MDPL vs. HAPY ETF Comparison

Comparison of Monarch Dividend Plus Index ETF (MDPL) to Harbor Corporate Culture Leaders ETF (HAPY)

MDPL

Monarch Dividend Plus Index ETF

MDPL Description

MPDL tracks an equal-weighted index of 30 dividend-paying US stocks that are expected to provide dividend income and capital appreciation.

Grade (RS Rating)

Last Trade

$27.32

Average Daily Volume

4,985

Number of Holdings ^*

* may have additional holdings in another (foreign) market

HAPY

Harbor Corporate Culture Leaders ETF

HAPY Description

Harbor Corporate Culture Leaders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Human Capital Factor Unconstrained Index, by using full replication technique. Harbor Corporate Culture Leaders ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$25.18

Average Daily Volume

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	MDPL	HAPY
30 Days	3.67%	6.00%
60 Days	2.66%	6.99%
90 Days	3.80%	9.21%
12 Months		31.69%

3 Overlapping Holdings

Symbol	Grade	Weight in MDPL	Weight in HAPY	Overlap
CABO	C	3.34%	1.32%	1.32%
MRK	F	3.18%	1.32%	1.32%
STLD	B	3.21%	1.39%	1.39%

MDPL Overweight 27 Positions Relative to HAPY

Symbol	Grade	Weight
OVV	B	3.53%
TAP	C	3.52%
OC	A	3.47%
GPC	D	3.44%
CVS	D	3.42%
CI	F	3.41%
FANG	D	3.39%
DG	F	3.39%
JNJ	D	3.37%
AMCR	D	3.36%
WTW	B	3.35%
ALSN	B	3.34%
SSNC	B	3.33%
SON	D	3.33%
CMCSA	B	3.32%
NXST	C	3.31%
MKTX	D	3.3%
RGLD	C	3.3%
G	B	3.29%
HSY	F	3.28%
KR	B	3.28%
GPK	C	3.26%
SJM	D	3.24%
CTSH	B	3.24%
ELV	F	3.21%
CAG	D	3.17%
IPG	D	3.12%

MDPL Underweight 72 Positions Relative to HAPY

Symbol	Grade	Weight
CBOE	B	-1.4%
CL	D	-1.4%
DE	A	-1.39%
NSA	D	-1.38%
AEE	A	-1.38%
TRV	B	-1.38%
EXC	C	-1.38%
GGG	B	-1.37%
COP	C	-1.37%
OXY	D	-1.37%
CME	A	-1.37%
NDAQ	A	-1.37%
BKNG	A	-1.36%
CMC	B	-1.36%
LAMR	D	-1.36%
MA	C	-1.36%
SO	D	-1.36%
RLI	B	-1.35%
AAPL	C	-1.35%
GOOGL	C	-1.35%
EWBC	A	-1.35%
SMAR	A	-1.35%
EXR	D	-1.35%
CMI	A	-1.35%
TXN	C	-1.35%
PNFP	B	-1.35%
SSB	B	-1.34%
CPT	B	-1.34%
LMT	D	-1.34%
CFR	B	-1.34%
PSTG	D	-1.34%
EVR	B	-1.34%
PLD	D	-1.34%
GWRE	A	-1.34%
AMD	F	-1.34%
ETSY	D	-1.33%
LHX	C	-1.33%
SYF	B	-1.33%
GEHC	F	-1.33%
PHM	D	-1.33%
INTC	D	-1.33%
DOC	D	-1.32%
MSFT	F	-1.32%
MSCI	C	-1.32%
RIG	D	-1.32%
FDS	B	-1.32%
TRMB	B	-1.32%
ALLE	D	-1.32%
ADSK	A	-1.32%
MMS	F	-1.31%
NOW	A	-1.31%
ACGL	D	-1.31%
DAL	C	-1.31%
IOT	A	-1.31%
SPSC	C	-1.31%
DLB	B	-1.31%
CDNS	B	-1.31%
TER	D	-1.31%
MDB	C	-1.3%
SLAB	D	-1.3%
S	B	-1.3%
INTU	C	-1.3%
PCOR	B	-1.29%
NVDA	C	-1.29%
DV	C	-1.29%
DAY	B	-1.29%
SRPT	D	-1.28%
CIEN	B	-1.28%
DBX	B	-1.28%
LULU	C	-1.26%
ADBE	C	-1.26%
JNPR	F	-1.25%