CHGX vs. WINN ETF Comparison

Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to Harbor Long-Term Growers ETF (WINN)

CHGX

Change Finance U.S. Large Cap Fossil Fuel Free ETF

CHGX Description

The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.

Grade (RS Rating)

Last Trade

$39.96

Average Daily Volume

6,526

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

WINN

Harbor Long-Term Growers ETF

WINN Description

Harbor Long-Term Growers ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Jennison Associates LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth stocks of companies operating across diversified market capitalizations. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor ETF Trust - Harbor Long-Term Growers ETF was formed on February 2, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$26.88

Average Daily Volume

105,254

Number of Holdings ^*

64

* may have additional holdings in another (foreign) market

Performance

Period	CHGX	WINN
30 Days	3.66%	3.78%
60 Days	4.50%	5.25%
90 Days	6.28%	6.37%
12 Months	28.25%	35.84%

28 Overlapping Holdings

	Symbol	Grade	Weight in CHGX	Weight in WINN	Overlap
	AAPL	C	0.95%	8.01%	0.95%
	ADBE	C	0.84%	0.22%	0.22%
	ADI	D	0.87%	0.19%	0.19%
	AMD	F	0.88%	0.87%	0.87%
	AMGN	D	0.83%	0.83%	0.83%
	ANET	C	1.09%	0.25%	0.25%
	AVGO	D	0.96%	3.6%	0.96%
	CDNS	B	1.09%	0.38%	0.38%
	CRM	B	1.27%	0.27%	0.27%
	CRWD	B	1.23%	1.07%	1.07%
	DIS	B	1.21%	1.12%	1.12%
	FICO	B	1.29%	0.98%	0.98%
	GOOGL	C	0.98%	3.77%	0.98%
	LLY	F	0.75%	2.62%	0.75%
	MA	C	1.02%	1.44%	1.02%
	MCHP	D	0.77%	0.41%	0.41%
	MCO	B	0.93%	1.01%	0.93%
	MRK	F	0.8%	0.59%	0.59%
	MRVL	B	1.16%	0.29%	0.29%
	NFLX	A	1.22%	4.48%	1.22%
	NOW	A	1.17%	0.26%	0.26%
	NVDA	C	1.17%	12.02%	1.17%
	ORLY	B	1.02%	1.05%	1.02%
	PANW	C	1.05%	0.3%	0.3%
	PGR	A	1.0%	0.26%	0.26%
	SNPS	B	1.02%	1.03%	1.02%
	TJX	A	0.97%	0.75%	0.75%
	V	A	1.07%	1.3%	1.07%

CHGX Overweight 72 Positions Relative to WINN

	Symbol	Grade	Weight
	SQ	B	1.34%
	ORCL	B	1.3%
	AMP	A	1.21%
	SCHW	B	1.18%
	FTNT	C	1.17%
	STLD	B	1.16%
	GWW	B	1.16%
	ADSK	A	1.16%
	PYPL	B	1.12%
	BK	A	1.1%
	DECK	A	1.09%
	CSCO	B	1.09%
	AXP	A	1.08%
	DE	A	1.08%
	MCK	B	1.07%
	NDAQ	A	1.07%
	STT	A	1.06%
	EA	A	1.06%
	INTC	D	1.06%
	AON	A	1.06%
	CMCSA	B	1.05%
	IBM	C	1.05%
	CHD	B	1.05%
	ADP	B	1.05%
	SPG	B	1.04%
	CAT	B	1.04%
	CPRT	A	1.03%
	ORA	B	1.03%
	INTU	C	1.03%
	SYK	C	1.03%
	MU	D	1.02%
	VRSK	A	1.01%
	IT	C	1.01%
	ACN	C	1.01%
	CARR	D	1.0%
	HPQ	B	1.0%
	CME	A	1.0%
	ABT	B	0.99%
	FIS	C	0.99%
	GOOG	C	0.98%
	COR	B	0.98%
	CTSH	B	0.97%
	WDAY	B	0.97%
	MSCI	C	0.96%
	SPGI	C	0.95%
	ROP	B	0.95%
	ICE	C	0.94%
	MMC	B	0.94%
	AWK	D	0.93%
	PHM	D	0.93%
	ECL	D	0.92%
	SYY	B	0.92%
	AZO	C	0.92%
	ROST	C	0.91%
	MDT	D	0.91%
	JNJ	D	0.89%
	LEN	D	0.88%
	A	D	0.88%
	TXN	C	0.88%
	NKE	D	0.86%
	QCOM	F	0.85%
	GIS	D	0.85%
	PLD	D	0.85%
	ON	D	0.84%
	PFE	D	0.83%
	ABBV	D	0.83%
	TMO	F	0.8%
	HCA	F	0.8%
	EFX	F	0.79%
	IQV	D	0.75%
	KLAC	D	0.74%
	MPWR	F	0.58%

CHGX Underweight 36 Positions Relative to WINN

	Symbol	Grade	Weight
	MSFT	F	-9.27%
	AMZN	C	-8.7%
	META	D	-5.23%
	COST	B	-2.39%
	TSLA	B	-2.33%
	MELI	D	-1.74%
	TTD	B	-1.7%
	APO	B	-1.26%
	NVO	D	-1.2%
	UBER	D	-1.08%
	ABNB	C	-1.06%
	BA	F	-1.05%
	GE	D	-1.04%
	UNH	C	-0.98%
	BMY	B	-0.84%
	VRTX	F	-0.83%
	ETN	A	-0.7%
	MDB	C	-0.68%
	VRT	B	-0.65%
	SNY	F	-0.6%
	ISRG	A	-0.58%
	WMT	A	-0.54%
	JPM	A	-0.54%
	AMT	D	-0.5%
	NU	C	-0.47%
	MAR	B	-0.38%
	DDOG	A	-0.31%
	HD	A	-0.31%
	HLT	A	-0.31%
	AZN	D	-0.29%
	GS	A	-0.26%
	SNOW	C	-0.24%
	DXCM	D	-0.24%
	HUBS	A	-0.22%
	LRCX	F	-0.22%
	ASML	F	-0.2%

CHGX: Top Represented Industries & Keywords

Industries: Semiconductors Software - Application Drug Manufacturers - Major Business Services Capital Markets Credit Services Information Technology Services Asset Management Diagnostics & Research Financial Data & Stock Exchanges Medical Devices Software - Infrastructure Apparel Stores Computer Systems Farm & Construction Equipment Footwear & Accessories Insurance Brokers Internet Content & Information Media - Diversified Medical Distribution

Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Integrated Circuits Work From Home Insurance Mobile Devices Semiconductor Cloud Computing Electronics Smartphones Telecommunications Ethernet IBD 50 Operating System Payment Systems Pharmaceutical Products Risk Management Electronic Engineering

WINN: Top Represented Industries & Keywords

Industries: Software - Application Drug Manufacturers - Major Semiconductors Software - Infrastructure Specialty Retail Biotechnology Capital Markets Credit Services Discount Stores Internet Content & Information Lodging Media - Diversified Semiconductor Equipment & Materials Specialty Industrial Machinery Aerospace & Defense Apparel Stores Asset Management Auto Manufacturers Banks - Diversified Banks - Global

Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Mobile Devices Electronics Work From Home IBD 50 Integrated Circuits Cloud Computing Diabetes E Commerce Pharmaceutical Products Power Management Semiconductor Cloud Infrastructure Ethernet Hyperscale Hypertension Medicine