LSEQ vs. UPGD ETF Comparison

Comparison of Harbor Long-Short Equity ETF (LSEQ) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)

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

UPGD

Invesco Bloomberg Analyst Rating Improvers ETF

UPGD Description

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations ("ANR"), an affiliate of the index provider.

Grade (RS Rating)

Last Trade

$74.83

Average Daily Volume

1,729

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	LSEQ	UPGD
30 Days	4.81%	5.22%
60 Days	6.50%	5.30%
90 Days	7.67%	7.09%
12 Months		35.27%

11 Overlapping Holdings

Symbol	Grade	Weight in LSEQ	Weight in UPGD	Overlap
AMCR	D	0.77%	1.77%	0.77%
CAH	B	0.7%	2.09%	0.7%
CVNA	B	2.27%	2.98%	2.27%
DG	F	-1.73%	1.19%	-1.73%
EBAY	D	0.69%	2.0%	0.69%
ECL	D	0.88%	1.9%	0.88%
KMI	A	1.08%	2.53%	1.08%
PLTR	B	2.91%	3.59%	2.91%
SHW	A	0.68%	2.0%	0.68%
SO	D	0.67%	1.92%	0.67%
T	A	0.96%	2.24%	0.96%

LSEQ Overweight 143 Positions Relative to UPGD

Symbol	Grade	Weight
APP	B	3.65%
AAL	B	2.23%
VSCO	B	1.95%
CASY	A	1.91%
KSS	F	1.89%
CCL	B	1.89%
HPE	B	1.85%
WMT	A	1.84%
USFD	A	1.82%
COST	B	1.77%
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%
DECK	A	1.45%
BKNG	A	1.39%
ANET	C	1.39%
DOCU	A	1.38%
R	B	1.37%
PFE	D	1.26%
MTCH	D	1.22%
PRGO	B	1.21%
ZBRA	B	1.19%
RCL	A	1.19%
GDDY	A	1.19%
MUSA	A	1.16%
JWN	C	1.15%
KEX	C	1.13%
LIN	D	1.11%
LLY	F	1.11%
MSI	B	1.09%
THC	D	1.07%
WSM	B	1.02%
PKG	A	1.01%
RPM	A	0.99%
FTI	A	0.97%
META	D	0.95%
PEGA	A	0.94%
TRGP	B	0.93%
NTAP	C	0.92%
TJX	A	0.92%
EHC	B	0.91%
TXRH	C	0.91%
NOW	A	0.9%
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%
OKE	A	0.84%
WMB	A	0.83%
NFLX	A	0.83%
GWRE	A	0.82%
FTNT	C	0.81%
IT	C	0.8%
FFIV	B	0.78%
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%
HCA	F	0.73%
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%
LOW	D	0.71%
COHR	B	0.7%
INCY	C	0.69%
PFGC	B	0.69%
TKO	B	0.69%
PANW	C	0.69%
UTHR	C	0.68%
TTD	B	0.67%
JAZZ	B	0.67%
BURL	A	0.67%
BMY	B	0.67%
RBLX	C	0.67%
SYK	C	0.66%
AAPL	C	0.65%
ITCI	C	0.65%
HRB	D	0.65%
DELL	C	0.64%
NI	A	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%
AMGN	D	0.54%
IFF	D	0.54%
ALNY	D	0.52%
ABBV	D	0.52%
CEG	D	0.52%
BFAM	D	0.49%
SMCI	F	-1.15%
IDXX	F	-1.41%
SLB	C	-1.48%
WDAY	B	-1.49%
CIVI	D	-1.5%
CHRD	D	-1.53%
AAP	C	-1.55%
SNOW	C	-1.59%
ACHC	F	-1.61%
CABO	C	-1.62%
ALB	C	-1.65%
APA	D	-1.74%
MEDP	D	-1.79%
SNPS	B	-1.79%
LITE	B	-1.79%
DLTR	F	-1.82%
FANG	D	-1.83%
MSFT	F	-1.86%
U	C	-1.89%
DXCM	D	-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 37 Positions Relative to UPGD

Symbol	Grade	Weight
TOST	B	-3.14%
RL	B	-2.33%
IP	B	-2.28%
EPAM	C	-2.22%
PCAR	B	-2.22%
XEL	A	-2.22%
INTC	D	-2.21%
CLX	B	-2.14%
SNAP	C	-2.12%
CHRW	C	-2.08%
CHD	B	-2.05%
CARR	D	-2.03%
HSIC	B	-2.02%
DGX	A	-2.02%
HPQ	B	-2.02%
ODFL	B	-2.01%
VZ	C	-1.96%
BBY	D	-1.95%
TSN	B	-1.94%
MMM	D	-1.92%
CTSH	B	-1.91%
EIX	B	-1.9%
NOC	D	-1.84%
LMT	D	-1.83%
BALL	D	-1.81%
KMB	D	-1.79%
KMX	B	-1.78%
STX	D	-1.77%
MOS	F	-1.76%
SJM	D	-1.74%
HRL	D	-1.73%
KHC	F	-1.67%
LYB	F	-1.64%
CPB	D	-1.64%
TFX	F	-1.56%
SIRI	C	-1.46%
HII	D	-1.38%