SMLL vs. MDPL ETF Comparison
Comparison of Harbor Active Small Cap ETF (SMLL) to Monarch Dividend Plus Index ETF (MDPL)
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
$21.78
Average Daily Volume
3,015
40
MDPL
Monarch Dividend Plus Index ETF
MDPL Description
MPDL tracks an equal-weighted index of 30 dividend-paying US stocks that are expected to provide dividend income and capital appreciation.Grade (RS Rating)
Last Trade
$27.20
Average Daily Volume
5,160
30
Performance
| Period | SMLL | MDPL |
|---|---|---|
| 30 Days | 8.10% | 2.19% |
| 60 Days | 10.71% | 5.17% |
| 90 Days | 7.73% | |
| 12 Months |
1 Overlapping Holdings
| Symbol | Grade | Weight in SMLL | Weight in MDPL | Overlap | |
|---|---|---|---|---|---|
| SSNC | C | 4.88% | 3.18% | 3.18% |
SMLL Overweight 39 Positions Relative to MDPL
| Symbol | Grade | Weight | |
|---|---|---|---|
| LBRT | D | 6.11% | |
| KNSL | D | 4.91% | |
| DOCS | B | 4.44% | |
| JBI | F | 4.07% | |
| PCTY | A | 3.84% | |
| RS | B | 3.47% | |
| FOUR | A | 3.09% | |
| WTFC | A | 2.92% | |
| ZG | D | 2.76% | |
| APAM | A | 2.63% | |
| ATR | B | 2.5% | |
| RLJ | D | 2.42% | |
| LYFT | C | 2.15% | |
| FRSH | C | 2.07% | |
| HAYW | B | 1.99% | |
| LSTR | C | 1.9% | |
| OSCR | F | 1.9% | |
| WRBY | B | 1.77% | |
| PLOW | D | 1.77% | |
| USPH | B | 1.72% | |
| PECO | B | 1.67% | |
| MORN | B | 1.56% | |
| MCRI | B | 1.55% | |
| NNN | F | 1.48% | |
| MC | A | 1.43% | |
| SAM | B | 1.31% | |
| FBIN | D | 1.3% | |
| EWCZ | C | 1.29% | |
| WSC | D | 1.24% | |
| QTWO | B | 1.2% | |
| NWE | D | 1.17% | |
| CHWY | C | 1.15% | |
| RL | A | 1.09% | |
| BECN | B | 1.08% | |
| RBC | B | 1.06% | |
| CMS | D | 1.0% | |
| TRUE | A | 0.99% | |
| REYN | F | 0.79% | |
| TMCI | D | 0.61% |
SMLL Underweight 29 Positions Relative to MDPL
| Symbol | Grade | Weight | |
|---|---|---|---|
| ALSN | A | -3.65% | |
| RGLD | C | -3.61% | |
| MKTX | C | -3.58% | |
| NXST | B | -3.56% | |
| EQT | B | -3.49% | |
| CMCSA | B | -3.47% | |
| STLD | A | -3.46% | |
| TAP | C | -3.45% | |
| WTW | A | -3.43% | |
| OC | B | -3.41% | |
| KR | A | -3.41% | |
| CAG | F | -3.4% | |
| JNJ | D | -3.37% | |
| CABO | C | -3.36% | |
| AMCR | D | -3.35% | |
| BC | B | -3.35% | |
| G | B | -3.34% | |
| CTSH | B | -3.32% | |
| SJM | D | -3.3% | |
| GPK | D | -3.29% | |
| SON | F | -3.28% | |
| MCHP | F | -3.28% | |
| MRK | F | -3.24% | |
| DG | F | -3.24% | |
| OVV | D | -3.09% | |
| FANG | D | -3.07% | |
| CI | D | -3.03% | |
| CVS | D | -2.87% | |
| ELV | D | -2.78% |
SMLL: Top Represented Industries & Keywords
MDPL: Top Represented Industries & Keywords
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