MEDI vs. HRTS ETF Comparison

Comparison of Harbor Health Care ETF (MEDI) to Tema Cardiovascular and Metabolic ETF (HRTS)

MEDI

Harbor Health Care ETF

MEDI Description

Harbor Health Care ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Westfield Capital Management Company, L.P. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across health care sectors. It invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor Health Care ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$25.72

Average Daily Volume

7,577

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

HRTS

Tema Cardiovascular and Metabolic ETF

HRTS Description

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in publicly listed companies that derive at least 50% of revenues from products or services related to the treatment of cardiovascular diseases and/or metabolic diseases, as defined by the Centers for Diseases Control and Preventions. The fund advisor generally is expected to consist of more than 15 companies but not more than 100 companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$32.27

Average Daily Volume

28,642

Number of Holdings ^*

9

* may have additional holdings in another (foreign) market

Performance

Period	MEDI	HRTS
30 Days	-2.14%	-3.51%
60 Days	-4.94%	-8.71%
90 Days	2.18%	0.36%
12 Months	19.31%

3 Overlapping Holdings

	Symbol	Grade	Weight in MEDI	Weight in HRTS	Overlap
	ASND	C	16.22%	2.76%	2.76%
	DXCM	D	4.14%	4.07%	4.07%
	LLY	C	6.84%	5.03%	5.03%

MEDI Overweight 7 Positions Relative to HRTS

	Symbol	Grade	Weight
	ABBV	D	9.87%
	UNH	B	6.96%
	LEGN	D	5.71%
	PFE	C	3.93%
	OPCH	F	3.7%
	LNTH	B	2.94%
	ICLR	D	2.9%

MEDI Underweight 6 Positions Relative to HRTS

	Symbol	Grade	Weight
	VRTX	C	-5.24%
	NVO	D	-4.91%
	AMGN	B	-4.57%
	EW	D	-2.98%
	CYTK	D	-2.93%
	MDT	C	-2.87%

MEDI: Top Represented Industries & Keywords

Industries: Diagnostics & Research Drug Manufacturers - Major Biotechnology Health Care Plans Medical Care

Keywords: S&P 500 Disease Depressive Disorder Diabetes Hypertension Medicine Pulmonary Arterial Hypertension Alzheimer's Disease Animal Health Biotechnology Dysfunction Endocrinology Erectile Dysfunction Growth Hormone Growth Hormone Deficiency Life Sciences Major Depressive Disorder Medical Imaging Neuroscience Pharmaceutical Products

HRTS: Top Represented Industries & Keywords

Industries: Biotechnology Drug Manufacturers - Major Medical Devices Diagnostics & Research

Keywords: S&P 500 Diabetes Medicine Growth Hormone Hypertension Insulin Nasdaq 100 Neuroscience Obesity Pharmaceutical Products Biopharmaceutical Biotechnology Bone Breakthrough Therapy Catheter Disease Dysfunction Endocrine System Endocrinology Growth Hormone Deficiency