OSEA vs. ESMV ETF Comparison

Comparison of Harbor International Compounders ETF (OSEA) to iShares ESG MSCI USA Min Vol Factor ETF (ESMV)

OSEA

Harbor International Compounders ETF

OSEA Description

Harbor International Compounders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. The fund is co-managed by C Worldwide Asset Management FondsmÆGlerselskab A/S. The fund invests in public equity markets of global ex-US region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund employs fundamental analysis to create its portfolio. The fund employs proprietary and external research to create its portfolio. Harbor International Compounders ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$27.10

Average Daily Volume

72,048

Number of Holdings ^*

5

* may have additional holdings in another (foreign) market

ESMV

iShares ESG MSCI USA Min Vol Factor ETF

ESMV Description

iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States

Grade (RS Rating)

Last Trade

$25.81

Average Daily Volume

1,621

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	OSEA	ESMV
30 Days	-0.47%	-1.79%
60 Days	-1.19%	-0.83%
90 Days	3.80%	1.26%
12 Months	9.35%	13.85%

1 Overlapping Holdings

	Symbol	Grade	Weight in OSEA	Weight in ESMV	Overlap
	FERG	B	6.06%	1.8%	1.8%

OSEA Overweight 4 Positions Relative to ESMV

	Symbol	Grade	Weight
	NVO	D	6.25%
	LIN	D	4.93%
	HDB	C	4.74%
	TSM	C	4.15%

OSEA Underweight 9 Positions Relative to ESMV

	Symbol	Grade	Weight
	GWW	D	-1.72%
	IBM	D	-1.69%
	WM	C	-1.68%
	TRV	C	-1.61%
	VRTX	D	-1.6%
	MRK	B	-1.54%
	TXN	A	-1.53%
	MSI	A	-1.52%
	MSFT	C	-1.52%

OSEA: Top Represented Industries & Keywords

Industries: Banks - Regional - Asia Biotechnology Industrial Distribution Semiconductors Specialty Chemicals

Keywords: Aerospace Air Separation Anti Diabetic Drugs Argon Bank Banking Beverage Carbonation Biopharmaceutical Carbon Dioxide Carbon Monoxide Carbonation Cash Management Chemical Chemical Substances Cheque Corporate Advisory Services Corrosion Currency Deposit Products Diabetes

ESMV: Top Represented Industries & Keywords

Industries: Industrial Distribution Biotechnology Communication Equipment Drug Manufacturers - Major Information Technology Services Insurance - Property & Casualty Semiconductors Software - Infrastructure Waste Management

Keywords: S&P 500 Dow Jones Component Computing Nasdaq 100 Electronic Equipment Operating System Software Development Work From Home Agriculture Equipment Amines Analog Devices Analog Products Anilides Animal Health Animal Health Products Antibiotics Applications Processors Autoimmune Disease Baseband Breakthrough Therapy