DFVE vs. INFO ETF Comparison
Comparison of DoubleLine Fortune 500 Equal Weight ETF (DFVE) to Harbor PanAgora Dynamic Large Cap Core ETF (INFO)
DFVE
DoubleLine Fortune 500 Equal Weight ETF
DFVE Description
Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the underlying index, or derivatives transactions that provide investment exposure to the underlying index or securities that comprise the underlying index. The fund will concentrate its investments in securities of issuers in any one industry or group of industries to the extent that the underlying index reflects a concentration in that industry or group of industries.
Grade (RS Rating)
Last Trade
$30.46
Average Daily Volume
1,629
Number of Holdings
*
455
* 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
$20.77
Average Daily Volume
799
Number of Holdings
*
119
* may have additional holdings in another (foreign) market
Performance
| Period | DFVE | INFO |
|---|---|---|
| 30 Days | 6.51% | 3.02% |
| 60 Days | 6.19% | |
| 90 Days | 8.84% | |
| 12 Months |
87 Overlapping Holdings
| Symbol | Grade | Weight in DFVE | Weight in INFO | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 0.2% | 7.09% | 0.2% | |
| ACM | A | 0.24% | 0.35% | 0.24% | |
| ALL | B | 0.22% | 0.84% | 0.22% | |
| AMAT | F | 0.18% | 1.0% | 0.18% | |
| AMD | F | 0.19% | 0.2% | 0.19% | |
| AMT | D | 0.19% | 0.09% | 0.09% | |
| AMZN | C | 0.23% | 3.84% | 0.23% | |
| AVGO | D | 0.21% | 1.24% | 0.21% | |
| AVY | D | 0.19% | 0.46% | 0.19% | |
| AXP | A | 0.24% | 0.56% | 0.24% | |
| BAC | A | 0.24% | 0.56% | 0.24% | |
| BK | A | 0.24% | 0.48% | 0.24% | |
| BKR | C | 0.25% | 0.87% | 0.25% | |
| BMY | B | 0.24% | 0.97% | 0.24% | |
| BRK.A | B | 0.21% | 0.94% | 0.21% | |
| BSX | C | 0.23% | 0.4% | 0.23% | |
| CI | D | 0.19% | 0.85% | 0.19% | |
| CL | D | 0.18% | 0.58% | 0.18% | |
| CMCSA | C | 0.22% | 0.86% | 0.22% | |
| COST | B | 0.22% | 0.92% | 0.22% | |
| CRM | B | 0.27% | 1.35% | 0.27% | |
| DAL | B | 0.31% | 0.2% | 0.2% | |
| DASH | A | 0.29% | 0.39% | 0.29% | |
| DD | D | 0.2% | 0.81% | 0.2% | |
| DTE | C | 0.2% | 0.21% | 0.2% | |
| ECL | D | 0.2% | 0.56% | 0.2% | |
| EOG | C | 0.21% | 0.36% | 0.21% | |
| EQH | B | 0.23% | 0.08% | 0.08% | |
| EQIX | A | 0.23% | 0.73% | 0.23% | |
| ETR | B | 0.26% | 0.89% | 0.26% | |
| EXC | D | 0.21% | 0.69% | 0.21% | |
| FITB | B | 0.23% | 0.32% | 0.23% | |
| GE | D | 0.21% | 1.12% | 0.21% | |
