SIFI vs. EIPX ETF Comparison

Comparison of Harbor Scientific Alpha Income ETF (SIFI) to FT Energy Income Partners Strategy ETF (EIPX)

SIFI

Harbor Scientific Alpha Income ETF

SIFI Description

Harbor ETF Trust - Harbor Scientific Alpha Income ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Bluecove Limited. It invests in the fixed income markets of the United States. It invests directly and through derivatives such as swaps and future to create its portfolio. It invests in U.S. dollar-denominated debt securities issued by U.S. government, its agencies or government-sponsored enterprises and corporates. The fund primarily invests in investment-grade securities that are rated BBB- and above by S&P and Fitch and Baa3 and above by Moody’s. The fund invests in securities with varying maturities.

Grade (RS Rating)

Last Trade

$42.77

Average Daily Volume

722

Number of Holdings ^*

* may have additional holdings in another (foreign) market

EIPX

FT Energy Income Partners Strategy ETF

EIPX Description

FT Energy Income Partners Strategy ETF is an exchange traded fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Energy Income Partners LLC. It invests in public equity markets. It invests in stocks of companies operating across energy, oil, gas and consumable fuel, oil and gas exploration and production, oil and gas production, mixed, manufactured, and liquefied petroleum gas production, oil and gas refining and marketing, oil and gas storage and transportation sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. Traded Fund IV - FT Energy Income Partners Strategy ETF was formed on November 2, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$23.22

Average Daily Volume

23,379

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SIFI	EIPX
30 Days	-0.28%	-0.47%
60 Days	0.14%	7.39%
90 Days	-0.21%	11.54%
12 Months	4.86%	22.58%

1 Overlapping Holdings

	Symbol	Grade	Weight in SIFI	Weight in EIPX	Overlap
	TTE	B	100.2%	5.49%	5.49%

SIFI Overweight 0 Positions Relative to EIPX

	Symbol	Grade	Weight

SIFI Underweight 8 Positions Relative to EIPX

Symbol	Grade	Weight
EPD	B	-7.14%
SHEL	B	-6.62%
ET	A	-5.12%
BP	B	-3.95%
XOM	B	-3.71%
PAGP	B	-3.64%
MPLX	A	-3.55%
KMI	A	-2.88%

SIFI: Top Represented Industries & Keywords

Industries: Oil & Gas Integrated