AREA vs. LOPP ETF Comparison

Comparison of Harbor AlphaEdge Next Generation REITs ETF (AREA) to Gabelli Love Our Planet & People ETF (LOPP)
AREA

Harbor AlphaEdge Next Generation REITs ETF

AREA Description

AREA targetsNext Generation REITs through a proprietary rules-based methodology. Instead of traditional office, multi-family, retail, and industrial REITs, the fund favors non-traditional REITs (e.g., data center, gaming, healthcare & life sciences, hotel & motel, manufactured homes, and self-storage). From an index universe of 3,000 US-listed securities, the fund relies on FactSets RBICS sub-industry classification in filtering Next-Gen REITs. Each qualified company is scored across five factor composites (capital deployment, momentum, quality, risk, and valuation) for a combined stock selection score based on prevailing business cycle regimes. The index provider then selects and weights securities using an optimizer that measures the risk-adjusted returns of the portfolio against a benchmark with similar holdings. The fund holds between 35 and 70 REITs, subject to certain capping limits. The index is reconstituted and rebalanced monthly.

Grade (RS Rating)

Last Trade

$19.86

Average Daily Volume

229

Number of Holdings *

34

* may have additional holdings in another (foreign) market
LOPP

Gabelli Love Our Planet & People ETF

LOPP Description LOPP will emphasize the environmental aspect, or ā€œEā€ in ESG, placing an emphasis on investing in publicly traded companies with a focus on sustainability. The Fund combines a research intensive process with social screens and a holistic ESG overlay to deliver returns in a socially responsive manner.

Grade (RS Rating)

Last Trade

$27.67

Average Daily Volume

256

Number of Holdings *

44

* may have additional holdings in another (foreign) market
Performance
Period AREA LOPP
30 Days -4.09% -0.53%
60 Days 0.70%
90 Days 5.22%
12 Months 24.08%
1 Overlapping Holdings
Symbol Grade Weight in AREA Weight in LOPP Overlap
WY D 6.92% 3.35% 3.35%
AREA Overweight 33 Positions Relative to LOPP
Symbol Grade Weight
LAMR B 7.21%
AMT D 6.47%
SBAC D 6.22%
HST D 5.36%
CUBE D 5.19%
IRM B 4.04%
EPR D 3.74%
SBRA B 3.68%
RYN C 3.62%
ELS D 3.57%
DRH D 3.42%
VICI D 3.23%
EXR D 2.94%
SHO D 2.86%
NHI C 2.73%
OHI B 2.57%
DOC C 2.52%
PSA D 2.51%
LAND F 2.34%
CCI D 2.15%
LTC A 1.74%
PK F 1.61%
OUT C 1.4%
NSA D 1.17%
INN F 1.03%
VTR B 0.99%
INVH F 0.93%
DHC D 0.49%
GLPI D 0.48%
SILA C 0.34%
BHR D 0.3%
WELL A 0.27%
XHR C 0.25%
AREA Underweight 43 Positions Relative to LOPP
Symbol Grade Weight
HUBB B -5.01%
XYL F -4.81%
WCN D -4.74%
RSG D -4.01%
SPGI D -3.99%
BLBD F -3.47%
MIR A -3.21%
CMI B -3.11%
FLEX A -2.82%
VMI A -2.74%
APD B -2.74%
ROCK D -2.72%
AZZ D -2.51%
AWK D -2.36%
CCK B -2.35%
JCI B -2.21%
FCX D -2.1%
DE B -2.05%
TKR C -2.04%
REZI C -1.95%
AGR C -1.92%
DAR B -1.62%
NEP F -1.6%
CNH A -1.59%
LNT C -1.49%
IDA A -1.41%
GOOG A -1.37%
BBVA B -1.35%
LFUS D -1.3%
MATW D -1.2%
FLS A -1.2%
ACA B -1.18%
BEN B -0.92%
UL D -0.86%
ING C -0.83%
CARR D -0.7%
VRTX D -0.58%
DAN F -0.48%
RPRX D -0.46%
MWA B -0.45%
PLPC A -0.43%
ROG D -0.43%
BMRN F -0.39%
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