VMAX vs. INFO ETF Comparison

Comparison of Hartford US Value ETF (VMAX) to Harbor PanAgora Dynamic Large Cap Core ETF (INFO)

VMAX

Hartford US Value ETF

VMAX Description

The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index.

Grade (RS Rating)

Last Trade

$51.92

Average Daily Volume

Number of Holdings ^*

148

* may have additional holdings in another (foreign) market

INFO

Harbor PanAgora Dynamic Large Cap Core ETF

INFO Description

INFO aims to generate alpha consistently within the large-cap US market. Portfolio construction utilizes a bottom-up investment strategy integrating fundamental analysis with quantitative techniques and risk management tools. The subadvisor employs a proprietary alpha modeling framework to identify companies with strong financial and operational health, aiming for above-market returns relative to the S&P 500 Index. The strategy incorporates uncorrelated alpha factors, such as value, momentum, and quality. Additionally, ESG attributes are also evaluated to enhance the overall alpha scores. Security weighting is determined using a proprietary optimization technique, balancing alpha generation with risk metrics like tracking err, market risk, and concentration risk.

Grade (RS Rating)

Last Trade

$20.71

Average Daily Volume

785

Number of Holdings ^*

116

* may have additional holdings in another (foreign) market

Performance

Period	VMAX	INFO
30 Days	3.35%	1.88%
60 Days	4.23%
90 Days	5.95%
12 Months

43 Overlapping Holdings

Symbol	Grade	Weight in VMAX	Weight in INFO	Overlap
AAPL	C	0.34%	6.96%	0.34%
AMAT	F	0.16%	0.93%	0.16%
AMT	D	0.63%	0.08%	0.08%
AXP	A	0.27%	0.56%	0.27%
AXS	A	0.31%	0.2%	0.2%
BK	A	1.22%	0.48%	0.48%
BRK.A	B	0.92%	0.99%	0.92%
CMCSA	B	0.13%	0.86%	0.13%
DTE	C	0.26%	0.18%	0.18%
DUK	C	0.92%	0.13%	0.13%
EOG	A	2.03%	0.16%	0.16%
EQIX	A	0.49%	0.69%	0.49%
ETR	B	0.96%	0.85%	0.85%
EXC	C	0.11%	0.76%	0.11%
GOOGL	C	1.2%	3.86%	1.2%
HD	A	0.32%	0.08%	0.08%
JNJ	D	0.96%	0.94%	0.94%
JPM	A	1.34%	1.87%	1.34%
KR	B	1.18%	0.52%	0.52%
LLY	F	0.18%	0.91%	0.18%
MA	C	1.35%	1.61%	1.35%
META	D	1.36%	3.01%	1.36%
MPC	D	1.32%	0.61%	0.61%
MRK	F	0.24%	1.12%	0.24%
MSCI	C	0.23%	0.82%	0.23%
MTG	C	0.54%	0.13%	0.13%
NEE	D	0.68%	0.36%	0.36%
NRG	B	1.5%	0.74%	0.74%
NTAP	C	0.42%	0.68%	0.42%
NVDA	C	0.99%	7.25%	0.99%
NXPI	D	0.16%	0.17%	0.16%
PYPL	B	1.09%	0.43%	0.43%
QCOM	F	0.66%	0.89%	0.66%
SPG	B	0.5%	0.86%	0.5%
SYF	B	1.39%	1.01%	1.01%
TGT	F	1.21%	0.68%	0.68%
TJX	A	0.25%	1.04%	0.25%
UNH	C	0.8%	0.34%	0.34%
UNM	A	0.36%	0.25%	0.25%
V	A	0.65%	1.13%	0.65%
WFC	A	1.82%	1.12%	1.12%
WMT	A	0.68%	1.22%	0.68%
XOM	B	0.91%	1.16%	0.91%