| GM | B | 0.24% | 0.84% | 0.24% | |
| GOOGL | C | 0.21% | 3.89% | 0.21% | |
| HD | A | 0.23% | 0.2% | 0.2% | |
| HIG | B | 0.21% | 0.8% | 0.21% | |
| INTU | C | 0.21% | 0.74% | 0.21% | |
| J | F | 0.19% | 0.21% | 0.19% | |
| JNJ | D | 0.19% | 0.22% | 0.19% | |
| JPM | B | 0.23% | 1.84% | 0.23% | |
| KR | A | 0.23% | 0.52% | 0.23% | |
| LDOS | D | 0.21% | 0.7% | 0.21% | |
| LLY | F | 0.16% | 0.91% | 0.16% | |
| LMT | D | 0.19% | 0.29% | 0.19% | |
| LRCX | F | 0.19% | 0.89% | 0.19% | |
| MA | B | 0.22% | 1.6% | 0.22% | |
| MAS | C | 0.2% | 0.72% | 0.2% | |
| MCK | C | 0.23% | 0.91% | 0.23% | |
| MDLZ | F | 0.19% | 0.17% | 0.17% | |
| META | D | 0.22% | 3.02% | 0.22% | |
| MMC | A | 0.2% | 0.82% | 0.2% | |
| MPC | F | 0.19% | 0.6% | 0.19% | |
| MRK | F | 0.17% | 1.02% | 0.17% | |
| MSFT | D | 0.2% | 5.94% | 0.2% | |
| MSI | C | 0.23% | 0.83% | 0.23% | |
| MU | D | 0.22% | 0.25% | 0.22% | |
| NEE | D | 0.19% | 0.41% | 0.19% | |
| NFLX | B | 0.26% | 1.16% | 0.26% | |
| NOC | D | 0.2% | 0.22% | 0.2% | |
| NOV | C | 0.19% | 0.21% | 0.19% | |
| NOW | B | 0.26% | 1.16% | 0.26% | |
| NRG | C | 0.24% | 0.8% | 0.24% | |
| NVDA | C | 0.25% | 7.33% | 0.25% | |
| PEP | F | 0.19% | 0.57% | 0.19% | |
| PYPL | A | 0.24% | 0.41% | 0.24% | |
| QCOM | F | 0.19% | 1.09% | 0.19% | |
| RJF | A | 0.28% | 0.26% | 0.26% | |
| ROST | C | 0.2% | 0.42% | 0.2% | |
| RTX | D | 0.2% | 0.8% | 0.2% | |
| SPGI | C | 0.21% | 0.68% | 0.21% | |
| SYF | A | 0.27% | 0.79% | 0.27% | |
| THC | D | 0.18% | 0.1% | 0.1% | |
| TJX | A | 0.21% | 1.02% | 0.21% | |
| TSLA | B | 0.35% | 1.49% | 0.35% | |
| TSN | B | 0.2% | 0.79% | 0.2% | |
| UAL | B | 0.45% | 0.22% | 0.22% | |
| UBER | D | 0.2% | 0.34% | 0.2% | |
| UNH | B | 0.2% | 0.66% | 0.2% | |
| UNM | A | 0.28% | 0.25% | 0.25% | |
| V | A | 0.23% | 1.78% | 0.23% | |
| VMC | B | 0.24% | 0.22% | 0.22% | |
| WAB | B | 0.24% | 0.67% | 0.24% | |
| WDAY | C | 0.21% | 0.38% | 0.21% | |
| WFC | A | 0.27% | 1.1% | 0.27% | |
| WMT | B | 0.24% | 1.26% | 0.24% | |
| XOM | C | 0.21% | 1.17% | 0.21% |
DFVE Overweight 368 Positions Relative to INFO
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | B | 0.39% | |
| CVNA | B | 0.35% | |
| UNFI | A | 0.33% | |
| IBKR | B | 0.31% | |
| LUMN | C | 0.31% | |
| ALK | A | 0.3% | |
| LPLA | B | 0.3% | |
| KD | B | 0.29% | |
| BKNG | B | 0.29% | |
| YUMC | B | 0.29% | |
| TRGP | B | 0.29% | |
| LYV | A | 0.29% | |
| SQ | B | 0.28% | |
| AAL | B | 0.28% | |
