ESMV vs. HAPY ETF Comparison

Comparison of iShares ESG MSCI USA Min Vol Factor ETF (ESMV) to Harbor Corporate Culture Leaders ETF (HAPY)

ESMV

iShares ESG MSCI USA Min Vol Factor ETF

ESMV Description

iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States

Grade (RS Rating)

Last Trade

$28.72

Average Daily Volume

1,938

Number of Holdings ^*

150

* may have additional holdings in another (foreign) market

HAPY

Harbor Corporate Culture Leaders ETF

HAPY Description

Harbor Corporate Culture Leaders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. 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 and value stocks of large-cap companies. It seeks to track the performance of the Human Capital Factor Unconstrained Index, by using full replication technique. Harbor Corporate Culture Leaders ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$23.50

Average Daily Volume

134

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	ESMV	HAPY
30 Days	2.75%	3.75%
60 Days	6.47%	4.47%
90 Days	8.29%	7.71%
12 Months	23.54%	26.42%

17 Overlapping Holdings

Symbol	Grade	Weight in ESMV	Weight in HAPY	Overlap
AAPL	C	0.52%	1.3%	0.52%
ADBE	F	1.02%	1.41%	1.02%
ADSK	C	0.2%	1.37%	0.2%
CDNS	D	1.01%	1.29%	1.01%
CL	D	1.38%	1.35%	1.35%
CME	C	0.42%	1.36%	0.42%
EXC	C	0.05%	1.39%	0.05%
INTC	F	0.28%	1.26%	0.28%
INTU	C	0.19%	1.32%	0.19%
JNPR	B	0.5%	1.29%	0.5%
MA	B	0.93%	1.39%	0.93%
MRK	D	1.23%	1.32%	1.23%
MSFT	C	1.4%	1.33%	1.33%
NOW	B	0.15%	1.4%	0.15%
NVDA	D	1.39%	1.32%	1.32%
TRV	C	1.53%	1.42%	1.42%
TXN	C	1.4%	1.3%	1.3%

ESMV Overweight 133 Positions Relative to HAPY

Symbol	Grade	Weight
IBM	B	1.72%
MSI	B	1.66%
LLY	C	1.6%
PEG	C	1.56%
VRTX	D	1.53%
NOC	B	1.53%
VZ	B	1.47%
MMC	C	1.47%
TMUS	C	1.46%
GWW	B	1.45%
AMGN	B	1.45%
GIS	B	1.45%
UNH	C	1.41%
WM	D	1.39%
ED	C	1.38%
ADP	B	1.36%
PGR	B	1.36%
ROP	C	1.34%
ACN	C	1.33%
HD	B	1.32%
CSCO	C	1.31%
FERG	D	1.27%
NEM	B	1.25%
GILD	B	1.24%
MCK	F	1.18%
HES	F	1.16%
EA	D	1.16%
PEP	C	1.16%
SPGI	B	1.12%
PG	C	1.1%
TT	B	1.1%
VLTO	C	1.08%
JNJ	C	1.07%
V	C	1.06%
KR	C	1.06%
MCD	B	1.05%
ORCL	C	1.04%
OKE	B	1.02%
REGN	C	1.01%
KO	C	0.91%
LOW	B	0.89%
K	B	0.88%
KEYS	C	0.83%
COR	D	0.78%
WDAY	D	0.75%
ELV	C	0.72%
IT	B	0.72%
PTC	D	0.72%
EQIX	C	0.71%
ZTS	C	0.7%
DGX	B	0.68%
CRH	B	0.67%
HON	D	0.62%
TRGP	B	0.61%
CMS	C	0.6%
HPE	D	0.6%
KMB	D	0.59%
CRM	D	0.59%
HUBS	D	0.56%
NEE	C	0.55%
HOLX	C	0.54%
MELI	B	0.5%
CI	C	0.5%
SRE	C	0.48%
CBRE	A	0.47%
CHRW	B	0.46%
UBER	C	0.45%
FICO	B	0.45%
RTX	C	0.44%
ES	C	0.44%
AZO	D	0.41%
KHC	C	0.4%
YUM	D	0.4%
ICE	C	0.4%
AMCR	B	0.39%
T	C	0.39%
CHD	D	0.39%
CPB	C	0.39%
STX	C	0.38%
HRL	C	0.38%
HUM	F	0.36%
DECK	C	0.36%
ODFL	D	0.36%
GEN	B	0.35%
VRSN	D	0.34%
NXPI	F	0.34%
CLX	C	0.34%
AKAM	D	0.34%
ALNY	C	0.33%
LKQ	F	0.33%
ECL	B	0.33%
PSX	F	0.32%
CVX	D	0.31%
SNPS	F	0.31%
BR	D	0.3%
CTSH	C	0.3%
CNH	D	0.29%
FI	A	0.28%
TSCO	C	0.28%
XYL	D	0.27%
AJG	D	0.25%
BMY	C	0.24%
INCY	C	0.24%
AWK	B	0.24%
FSLR	C	0.23%
JCI	B	0.21%
OTIS	C	0.2%
FCNCA	D	0.2%
ULTA	D	0.19%
KDP	B	0.19%
AIZ	B	0.17%
RSG	D	0.17%
GDDY	C	0.16%
WTW	C	0.16%
AZPN	B	0.16%
NTAP	D	0.15%
JKHY	B	0.14%
MKC	C	0.14%
UPS	D	0.14%
DPZ	F	0.12%
SOLV	C	0.12%
FFIV	B	0.11%
LDOS	B	0.11%
LIN	B	0.11%
TEAM	D	0.1%
MPC	F	0.1%
HII	D	0.08%
CAH	C	0.08%
CMCSA	D	0.08%
KNX	C	0.07%
FAST	C	0.07%
AON	B	0.06%
TJX	B	0.06%

ESMV Underweight 58 Positions Relative to HAPY

Symbol	Grade	Weight
MDB	D	-1.57%
GWRE	A	-1.51%
IOT	B	-1.5%
DAL	C	-1.48%
PHM	B	-1.44%
DE	B	-1.43%
CIEN	C	-1.42%
ACGL	C	-1.42%
NSA	B	-1.42%
DAY	D	-1.41%
SLAB	D	-1.41%
FDS	C	-1.41%
LULU	D	-1.4%
DBX	D	-1.4%
BKNG	C	-1.39%
LAMR	B	-1.39%
AMD	D	-1.39%
ALLE	B	-1.38%
SMAR	C	-1.38%
EXR	B	-1.38%
SSB	B	-1.38%
PLD	C	-1.37%
TRMB	C	-1.36%
NDAQ	A	-1.36%
GEHC	C	-1.36%
PNFP	B	-1.36%
CBOE	C	-1.34%
GGG	C	-1.33%
PCOR	F	-1.33%
TER	D	-1.33%
AEE	C	-1.33%
CPT	B	-1.33%
DOC	C	-1.33%
RLI	B	-1.32%
CMI	C	-1.32%
MSCI	C	-1.31%
LHX	C	-1.31%
LMT	C	-1.31%
SO	B	-1.31%
ETSY	F	-1.3%
SYF	C	-1.3%
DLB	F	-1.3%
EVR	A	-1.29%
CFR	C	-1.29%
EWBC	D	-1.29%
MMS	C	-1.28%
SPSC	D	-1.27%
S	C	-1.27%
GOOGL	D	-1.26%
DV	F	-1.24%
STLD	F	-1.24%
SRPT	D	-1.23%
COP	D	-1.22%
CMC	D	-1.21%
OXY	F	-1.16%
CABO	F	-1.13%
RIG	F	-1.06%
PSTG	F	-1.04%