VMAX Overweight 105 Positions Relative to INFO

Symbol	Grade	Weight
HPQ	B	1.93%
C	A	1.89%
MTB	A	1.87%
CVS	D	1.76%
LNC	B	1.59%
STLD	B	1.51%
T	A	1.49%
USB	A	1.46%
VLO	C	1.42%
STT	A	1.31%
BBY	D	1.29%
PNC	B	1.29%
BAC	A	1.26%
GAP	C	1.25%
MCO	B	1.24%
NFG	A	1.18%
FDX	B	1.16%
RF	A	1.13%
LAMR	D	1.12%
ELV	F	1.12%
VZ	C	1.1%
TROW	B	1.05%
BCC	B	1.05%
JHG	A	1.03%
JXN	C	1.02%
CINF	A	1.01%
HPE	B	0.98%
BLDR	D	0.93%
APA	D	0.91%
SHW	A	0.88%
SO	D	0.86%
GILD	C	0.85%
IRM	D	0.85%
COP	C	0.83%
FITB	A	0.83%
DVN	F	0.81%
VICI	C	0.78%
DELL	C	0.77%
CVX	A	0.75%
HCA	F	0.71%
HBAN	A	0.7%
CAT	B	0.7%
ACI	C	0.68%
OGN	D	0.68%
RS	B	0.66%
CB	C	0.66%
AVT	C	0.65%
MO	A	0.65%
COF	B	0.62%
HUM	C	0.61%
LOW	D	0.58%
CHRD	D	0.58%
CMC	B	0.57%
CTAS	B	0.52%
TEX	D	0.51%
MGY	A	0.5%
GWW	B	0.47%
SW	A	0.47%
GS	A	0.47%
CBT	C	0.47%
PSX	C	0.46%
ITW	B	0.43%
TMUS	B	0.43%
MLI	C	0.4%
PRU	A	0.39%
R	B	0.39%
RHI	B	0.34%
BPOP	B	0.32%
NUE	C	0.3%
OZK	B	0.29%
RDN	C	0.27%
CSCO	B	0.27%
JKHY	D	0.27%
SBAC	D	0.27%
MKL	A	0.26%
LNTH	D	0.23%
UFPI	B	0.22%
PHM	D	0.22%
CFG	B	0.21%
MS	A	0.2%
CRBG	B	0.2%
XEL	A	0.18%
M	D	0.17%
DINO	D	0.14%
CTSH	B	0.14%
CMI	A	0.14%
COLB	A	0.12%
PGR	A	0.12%
HRB	D	0.11%
DKS	C	0.11%
WY	D	0.11%
FHN	A	0.1%
OVV	B	0.08%
AEP	D	0.08%
IBM	C	0.07%
CCI	D	0.07%
ESNT	D	0.05%
WFRD	D	0.05%
CHX	C	0.04%
EG	C	0.03%
FANG	D	0.03%
SM	B	0.02%
FCNCA	A	0.01%
BKNG	A	0.01%
WSM	B	0.01%

VMAX Underweight 73 Positions Relative to INFO

Symbol	Grade	Weight
MSFT	F	-6.1%
AMZN	C	-4.08%
CRM	B	-1.54%
TSLA	B	-1.38%
AVGO	D	-1.22%
NOW	A	-1.2%
NFLX	A	-1.13%
GE	D	-1.1%
GM	B	-1.02%
BKR	B	-0.97%
TT	A	-0.95%
MSI	B	-0.95%
LMT	D	-0.94%
MCK	B	-0.94%
COST	B	-0.89%
CI	F	-0.88%
LRCX	F	-0.87%
ALL	A	-0.83%
ANET	C	-0.82%
INTU	C	-0.81%
MMC	B	-0.81%
HIG	B	-0.79%
LDOS	C	-0.78%
EQR	B	-0.76%
CTVA	C	-0.76%
PEP	F	-0.76%
CBOE	B	-0.73%
A	D	-0.73%
HOLX	D	-0.73%
MAS	D	-0.72%
SPGI	C	-0.69%
FTV	C	-0.64%
BMY	B	-0.64%
MDLZ	F	-0.62%
VRSK	A	-0.61%
ECL	D	-0.57%
INVH	D	-0.56%
CL	D	-0.55%
MTD	D	-0.48%
AVY	D	-0.46%
GDDY	A	-0.43%
DD	D	-0.42%
WDAY	B	-0.42%
CNC	D	-0.41%
ROST	C	-0.41%
DASH	A	-0.4%
SSNC	B	-0.37%
MELI	D	-0.36%
INGR	B	-0.35%
FTI	A	-0.35%
VEEV	C	-0.35%
PG	A	-0.35%
RPM	A	-0.34%
UBER	D	-0.34%
ALNY	D	-0.3%
ILMN	D	-0.3%
ATR	B	-0.3%
WAB	B	-0.27%
CBSH	A	-0.25%
EBAY	D	-0.25%
MU	D	-0.23%
DHI	D	-0.22%
SNOW	C	-0.22%
MKC	D	-0.2%
AMD	F	-0.19%
QRVO	F	-0.19%
NOV	C	-0.19%
PH	A	-0.13%
NOC	D	-0.1%
THC	D	-0.09%
EQH	B	-0.07%
TOL	B	-0.06%
HLT	A	-0.05%