MEDI vs. IHE ETF Comparison

Comparison of Harbor Health Care ETF (MEDI) to iShares U.S. Pharmaceutical ETF (IHE)

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

$25.53

Average Daily Volume

1,267

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IHE

iShares U.S. Pharmaceutical ETF

IHE Description

The investment seeks to track the investment results of an index composed of U.S. equities in the pharmaceuticals sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Pharmaceuticals Index (the "underlying index"), which measures the performance of the pharmaceuticals sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$67.45

Average Daily Volume

33,474

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	MEDI	IHE
30 Days	-6.47%	-4.95%
60 Days	-9.85%	-5.48%
90 Days	-7.28%	-5.48%
12 Months	13.73%	17.51%

3 Overlapping Holdings

Symbol	Grade	Weight in MEDI	Weight in IHE	Overlap
ITCI	C	1.51%	3.33%	1.51%
LLY	F	6.62%	20.67%	6.62%
PFE	F	4.46%	4.38%	4.38%

MEDI Overweight 30 Positions Relative to IHE

Symbol	Grade	Weight
ASND	F	17.04%
LEGN	D	7.7%
UNH	B	5.13%
PCVX	D	4.48%
MASI	B	4.07%
LNTH	D	3.99%
OPCH	D	3.56%
DXCM	C	3.39%
PODD	C	3.3%
ABBV	F	3.29%
NVO	F	3.21%
BCYC	F	2.52%
HAE	C	2.26%
ICLR	D	1.85%
BIO	C	1.81%
ARGX	B	1.79%
VRTX	D	1.78%
GKOS	B	1.73%
RCKT	F	1.54%
GEHC	D	1.48%
ILMN	C	1.31%
BSX	A	1.21%
IRTC	C	1.08%
CYTK	F	0.8%
OSCR	D	0.72%
ETNB	C	0.72%
MRUS	F	0.71%
PRCT	B	0.56%
INVA	D	0.45%
VKTX	F	0.25%

MEDI Underweight 7 Positions Relative to IHE

Symbol	Grade	Weight
JNJ	C	-22.25%
BMY	B	-5.27%
VTRS	B	-4.69%
ZTS	D	-4.32%
CTLT	C	-4.23%
RPRX	D	-4.18%
MRK	D	-4.09%