| ORCL | C | 0.28% | |
| ATUS | C | 0.28% | |
| AA | A | 0.28% | |
| EME | B | 0.27% | |
| WBD | C | 0.27% | |
| EXPE | B | 0.27% | |
| DELL | C | 0.27% | |
| DFS | B | 0.27% | |
| MS | B | 0.27% | |
| WMB | B | 0.27% | |
| JEF | A | 0.27% | |
| KMI | B | 0.27% | |
| PWR | A | 0.26% | |
| SCHW | A | 0.26% | |
| SNEX | A | 0.26% | |
| BECN | B | 0.26% | |
| NWL | A | 0.26% | |
| FI | A | 0.26% | |
| MTZ | B | 0.26% | |
| WCC | B | 0.26% | |
| WSM | B | 0.26% | |
| LAD | B | 0.26% | |
| DIS | B | 0.26% | |
| COF | B | 0.26% | |
| CEG | D | 0.26% | |
| LVS | C | 0.26% | |
| XPO | B | 0.26% | |
| OKE | C | 0.26% | |
| MTB | B | 0.26% | |
| AMP | B | 0.26% | |
| HBAN | B | 0.25% | |
| PCAR | B | 0.25% | |
| LNG | B | 0.25% | |
| CHWY | C | 0.25% | |
| JBL | C | 0.25% | |
| OC | B | 0.25% | |
| BJ | B | 0.25% | |
| LULU | C | 0.25% | |
| INTC | C | 0.25% | |
| NTRS | A | 0.25% | |
| SATS | D | 0.25% | |
| GXO | B | 0.25% | |
| MAR | A | 0.25% | |
| GWW | A | 0.25% | |
| FAST | B | 0.25% | |
| JBLU | F | 0.25% | |
| IP | B | 0.25% | |
| CAR | C | 0.25% | |
| EMR | A | 0.25% | |
| HTZ | C | 0.25% | |
| TRV | B | 0.24% | |
| SRE | A | 0.24% | |
| UGI | A | 0.24% | |
| HLT | A | 0.24% | |
| BLK | C | 0.24% | |
| KEY | A | 0.24% | |
| PFGC | A | 0.24% | |
| R | B | 0.24% | |
| CSCO | A | 0.24% | |
| XEL | A | 0.24% | |
| DE | B | 0.24% | |
| USFD | A | 0.24% | |
| T | A | 0.24% | |
| RF | B | 0.24% | |
| ABNB | C | 0.24% | |
| VOYA | B | 0.24% | |
| PH | A | 0.24% | |
| ALB | C | 0.24% | |
| CNP | A | 0.24% | |
| HPE | B | 0.24% | |
| CBRE | B | 0.24% | |
| WSO | A | 0.24% | |
| GS | B | 0.24% | |
| CASY | B | 0.24% | |
| APD | A | 0.24% | |
| PKG | B | 0.24% | |
| FCNCA | B | 0.24% | |
| STLD | B | 0.24% | |
| CMI | A | 0.24% | |
| RPM | A | 0.24% | |
| CHTR | C | 0.23% | |
| EA | C | 0.23% | |
| LUV | B | 0.23% | |
| APH | B | 0.23% | |
| CFG | B | 0.23% | |
| KNX | B | 0.23% | |
| CTAS | B | 0.23% | |
| FLR | B | 0.23% | |
| CMG | B | 0.23% | |
| ISRG | C | 0.23% | |
| GT | C | 0.23% | |
| ADP | B | 0.23% | |
| DOV | A | 0.23% | |
| CAT | B | 0.23% | |
| IBM | C | 0.23% | |
| GNW | A | 0.23% | |
| VTRS | B | 0.23% | |
| TAP | C | 0.23% | |
| RS | B | 0.23% | |
| USB | A | 0.23% | |
| MET | A | 0.23% | |
| GPI | B | 0.23% | |
| ARMK | A | 0.23% | |
| C | A | 0.23% | |
| STT | A | 0.23% | |
| SANM | B | 0.23% | |
| FOXA | C | 0.23% | |
| GILD | B | 0.23% | |
| CMC | B | 0.23% | |
