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
34
LOPP
Gabelli Love Our Planet & People ETF
LOPP Description
LOPP will emphasize the environmental aspect, or āEā 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
44
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% |
AREA: Top Represented Industries & Keywords
LOPP: Top Represented Industries & Keywords