SMLL vs. IPDP ETF Comparison
Comparison of Harbor Active Small Cap ETF (SMLL) to Dividend Performers ETF (IPDP)
SMLL
Harbor Active Small Cap ETF
SMLL Description
The investment seeks daily investment results, before fees and expenses, of 200% of the daily performance of the Russell 2000® Index. The fund invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, and securities of the index, ETFs that track the index and other financial instruments that provide daily leveraged exposure to the index or ETFs that track the index. The index measures the performance of approximately 2,000 small-cap companies in the Russell 3000® Index, based on a combination of their market capitalization and current index membership. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$22.75
Average Daily Volume
3,276
40
IPDP
Dividend Performers ETF
IPDP Description
The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.Grade (RS Rating)
Last Trade
$20.77
Average Daily Volume
1,324
50
Performance
| Period | SMLL | IPDP |
|---|---|---|
| 30 Days | 12.12% | 5.99% |
| 60 Days | 15.66% | 7.03% |
| 90 Days | 8.82% | |
| 12 Months | 33.16% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SMLL | Weight in IPDP | Overlap |
|---|
SMLL Overweight 40 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| LBRT | D | 6.17% | |
| KNSL | B | 4.97% | |
| SSNC | B | 4.74% | |
| JBI | F | 4.68% | |
| DOCS | C | 3.71% | |
| PCTY | B | 3.66% | |
| RS | B | 3.43% | |
| ZG | A | 3.13% | |
| FOUR | B | 3.08% | |
| WTFC | A | 3.01% | |
| LYFT | C | 2.71% | |
| FRSH | C | 2.63% | |
| APAM | B | 2.61% | |
| RLJ | C | 2.42% | |
| ATR | B | 2.37% | |
| WRBY | B | 2.04% | |
| OSCR | D | 1.95% | |
| LSTR | D | 1.85% | |
| PLOW | D | 1.79% | |
| USPH | B | 1.77% | |
| HAYW | B | 1.76% | |
| PECO | A | 1.56% | |
| MC | C | 1.51% | |
| MCRI | A | 1.51% | |
| MORN | B | 1.49% | |
| SAM | C | 1.32% | |
| NNN | D | 1.3% | |
| CHWY | B | 1.26% | |
| QTWO | A | 1.26% | |
| WSC | D | 1.2% | |
| NWE | B | 1.09% | |
| RBC | A | 1.08% | |
| BECN | B | 1.08% | |
| FBIN | D | 1.07% | |
| RL | B | 1.06% | |
| EWCZ | F | 1.01% | |
| TRUE | B | 0.95% | |
| TMCI | D | 0.91% | |
| CMS | C | 0.88% | |
| REYN | D | 0.74% |
SMLL Underweight 50 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| CAH | B | -2.37% | |
| ACN | C | -2.36% | |
| AIT | A | -2.34% | |
| SYK | C | -2.33% | |
| AMP | A | -2.32% | |
| CSCO | B | -2.32% | |
| TT | A | -2.31% | |
| SNA | A | -2.31% | |
| HNI | B | -2.3% | |
| GWW | B | -2.29% | |
| ADP | B | -2.29% | |
| COR | B | -2.28% | |
| SEIC | B | -2.28% | |
| HIG | B | -2.27% | |
| TRV | B | -2.27% | |
| CTAS | B | -2.27% | |
| BRO | B | -2.27% | |
| MCK | B | -2.26% | |
| APOG | B | -2.26% | |
| BRC | D | -2.25% | |
| AAPL | C | -2.25% | |
| ABM | B | -2.24% | |
| UNH | C | -2.23% | |
| ABT | B | -2.23% | |
| ETN | A | -2.22% | |
| RGA | A | -2.2% | |
| DOV | A | -2.2% | |
| APH | A | -2.17% | |
| ECL | D | -2.16% | |
| MMC | B | -2.16% | |
| IEX | B | -2.14% | |
| DCI | B | -2.09% | |
| TROW | B | -2.04% | |
| JNJ | D | -2.02% | |
| WTS | B | -1.99% | |
| UPS | C | -1.88% | |
| LECO | B | -1.87% | |
| A | D | -1.78% | |
| AOS | F | -1.74% | |
| MSI | B | -1.72% | |
| KLAC | D | -1.68% | |
| GPC | D | -1.67% | |
| QCOM | F | -1.6% | |
| MRK | F | -1.52% | |
| NSP | D | -1.52% | |
| ELV | F | -1.51% | |
| AVGO | D | -0.25% | |
| HD | A | -0.24% | |
| HPQ | B | -0.23% | |
| CSX | B | -0.22% |
SMLL: Top Represented Industries & Keywords
IPDP: Top Represented Industries & Keywords
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