| PNC | A | 0.23% | |
| AEE | A | 0.23% | |
| MNST | B | 0.23% | |
| PEG | A | 0.23% | |
| AIZ | B | 0.23% | |
| CINF | A | 0.23% | |
| GLW | B | 0.23% | |
| URI | B | 0.23% | |
| RGA | A | 0.22% | |
| WDC | C | 0.22% | |
| HSIC | B | 0.22% | |
| FIS | D | 0.22% | |
| JBHT | C | 0.22% | |
| BURL | B | 0.22% | |
| PM | B | 0.22% | |
| JWN | A | 0.22% | |
| LHX | C | 0.22% | |
| UPS | C | 0.22% | |
| NWSA | B | 0.22% | |
| PFG | C | 0.22% | |
| OVV | C | 0.22% | |
| TMHC | A | 0.22% | |
| SAH | B | 0.22% | |
| DRI | B | 0.22% | |
| MO | A | 0.22% | |
| PGR | A | 0.22% | |
| WM | A | 0.22% | |
| SHW | A | 0.22% | |
| PRU | A | 0.22% | |
| NSC | A | 0.22% | |
| PVH | C | 0.22% | |
| LOW | C | 0.22% | |
| MKL | A | 0.22% | |
| DXC | B | 0.22% | |
| SYK | C | 0.22% | |
| CTVA | B | 0.22% | |
| CLX | C | 0.22% | |
| HES | C | 0.22% | |
| VFC | C | 0.22% | |
| OTIS | C | 0.22% | |
| EBAY | C | 0.22% | |
| HPQ | B | 0.22% | |
| DVA | B | 0.22% | |
| CARR | C | 0.22% | |
| GAP | C | 0.22% | |
| SBUX | B | 0.22% | |
| ABG | B | 0.22% | |
| ORLY | B | 0.22% | |
| ORI | A | 0.22% | |
| AGCO | D | 0.22% | |
| ROK | B | 0.22% | |
| WEC | A | 0.22% | |
| CAH | B | 0.22% | |
| ITW | A | 0.22% | |
| TFC | B | 0.22% | |
| PPL | B | 0.22% | |
| WHR | B | 0.22% | |
| PCG | B | 0.22% | |
| LNC | B | 0.22% | |
| CVX | B | 0.22% | |
| UFPI | B | 0.22% | |
| INGR | B | 0.22% | |
| CPNG | D | 0.22% | |
| TOL | A | 0.22% | |
| AFG | A | 0.22% | |
| HON | B | 0.22% | |
| BEN | C | 0.22% | |
| FDX | B | 0.21% | |
| ABM | B | 0.21% | |
| MGM | F | 0.21% | |
| NUE | D | 0.21% | |
| K | A | 0.21% | |
| HAL | C | 0.21% | |
| CVS | D | 0.21% | |
| DUK | C | 0.21% | |
| SO | D | 0.21% | |
| TSCO | C | 0.21% | |
| PARA | C | 0.21% | |
| X | C | 0.21% | |
| BLDR | C | 0.21% | |
| WY | D | 0.21% | |
| AFL | B | 0.21% | |
| CMS | C | 0.21% | |
| COR | C | 0.21% | |
| CTSH | B | 0.21% | |
| PG | A | 0.21% | |
| JLL | B | 0.21% | |
| D | C | 0.21% | |
| OMC | C | 0.21% | |
| OSK | B | 0.21% | |
| CHRW | C | 0.21% | |
| LH | B | 0.21% | |
| M | D | 0.21% | |
| CCK | D | 0.21% | |
| EMN | D | 0.21% | |
| AJG | A | 0.21% | |
| VZ | B | 0.21% | |
| W | D | 0.21% | |
| FNF | B | 0.21% | |
| ABT | B | 0.21% | |
| DGX | B | 0.21% | |
| THO | B | 0.21% | |
| RSG | A | 0.21% | |
| WRB | A | 0.21% | |
| GPN | C | 0.21% | |
| CSX | B | 0.21% | |
| L | B | 0.21% | |
| MUSA | B | 0.21% | |
| BERY | B | 0.21% | |
