALL	D	-0.14%
STT	A	-0.13%
CAT	B	-0.13%
FSLR	F	-0.13%
KDP	D	-0.13%
PTC	A	-0.13%
MDB	C	-0.13%
MTD	D	-0.12%
PWR	A	-0.12%
MKC	D	-0.12%
TFC	A	-0.11%
SOLV	C	-0.11%
IPG	D	-0.11%
LULU	C	-0.11%
FBIN	D	-0.11%
NUE	C	-0.11%
OC	A	-0.11%
APTV	D	-0.1%
WDC	D	-0.1%
STX	D	-0.1%
RIVN	F	-0.09%
PPG	F	-0.09%
REGN	F	-0.08%
BIIB	F	-0.08%
AVTR	F	-0.08%
HUM	C	-0.08%
KHC	F	-0.08%
AKAM	D	-0.08%