SMLL vs. NEWZ ETF Comparison

Comparison of Harbor Active Small Cap ETF (SMLL) to StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ)

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

$22.04

Average Daily Volume

3,453

Number of Holdings ^*

* may have additional holdings in another (foreign) market

NEWZ

StockSnips AI-Powered Sentiment US All Cap ETF

NEWZ Description

NEWZ navigates market complexities through a proprietary news media sentiment signal which combines AI and NLP technologies. This signal is generated from textual sources, such as news articles, blogs, and SEC filings, processed using advanced machine learning algorithms. These algorithms sift through vast amounts of data to assess investor sentiment and identify stocks with the most positive news coverage. The process begins by screening US-listed equity securities based on capitalization, volatility, ROE, news coverage volume, and inclusion in Zacks sector and industry classifications. Selections are made based on the sentiment signal, which also integrates a sentiment momentum signal indicating shifts in investor sentiment over time. After the screening, the portfolio typically comprises the top 30 to 50 stocks, all equally weighted. Throughout this process, the fund prioritizes reliability, gathering information from reputable news outlets such as Zacks, Motley Fool, and CNBC. The fund is rebalanced and reconstituted monthly.

Grade (RS Rating)

Last Trade

$29.46

Average Daily Volume

6,121

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SMLL	NEWZ
30 Days	6.73%	1.08%
60 Days	12.05%	4.35%
90 Days		6.26%
12 Months

1 Overlapping Holdings

	Symbol	Grade	Weight in SMLL	Weight in NEWZ	Overlap
	PCTY	B	3.66%	3.29%	3.29%

SMLL Overweight 39 Positions Relative to NEWZ

Symbol	Grade	Weight
LBRT	F	6.17%
KNSL	B	4.97%
SSNC	C	4.74%
JBI	F	4.68%
DOCS	C	3.71%
RS	B	3.43%
ZG	A	3.13%
FOUR	A	3.08%
WTFC	B	3.01%
LYFT	C	2.71%
FRSH	C	2.63%
APAM	B	2.61%
RLJ	C	2.42%
ATR	B	2.37%
WRBY	A	2.04%
OSCR	D	1.95%
LSTR	D	1.85%
PLOW	F	1.79%
USPH	B	1.77%
HAYW	B	1.76%
PECO	B	1.56%
MC	B	1.51%
MCRI	A	1.51%
MORN	B	1.49%
SAM	C	1.32%
NNN	C	1.3%
CHWY	B	1.26%
QTWO	A	1.26%
WSC	F	1.2%
NWE	C	1.09%
RBC	A	1.08%
BECN	B	1.08%
FBIN	D	1.07%
RL	C	1.06%
EWCZ	F	1.01%
TRUE	C	0.95%
TMCI	C	0.91%
CMS	C	0.88%
REYN	D	0.74%

SMLL Underweight 29 Positions Relative to NEWZ

Symbol	Grade	Weight
TT	A	-4.23%
MSI	A	-3.81%
FTNT	B	-3.73%
SHOP	B	-3.7%
KKR	B	-3.59%
ANET	D	-3.5%
NTAP	C	-3.48%
BR	B	-3.44%
APH	B	-3.44%
TXRH	B	-3.39%
GRMN	B	-3.37%
ISRG	A	-3.36%
CORT	B	-3.35%
PAYX	B	-3.35%
BOOT	D	-3.33%
COR	B	-3.33%
ACN	B	-3.29%
CHKP	C	-3.28%
ERIE	D	-3.26%
CLH	C	-3.26%
UTHR	C	-3.19%
TSM	C	-3.15%
DGX	A	-3.14%
RMD	C	-3.14%
ORCL	A	-3.02%
JKHY	D	-3.01%
BRO	B	-2.88%
BMI	B	-2.69%
BAH	F	-2.48%