XJH vs. LSEQ ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to Harbor Long-Short Equity ETF (LSEQ)

XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$44.93

Average Daily Volume

12,939

Number of Holdings ^*

353

* may have additional holdings in another (foreign) market

LSEQ

Harbor Long-Short Equity ETF

LSEQ Description

Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in long and short positions in equity securities. The fund advisor seeks to achieve the fund's investment objective by establishing long and/or short positions in equity securities.

Grade (RS Rating)

Last Trade

$29.27

Average Daily Volume

596

Number of Holdings ^*

154

* may have additional holdings in another (foreign) market

Performance

Period	XJH	LSEQ
30 Days	6.76%	4.81%
60 Days	5.98%	6.50%
90 Days	7.14%	7.67%
12 Months	30.76%

37 Overlapping Holdings

Symbol	Grade	Weight in XJH	Weight in LSEQ	Overlap
ACHC	F	0.14%	-1.61%	-1.61%
AM	A	0.19%	0.88%	0.19%
ATR	B	0.44%	0.72%	0.44%
AXTA	A	0.34%	1.54%	0.34%
BURL	A	0.64%	0.67%	0.64%
CAR	C	0.07%	-2.13%	-2.13%
CASY	A	0.57%	1.91%	0.57%
COHR	B	0.58%	0.7%	0.58%
DOCS	C	0.25%	1.75%	0.25%
DTM	B	0.36%	0.86%	0.36%
DUOL	A	0.46%	0.72%	0.46%
EHC	B	0.39%	0.91%	0.39%
EXEL	B	0.38%	1.49%	0.38%
EXP	A	0.39%	0.77%	0.39%
GMED	A	0.35%	0.72%	0.35%
HRB	D	0.31%	0.65%	0.31%
ILMN	D	0.85%	0.63%	0.63%
JAZZ	B	0.29%	0.67%	0.29%
JWN	C	0.08%	1.15%	0.08%
KEX	C	0.28%	1.13%	0.28%
LITE	B	0.22%	-1.79%	-1.79%
LPX	B	0.27%	0.76%	0.27%
MANH	D	0.65%	0.88%	0.65%
MEDP	D	0.32%	-1.79%	-1.79%
MTN	C	0.25%	-1.93%	-1.93%
MUSA	A	0.37%	1.16%	0.37%
R	B	0.27%	1.37%	0.27%
RGLD	C	0.35%	1.66%	0.35%
RPM	A	0.66%	0.99%	0.66%
SMG	D	0.12%	0.57%	0.12%
THC	D	0.59%	1.07%	0.59%
TXRH	C	0.5%	0.91%	0.5%
USFD	A	0.61%	1.82%	0.61%
UTHR	C	0.65%	0.68%	0.65%
WFRD	D	0.23%	-1.91%	-1.91%
WING	D	0.37%	-1.98%	-1.98%
WSM	B	0.63%	1.02%	0.63%