| PBF | D | 0.2% | |
| AN | B | 0.2% | |
| ZBH | C | 0.2% | |
| FE | D | 0.2% | |
| PAG | B | 0.2% | |
| ACI | C | 0.2% | |
| ZTS | D | 0.2% | |
| MMM | D | 0.2% | |
| KMB | C | 0.2% | |
| COP | D | 0.2% | |
| ALV | C | 0.2% | |
| SYY | C | 0.2% | |
| GEHC | F | 0.2% | |
| PSX | C | 0.2% | |
| ED | D | 0.2% | |
| SNX | C | 0.2% | |
| AEP | D | 0.2% | |
| EXPD | C | 0.2% | |
| BBWI | C | 0.2% | |
| VLO | C | 0.2% | |
| AVT | C | 0.2% | |
| PHM | C | 0.2% | |
| BALL | D | 0.2% | |
| GPK | C | 0.2% | |
| SJM | D | 0.2% | |
| ICE | D | 0.2% | |
| AIG | B | 0.2% | |
| FCX | F | 0.2% | |
| STZ | D | 0.2% | |
| EIX | A | 0.2% | |
| WKC | D | 0.2% | |
| CZR | D | 0.2% | |
| MCD | D | 0.2% | |
| BWA | C | 0.2% | |
| OI | C | 0.2% | |
| F | C | 0.2% | |
| GIS | D | 0.19% | |
| ODP | F | 0.19% | |
| IPG | C | 0.19% | |
| HSY | F | 0.19% | |
| ON | C | 0.19% | |
| NVR | D | 0.19% | |
| VRTX | D | 0.19% | |
| ULTA | F | 0.19% | |
| CPB | D | 0.19% | |
| LKQ | D | 0.19% | |
| PLD | D | 0.19% | |
| NKE | F | 0.19% | |
| BDX | F | 0.19% | |
| CLF | F | 0.19% | |
| XYL | D | 0.19% | |
| ADI | D | 0.19% | |
| WBA | D | 0.19% | |
| SIRI | C | 0.19% | |
| LEN | C | 0.19% | |
| FANG | F | 0.19% | |
| DK | C | 0.19% | |
| TXN | D | 0.19% | |
| TXT | D | 0.19% | |
| AZO | C | 0.19% | |
| GD | F | 0.19% | |
| BAH | F | 0.19% | |
| ES | D | 0.19% | |
| PPG | D | 0.19% | |
| ANDE | D | 0.19% | |
| UNP | C | 0.19% | |
| HRL | D | 0.19% | |
| KMX | B | 0.19% | |
| SAIC | F | 0.19% | |
| KSS | F | 0.18% | |
| BA | D | 0.18% | |
| SPTN | F | 0.18% | |
| DG | F | 0.18% | |
| BAX | F | 0.18% | |
| ADM | F | 0.18% | |
| DHI | D | 0.18% | |
| DVN | F | 0.18% | |
| SWK | D | 0.18% | |
| GPC | D | 0.18% | |
| AAP | C | 0.18% | |
| ARW | D | 0.18% | |
| DHR | D | 0.18% | |
| IFF | D | 0.18% | |
| CAG | D | 0.18% | |
| ALLY | C | 0.18% | |
| KO | D | 0.18% | |
| AMGN | D | 0.18% | |
| DINO | F | 0.18% | |
| DKS | C | 0.18% | |
| PFE | D | 0.18% | |
| SKX | D | 0.18% | |
| WLK | D | 0.18% | |
| BBY | D | 0.18% | |
| MHK | D | 0.18% | |
| KHC | D | 0.18% | |
| ADBE | C | 0.18% | |
| KDP | D | 0.18% | |
| OXY | F | 0.18% | |
| MOS | F | 0.18% | |
| ABBV | D | 0.18% | |
| SEB | F | 0.17% | |
| TGT | F | 0.17% | |
| NEM | F | 0.17% | |
| MCHP | F | 0.17% | |
| HCA | F | 0.17% | |
| AMRK | F | 0.17% | |
| MOH | F | 0.17% | |
| TMO | F | 0.17% | |
| UHS | D | 0.17% | |
| LEA | F | 0.17% | |
| DOW | F | 0.17% | |
