SIZE vs. HAPI ETF Comparison
Comparison of iShares MSCI USA Size Factor (SIZE) to Harbor Corporate Culture ETF (HAPI)
SIZE
iShares MSCI USA Size Factor
SIZE Description
The investment seeks to track the performance of MSCI USA Risk Weighted Index that measures the performance of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Risk Weighted Index (the "underlying index") is based on a traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid- capitalization stocks.
Grade (RS Rating)
Last Trade
$148.54
Average Daily Volume
4,235
123
HAPI
Harbor Corporate Culture ETF
HAPI Description
The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 150 U.S. companies identified by Irrational Capital LLC ("Irrational Capital") as those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology.Grade (RS Rating)
Last Trade
$34.63
Average Daily Volume
1,661
10
Performance
| Period | SIZE | HAPI |
|---|---|---|
| 30 Days | 2.77% | 2.66% |
| 60 Days | 5.29% | 5.56% |
| 90 Days | 8.46% | 4.32% |
| 12 Months | 28.01% | 36.61% |
SIZE Overweight 115 Positions Relative to HAPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| V | C | 3.98% | |
| UNH | C | 2.74% | |
| COST | C | 2.55% | |
| JNJ | C | 2.28% | |
| TJX | C | 2.0% | |
| ADBE | F | 1.84% | |
| COP | F | 1.68% | |
| KO | B | 1.66% | |
| ADP | C | 1.63% | |
| ACN | C | 1.61% | |
| NKE | D | 1.61% | |
| CSCO | B | 1.6% | |
| NFLX | B | 1.55% | |
| CAT | B | 1.41% | |
| AMAT | D | 1.37% | |
| TXN | B | 1.37% | |
| CMG | D | 1.25% | |
| LIN | B | 1.22% | |
| QCOM | D | 1.2% | |
| PEP | D | 1.19% | |
| LMT | A | 1.17% | |
| KLAC | D | 0.96% | |
| BLK | B | 0.9% | |
| SLB | F | 0.89% | |
| DHI | C | 0.84% | |
| SRE | B | 0.84% | |
| LRCX | D | 0.83% | |
| PLD | C | 0.8% | |
| MMC | C | 0.75% | |
| ANET | C | 0.75% | |
| ITW | B | 0.7% | |
| PEG | B | 0.69% | |
| VRTX | D | 0.62% | |
| PSA | C | 0.6% | |
| SHW | B | 0.58% | |
| CTAS | C | 0.57% | |
| NVR | B | 0.56% | |
| ZTS | B | 0.56% | |
| LULU | D | 0.55% | |
| CDNS | D | 0.55% | |
| MMM | B | 0.54% | |
| MCO | C | 0.54% | |
| ED | B | 0.53% | |
| GWW | B | 0.52% | |
| SNPS | F | 0.5% | |
| CME | B | 0.5% | |
| PHM | B | 0.48% | |
| APH | C | 0.47% | |
| PAYX | C | 0.46% | |
| TSCO | B | 0.44% | |
| DECK | C | 0.43% | |
| AFL | A | 0.41% | |
| GRMN | D | 0.41% | |
| TPL | C | 0.4% | |
| ATO | B | 0.38% | |
| FAST | C | 0.37% | |
| IDXX | D | 0.36% | |
| ULTA | D | 0.35% | |
| WSM | C | 0.34% | |
| CBRE | B | 0.33% | |
| APD | B | 0.32% | |
| ODFL | D | 0.31% | |
| BBY | A | 0.31% | |
| ACGL | B | 0.29% | |
| CSGP | D | 0.28% | |
| MPWR | B | 0.28% | |
| FERG | D | 0.28% | |
| AMP | B | 0.27% | |
| EW | F | 0.24% | |
| AVB | C | 0.24% | |
| A | C | 0.23% | |
| VLTO | B | 0.23% | |
| POOL | C | 0.23% | |
| NTAP | D | 0.22% | |
| MANH | B | 0.21% | |
| APA | F | 0.21% | |
| MNST | D | 0.21% | |
| ROK | D | 0.2% | |
| EQT | C | 0.19% | |
| EA | D | 0.18% | |
| RMD | C | 0.18% | |
| EQR | C | 0.18% | |
| HSY | D | 0.17% | |
| TROW | C | 0.17% | |
| PPG | C | 0.16% | |
| KEYS | B | 0.16% | |
| CBOE | C | 0.15% | |
| SMCI | F | 0.15% | |
| VEEV | C | 0.15% | |
| EME | B | 0.14% | |
| WAT | B | 0.13% | |
| EXPD | B | 0.13% | |
| ERIE | B | 0.12% | |
| FDS | C | 0.12% | |
| ROL | C | 0.12% | |
| WST | D | 0.12% | |
| LPLA | D | 0.12% | |
| OMC | B | 0.11% | |
| MOH | D | 0.11% | |
| ENPH | D | 0.11% | |
| WSO | C | 0.11% | |
| GGG | C | 0.1% | |
| PKG | B | 0.09% | |
| JKHY | B | 0.09% | |
| RS | D | 0.08% | |
| UTHR | B | 0.08% | |
| AVY | C | 0.08% | |
| PAYC | D | 0.07% | |
| MKTX | D | 0.07% | |
| AOS | B | 0.07% | |
| IPG | C | 0.06% | |
| SEIC | B | 0.06% | |
| AFG | C | 0.06% | |
| SOLV | D | 0.05% | |
| WBA | F | 0.03% |
SIZE: Top Represented Industries & Keywords
HAPI: Top Represented Industries & Keywords
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