XJH Overweight 316 Positions Relative to LSEQ

Symbol	Grade	Weight
EME	C	0.88%
CSL	C	0.78%
LII	A	0.75%
IBKR	A	0.73%
WSO	A	0.69%
XPO	B	0.65%
OC	A	0.64%
RS	B	0.64%
DT	C	0.61%
TOL	B	0.6%
FIX	A	0.59%
FNF	B	0.59%
PSTG	D	0.58%
GGG	B	0.57%
RGA	A	0.57%
SFM	A	0.54%
EWBC	A	0.54%
ACM	A	0.54%
AVTR	F	0.54%
SAIA	B	0.54%
CW	B	0.52%
RNR	C	0.51%
GLPI	C	0.5%
ELS	C	0.5%
CLH	B	0.48%
ITT	A	0.47%
NBIX	C	0.47%
JLL	D	0.47%
BMRN	D	0.47%
SCI	B	0.46%
NVT	B	0.46%
AMH	D	0.45%
EQH	B	0.45%
UNM	A	0.45%
SF	B	0.45%
JEF	A	0.45%
WPC	D	0.45%
BJ	A	0.44%
LECO	B	0.44%
RRX	B	0.43%
LAMR	D	0.42%
CUBE	D	0.41%
FHN	A	0.41%
BLD	D	0.41%
TTEK	F	0.41%
FND	C	0.41%
KNSL	B	0.4%
GME	C	0.4%
AA	B	0.4%
EVR	B	0.4%
CCK	C	0.4%
ARMK	B	0.39%
AFG	A	0.39%
WBS	A	0.39%
OHI	C	0.39%
WWD	B	0.39%
CHDN	B	0.39%
AIT	A	0.39%
SRPT	D	0.39%
LAD	A	0.38%
PRI	A	0.38%
CIEN	B	0.38%
AYI	B	0.38%
INGR	B	0.37%
HLI	B	0.37%
NLY	C	0.37%
ALLY	C	0.37%
PNFP	B	0.36%
TPX	B	0.36%
WTRG	B	0.36%
WMS	D	0.35%
DCI	B	0.35%
WCC	B	0.35%
FBIN	D	0.35%
BRBR	A	0.35%
PCTY	B	0.34%
AAON	B	0.34%
CFR	B	0.34%
KNX	B	0.34%
PEN	B	0.34%
REXR	F	0.34%
BRX	A	0.33%
WTFC	A	0.33%
SNX	C	0.33%
ZION	B	0.33%
NYT	C	0.33%
ORI	A	0.33%
CBSH	A	0.32%
CHE	D	0.32%
CR	A	0.32%
MTZ	B	0.32%
GPK	C	0.32%
TTC	D	0.32%
CNM	D	0.31%
SSB	B	0.31%
ONTO	D	0.31%
PLNT	A	0.31%
X	C	0.31%
SKX	D	0.31%
LNW	D	0.31%
EGP	F	0.31%
HQY	B	0.31%
PB	A	0.3%
VOYA	B	0.3%
SEIC	B	0.3%
SNV	B	0.3%
UFPI	B	0.3%
BERY	B	0.29%
ADC	B	0.29%
MKSI	C	0.29%
WH	B	0.29%
NNN	D	0.29%
FYBR	D	0.29%
TREX	C	0.29%
SSD	D	0.29%
FLS	B	0.29%
RLI	B	0.28%
MIDD	C	0.28%
TMHC	B	0.28%
EXLS	B	0.28%
MTSI	B	0.28%
OLED	D	0.28%
ANF	C	0.28%
G	B	0.28%
RGEN	D	0.28%
WEX	D	0.28%
CVLT	B	0.28%
MASI	A	0.27%
H	B	0.27%
GTLS	B	0.27%
GXO	B	0.27%
ALV	C	0.27%
COKE	C	0.27%
ESAB	B	0.27%
RYAN	B	0.27%
OSK	B	0.27%
MSA	D	0.26%
HALO	F	0.26%
CMC	B	0.26%
VMI	B	0.26%
DINO	D	0.26%
VNO	B	0.26%
FCN	D	0.26%
FR	C	0.26%
CGNX	C	0.26%
ELF	C	0.26%
ONB	B	0.26%
LSCC	D	0.26%
GNTX	C	0.26%
COLB	A	0.25%
DAR	C	0.25%
KD	B	0.25%
AZPN	A	0.25%
DBX	B	0.25%
STAG	F	0.25%
LSTR	D	0.25%