| MAN | D | 0.17% | |
| HUM | C | 0.17% | |
| DAN | F | 0.16% | |
| OMI | F | 0.16% | |
| CNC | F | 0.16% | |
| EL | F | 0.16% | |
| BIIB | F | 0.16% | |
| APA | F | 0.16% | |
| DLTR | D | 0.16% | |
| IQV | F | 0.16% | |
| CDW | F | 0.16% | |
| KLAC | F | 0.16% | |
| PII | F | 0.16% | |
| PARR | D | 0.16% | |
| ELV | F | 0.15% | |
| SMCI | D | 0.15% | |
| FL | D | 0.15% | |
| AES | F | 0.15% | |
| CYH | F | 0.14% | |
| NSIT | F | 0.14% | |
| HII | F | 0.14% | |
| REGN | F | 0.13% | |
| QRTEA | F | 0.13% | |
| CE | F | 0.12% | |
| CNXC | F | 0.12% |
DFVE Underweight 32 Positions Relative to INFO
| Symbol | Grade | Weight | |
|---|---|---|---|
| TT | B | -0.95% | |
| ANET | C | -0.89% | |
| SPG | C | -0.88% | |
| MSCI | C | -0.77% | |
| NTAP | C | -0.75% | |
| HOLX | D | -0.74% | |
| FTV | B | -0.64% | |
| JCI | C | -0.6% | |
| INVH | D | -0.56% | |
| A | D | -0.54% | |
| MTD | F | -0.47% | |
| PODD | B | -0.43% | |
| GDDY | B | -0.42% | |
| TXRH | A | -0.35% | |
| NTRA | B | -0.35% | |
| VEEV | B | -0.33% | |
| ALNY | D | -0.32% | |
| ILMN | C | -0.31% | |
| ATR | B | -0.3% | |
| BRBR | B | -0.26% | |
| CBSH | B | -0.24% | |
| SLB | C | -0.23% | |
| MKC | D | -0.23% | |
| AXS | A | -0.22% | |
| SNOW | C | -0.21% | |
| VRSK | A | -0.2% | |
| EVR | B | -0.2% | |
| PSN | D | -0.18% | |
| ATI | D | -0.15% | |
| FTI | A | -0.15% | |
| FFIV | A | -0.09% | |
| GWRE | B | -0.06% |
DFVE: Top Represented Industries & Keywords
Industries:
Specialty Retail
Utilities - Regulated Electric
Banks - Regional - US
Capital Markets
Diversified Industrials
Drug Manufacturers - Major
Information Technology Services
Oil & Gas E&P
Semiconductors
Asset Management
Business Services
Insurance - Property & Casualty
Packaged Foods
Aerospace & Defense
Auto & Truck Dealerships
Credit Services
Health Care Plans
Insurance - Diversified
Oil & Gas Refining & Marketing
Packaging & Containers
INFO: Top Represented Industries & Keywords
Industries:
Software - Application
Credit Services
Capital Markets
Diagnostics & Research
Drug Manufacturers - Major
Oil & Gas Equipment & Services
Semiconductors
Aerospace & Defense
Banks - Global
Engineering & Construction
Insurance - Diversified
Internet Content & Information
Software - Infrastructure
Airlines
Apparel Stores
Auto Manufacturers
Banks - Regional - US
Building Materials
Discount Stores
Health Care Plans
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