FFTY vs. MEDI ETF Comparison

Comparison of Innovator IBD 50 Fund ETF (FFTY) to Harbor Health Care ETF (MEDI)
FFTY

Innovator IBD 50 Fund ETF

FFTY Description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in companies included in the IBD® 50 Index. It is actively managed. Under normal circumstances, the fund will invest in a portfolio of U.S.-listed, exchange-traded equities. FFTY picks 50 leading growth companies that trade on US exchanges, potentially including ADRs. After screening out securities with extreme recent price movements, the universe is ranked by a composite of 11 different fundamental and technical metrics. The top 50 stocks are weighted in tiers, with more weight given to higher-ranking companies. Components of the index are reviewed on a weekly basis. Based on market-wide technical signals, FFTY may substitute half of its equity portfolio with Treasury bills. The index will remain half equity, half T-bills until a reversal signal occurs. Its worth noting that the funds high-turnover strategy could lead to poor tracking and/or taxable capital gains payouts.

Grade (RS Rating)

Last Trade

$26.52

Average Daily Volume

127,180

Number of Holdings *

50

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

Harbor Health Care ETF

MEDI Description Harbor Health Care ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Westfield Capital Management Company, L.P. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across health care sectors. It invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor Health Care ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$27.68

Average Daily Volume

1,421

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period FFTY MEDI
30 Days 2.12% 0.44%
60 Days 7.94% 3.25%
90 Days -5.25% 10.19%
12 Months 20.01% 27.05%
1 Overlapping Holdings
Symbol Grade Weight in FFTY Weight in MEDI Overlap
ASND C 0.49% 15.05% 0.49%
FFTY Overweight 49 Positions Relative to MEDI
Symbol Grade Weight
ARM C 3.85%
CAMT F 3.71%
NVDA C 3.7%
MMYT D 3.63%
ANET B 3.54%
CLS C 3.49%
NSSC F 3.46%
CRWD D 3.46%
TMDX D 3.43%
HIMS C 3.37%
RCL C 3.09%
ALNY B 3.05%
GOOGL C 3.02%
BWIN C 3.0%
NFLX C 2.99%
ELF F 2.99%
NVO F 2.91%
STEP A 2.87%
WING B 2.78%
CMRE C 2.71%
TGTX C 2.15%
PLTR C 2.09%
PSTG F 2.07%
VITL C 2.06%
HUT D 2.02%
MNDY C 1.98%
FN C 1.96%
NTRA B 1.95%
BROS D 1.95%
FRPT C 1.93%
MIRM D 1.07%
TWST D 1.05%
UTHR B 1.01%
APPF C 0.99%
KKR C 0.98%
IBKR A 0.97%
AX D 0.97%
SRPT F 0.96%
TOST B 0.95%
NOW C 0.93%
ONTO C 0.52%
AVGO C 0.52%
C B 0.51%
HEI C 0.5%
CTAS C 0.5%
AXP A 0.5%
SNPS F 0.49%
RYAN A 0.49%
KSPI F 0.49%
FFTY Underweight 9 Positions Relative to MEDI
Symbol Grade Weight
LEGN F -7.81%
ABBV A -7.77%
PFE D -6.3%
MRK F -5.9%
MASI C -4.7%
OPCH D -4.44%
ICLR F -4.27%
UNH B -4.22%
LNTH C -3.0%
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