RENW vs. SMOG ETF Comparison

Comparison of Harbor Energy Transition Strategy ETF (RENW) to VanEck Vectors Low Carbon Energy ETF (SMOG)

RENW

Harbor Energy Transition Strategy ETF

RENW Description

The investment seeks to track the performance, before fees and expenses, of the Morningstar® North America Renewable EnergySM Index (the index). Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index is a rules-based, modified equal-weighted, liquidity-adjusted index of U.S. and Canadian-listed common stocks of companies in North America that are leaders in the transition to a low-carbon economy. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$13.57

Average Daily Volume

433

Number of Holdings ^*

* may have additional holdings in another (foreign) market

SMOG

VanEck Vectors Low Carbon Energy ETF

SMOG Description

The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Ardour Global IndexSM (Extra Liquid). The fund normally invests at least 80% of its total assets in stocks of low carbon energy companies. Such companies may include small- and medium-capitalization companies and foreign issuers. "Low carbon energy companies" refers to companies primarily engaged in alternative energy, including renewable energy, alternative fuels and related enabling technologies (such as advanced batteries). It is non-diversified.

Grade (RS Rating)

Last Trade

$100.16

Average Daily Volume

2,540

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	RENW	SMOG
30 Days	3.15%	-3.83%
60 Days	7.39%	-6.68%
90 Days	4.66%	-3.18%
12 Months	-2.42%	-1.55%

4 Overlapping Holdings

Symbol	Grade	Weight in RENW	Weight in SMOG	Overlap
RUN	F	2.16%	0.41%	0.41%
SEDG	F	2.36%	0.17%	0.17%
TAC	A	2.2%	0.6%	0.6%
TSLA	B	2.42%	11.5%	2.42%

RENW Overweight 4 Positions Relative to SMOG

Symbol	Grade	Weight
ACA	A	2.3%
EIX	B	2.19%
AES	F	2.17%
WAB	B	2.16%

RENW Underweight 22 Positions Relative to SMOG

Symbol	Grade	Weight
NEE	C	-7.6%
FSLR	F	-4.05%
LI	F	-3.8%
OC	A	-3.52%
XPEV	C	-2.18%
RIVN	F	-2.14%
EBR	F	-2.06%
ENPH	F	-1.81%
NIO	F	-1.66%
IBP	D	-1.06%
ORA	B	-0.84%
CIG	C	-0.82%
ENS	F	-0.8%
LCID	F	-0.67%
HASI	D	-0.54%
BE	B	-0.5%
QS	F	-0.46%
ELP	F	-0.41%
PLUG	F	-0.36%
AY	A	-0.34%
DQ	F	-0.29%
JKS	F	-0.2%

RENW: Top Represented Industries & Keywords

Industries: Solar Auto Manufacturers Infrastructure Operations Railroads Utilities - Diversified Utilities - Independent Power Producers Utilities - Regulated Electric