FAF	A	0.25%
WHR	B	0.24%
HR	C	0.24%
NOV	C	0.24%
GBCI	B	0.24%
MTG	C	0.24%
CYTK	F	0.24%
CBT	C	0.23%
VNT	B	0.23%
BRKR	D	0.23%
SIGI	C	0.23%
NOVT	D	0.23%
ARW	D	0.23%
LFUS	F	0.23%
ALTR	B	0.23%
STWD	C	0.23%
UBSI	B	0.22%
HOMB	A	0.22%
AGCO	D	0.22%
RMBS	C	0.22%
JHG	A	0.22%
WTS	B	0.22%
PVH	C	0.22%
THO	B	0.22%
THG	A	0.22%
KRG	B	0.22%
CHX	C	0.22%
ESNT	D	0.22%
CROX	D	0.22%
FNB	A	0.22%
CRUS	D	0.21%
CADE	B	0.21%
UMBF	B	0.21%
QLYS	C	0.21%
CLF	F	0.21%
VVV	F	0.21%
AMG	B	0.21%
LNTH	D	0.21%
ALTM	C	0.21%
OLLI	D	0.21%
KBH	D	0.21%
SLM	A	0.2%
FFIN	B	0.2%
KNF	A	0.2%
BC	C	0.2%
APPF	B	0.2%
GATX	A	0.2%
LEA	D	0.2%
BDC	B	0.19%
GAP	C	0.19%
HXL	D	0.19%
ST	F	0.19%
SON	D	0.19%
UGI	A	0.19%
EXPO	D	0.19%
BYD	C	0.19%
NXST	C	0.19%
ROIV	C	0.19%
OZK	B	0.19%
HWC	B	0.19%
POST	C	0.19%
HAE	C	0.18%
CUZ	B	0.18%
AVT	C	0.18%
AVNT	B	0.18%
IRT	A	0.18%
NJR	A	0.18%
WMG	C	0.18%
VLY	B	0.18%
LOPE	B	0.18%
TKR	D	0.18%
RH	B	0.18%
FIVE	F	0.18%
MMS	F	0.18%
AN	C	0.17%
EEFT	B	0.17%
DLB	B	0.17%
SLGN	A	0.17%
SWX	B	0.17%
TCBI	B	0.16%
ASGN	F	0.16%
BCO	D	0.16%
KRC	C	0.16%
NEU	C	0.16%
CELH	F	0.16%
OGS	A	0.16%
WLK	D	0.16%
SBRA	C	0.16%
KMPR	B	0.16%
ORA	B	0.16%
FLO	D	0.16%
M	D	0.16%
IBOC	A	0.15%
MSM	C	0.15%
HOG	D	0.15%
ENS	D	0.15%
RYN	D	0.15%
ASB	B	0.15%
CNO	A	0.15%
XRAY	F	0.14%
TNL	A	0.14%
OPCH	D	0.14%
ASH	D	0.14%
SR	A	0.14%
FHI	A	0.13%
EPR	D	0.13%
VAL	D	0.13%
BLKB	B	0.13%
CDP	C	0.13%
SLAB	D	0.13%
NVST	B	0.13%
TEX	D	0.13%
IRDM	D	0.13%
PII	D	0.13%
POWI	D	0.13%
LANC	C	0.13%
ZI	D	0.12%
PK	B	0.12%
PAG	B	0.12%
ALGM	D	0.12%
PBF	D	0.12%
BHF	B	0.12%
WEN	D	0.12%
GHC	C	0.12%
FLG	C	0.12%
CHH	A	0.12%
YETI	C	0.12%
COLM	B	0.11%
COTY	F	0.11%
LIVN	F	0.11%
SAM	C	0.11%
TDC	D	0.11%
NEOG	F	0.11%
AMKR	D	0.11%
AMED	F	0.11%
NSA	D	0.11%
SYNA	C	0.11%
VAC	B	0.11%
PCH	D	0.11%
MAN	D	0.11%
WU	D	0.1%
ENOV	C	0.1%
VC	D	0.1%
ARWR	F	0.1%
GT	C	0.1%
NSP	D	0.1%
CXT	B	0.1%
HGV	B	0.1%
CPRI	F	0.09%
PPC	C	0.08%
IPGP	D	0.08%
AZTA	D	0.08%
RCM	F	0.08%
GEF	A	0.07%
VSH	D	0.07%
UAA	C	0.07%
CNXC	F	0.07%
CRI	D	0.07%
UA	C	0.05%
MAGN	F	0.01%

