SIMS vs. HAPY ETF Comparison

Comparison of SPDR S&P Kensho Intelligent Structures ETF (SIMS) to Harbor Corporate Culture Leaders ETF (HAPY)
SIMS

SPDR S&P Kensho Intelligent Structures ETF

SIMS Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$33.81

Average Daily Volume

4,991

Number of Holdings *

43

* may have additional holdings in another (foreign) market
HAPY

Harbor Corporate Culture Leaders ETF

HAPY Description Harbor Corporate Culture Leaders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Human Capital Factor Unconstrained Index, by using full replication technique. Harbor Corporate Culture Leaders ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$21.57

Average Daily Volume

309

Number of Holdings *

75

* may have additional holdings in another (foreign) market
Performance
Period SIMS HAPY
30 Days -0.86% -2.39%
60 Days -1.43% -2.51%
90 Days 5.22% 0.62%
12 Months 6.64% 30.43%
1 Overlapping Holdings
Symbol Grade Weight in SIMS Weight in HAPY Overlap
SLAB D 2.8% 1.17% 1.17%
SIMS Overweight 42 Positions Relative to HAPY
Symbol Grade Weight
ITRI A 3.49%
AYI C 3.48%
PSN D 3.23%
XYL A 3.19%
BMI A 3.16%
PNR C 3.07%
TTEK A 3.03%
JCI C 3.02%
ALRM D 3.0%
REZI D 2.99%
CARR A 2.92%
GNRC B 2.91%
ADTN F 2.67%
AY B 2.55%
CNM A 2.53%
HON C 2.49%
DOOR A 2.38%
QCOM A 2.09%
EMR D 2.06%
GTLS C 2.02%
ERII F 2.02%
BLNK D 1.99%
MWA A 1.94%
BE C 1.91%
BP B 1.86%
AME D 1.86%
TEL C 1.76%
ROP F 1.62%
SHLS F 1.6%
CHPT F 1.58%
NVEE D 1.54%
ON F 1.52%
LOGI D 1.51%
STEM F 1.5%
BIDU C 1.46%
STM F 1.43%
CWCO D 0.96%
ROKU F 0.9%
MVIS F 0.57%
REKR F 0.46%
WBX D 0.28%
LUNA F 0.09%
SIMS Underweight 74 Positions Relative to HAPY
Symbol Grade Weight
DAL A -1.7%
PSTG C -1.65%
NVDA C -1.6%
SYF A -1.57%
TER A -1.57%
GOOGL A -1.56%
LAMR B -1.53%
OXY C -1.53%
DOC A -1.53%
ACGL A -1.52%
COP C -1.51%
SO A -1.51%
CL A -1.51%
TXN A -1.51%
PHM A -1.5%
EXC C -1.5%
STLD D -1.49%
AEE C -1.49%
LMT B -1.49%
IOT B -1.47%
CPT A -1.46%
NDAQ B -1.46%
CMI C -1.46%
EWBC A -1.44%
CMC C -1.44%
SRPT B -1.43%
TRMB D -1.41%
RIG F -1.41%
DE B -1.4%
EVR B -1.39%
MRK B -1.39%
LHX A -1.37%
DLB D -1.37%
RLI D -1.37%
CFR C -1.37%
PNFP C -1.36%
MMS C -1.36%
EXR C -1.36%
NSA D -1.35%
TRV C -1.34%
SSB D -1.32%
MSFT C -1.32%
GWRE C -1.31%
CME D -1.3%
MA D -1.29%
CBOE D -1.28%
PCOR D -1.28%
AAPL C -1.28%
INTU C -1.28%
SPSC C -1.28%
JNPR D -1.27%
BKNG C -1.27%
ALLE D -1.27%
GEHC D -1.27%
FDS D -1.25%
CDNS D -1.25%
GGG D -1.25%
NOW D -1.19%
CIEN D -1.14%
SMAR D -1.14%
AMD D -1.12%
CABO F -1.1%
MSCI F -1.1%
DAY F -1.09%
PLD D -1.09%
ADSK D -1.09%
ADBE D -1.07%
ETSY F -1.06%
LULU F -1.03%
MDB F -1.02%
DV D -1.0%
DBX F -0.99%
S D -0.97%
INTC F -0.94%
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