XJH Underweight 117 Positions Relative to LSEQ

Symbol	Grade	Weight
APP	B	-3.65%
PLTR	B	-2.91%
CVNA	B	-2.27%
AAL	B	-2.23%
VSCO	B	-1.95%
KSS	F	-1.89%
CCL	B	-1.89%
HPE	B	-1.85%
WMT	A	-1.84%
COST	B	-1.77%
CPNG	D	-1.66%
PLTK	B	-1.55%
OGN	D	-1.54%
BSX	B	-1.52%
TMUS	B	-1.49%
SPOT	B	-1.46%
DECK	A	-1.45%
BKNG	A	-1.39%
ANET	C	-1.39%
DOCU	A	-1.38%
PFE	D	-1.26%
MTCH	D	-1.22%
PRGO	B	-1.21%
ZBRA	B	-1.19%
RCL	A	-1.19%
GDDY	A	-1.19%
LIN	D	-1.11%
LLY	F	-1.11%
MSI	B	-1.09%
KMI	A	-1.08%
PKG	A	-1.01%
FTI	A	-0.97%
T	A	-0.96%
META	D	-0.95%
PEGA	A	-0.94%
TRGP	B	-0.93%
NTAP	C	-0.92%
TJX	A	-0.92%
NOW	A	-0.9%
ECL	D	-0.88%
FICO	B	-0.88%
DASH	A	-0.87%
HLT	A	-0.86%
COR	B	-0.86%
UBER	D	-0.86%
OKE	A	-0.84%
WMB	A	-0.83%
NFLX	A	-0.83%
GWRE	A	-0.82%
FTNT	C	-0.81%
IT	C	-0.8%
FFIV	B	-0.78%
AMCR	D	-0.77%
UAL	A	-0.77%
ISRG	A	-0.76%
GLW	B	-0.76%
TYL	B	-0.76%
NTNX	A	-0.75%
HCA	F	-0.73%
ZM	B	-0.73%
VST	B	-0.73%
NTRA	B	-0.72%
ROST	C	-0.72%
LOW	D	-0.71%
CAH	B	-0.7%
EBAY	D	-0.69%
INCY	C	-0.69%
PFGC	B	-0.69%
TKO	B	-0.69%
PANW	C	-0.69%
SHW	A	-0.68%
TTD	B	-0.67%
BMY	B	-0.67%
RBLX	C	-0.67%
SO	D	-0.67%
SYK	C	-0.66%
AAPL	C	-0.65%
ITCI	C	-0.65%
DELL	C	-0.64%
NI	A	-0.64%
RMD	C	-0.63%
SMAR	A	-0.61%
NRG	B	-0.61%
OMC	C	-0.57%
AMGN	D	-0.54%
IFF	D	-0.54%
ALNY	D	-0.52%
ABBV	D	-0.52%
CEG	D	-0.52%
BFAM	D	-0.49%
SMCI	F	--1.15%
IDXX	F	--1.41%
SLB	C	--1.48%
WDAY	B	--1.49%
CIVI	D	--1.5%
CHRD	D	--1.53%
AAP	C	--1.55%
SNOW	C	--1.59%
CABO	C	--1.62%
ALB	C	--1.65%
DG	F	--1.73%
APA	D	--1.74%
SNPS	B	--1.79%
DLTR	F	--1.82%
FANG	D	--1.83%
MSFT	F	--1.86%
U	C	--1.89%
DXCM	D	--1.89%
GO	C	--1.94%
AMZN	C	--1.99%
TXG	F	--2.0%
DV	C	--2.05%
WBA	F	--2.17%
MCK	B	--2.19%
FIVN	C	--2.29%
NFE	D	--2.39%
OVV	B	--2.47%