HAPI vs. CDEI ETF Comparison
Comparison of Harbor Corporate Culture ETF (HAPI) to Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)
HAPI
Harbor Corporate Culture ETF
HAPI Description
The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 150 U.S. companies identified by Irrational Capital LLC ("Irrational Capital") as those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology.
Grade (RS Rating)
Last Trade
$36.20
Average Daily Volume
5,644
Number of Holdings
*
151
* may have additional holdings in another (foreign) market
CDEI
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI Description
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment. The fund is non-diversified.Grade (RS Rating)
Last Trade
$72.40
Average Daily Volume
644
Number of Holdings
*
370
* may have additional holdings in another (foreign) market
Performance
| Period | HAPI | CDEI |
|---|---|---|
| 30 Days | 2.60% | 1.83% |
| 60 Days | 4.98% | 4.03% |
| 90 Days | 6.65% | 4.65% |
| 12 Months | 35.11% | 24.85% |
77 Overlapping Holdings
| Symbol | Grade | Weight in HAPI | Weight in CDEI | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.2% | 0.11% | 0.11% | |
| AAPL | C | 5.25% | 10.52% | 5.25% | |
| ACGL | D | 0.19% | 0.11% | 0.11% | |
| ADBE | C | 0.74% | 0.71% | 0.71% | |
| ADP | B | 0.39% | 0.37% | 0.37% | |
| ADSK | A | 0.2% | 0.2% | 0.2% | |
| ALNY | D | 0.17% | 0.1% | 0.1% | |
| AMD | F | 0.67% | 0.68% | 0.67% | |
| AMGN | D | 0.89% | 0.48% | 0.48% | |
| ANET | C | 0.27% | 0.3% | 0.27% | |
| ANSS | B | 0.09% | 0.09% | 0.09% | |
| AXP | A | 0.91% | 0.5% | 0.5% | |
| BAC | A | 1.88% | 0.94% | 0.94% | |
| BAH | F | 0.11% | 0.06% | 0.06% | |
| BDX | F | 0.36% | 0.2% | 0.2% | |
| BKNG | A | 1.52% | 0.51% | 0.51% | |
| BKR | B | 0.26% | 0.13% | 0.13% | |
| BR | A | 0.09% | 0.08% | 0.08% | |
| BSX | B | 1.15% | 0.39% | 0.39% | |
| CBOE | B | 0.12% | 0.06% | 0.06% | |
| CL | D | 0.3% | 0.23% | 0.23% | |
| CME | A | 0.44% | 0.24% | 0.24% | |
| CMI | A | 0.29% | 0.15% | 0.15% | |
| CRM | B | 0.94% | 0.94% | 0.94% | |
| CRWD | B | 0.21% | 0.24% | 0.21% | |
| CSCO | B | 0.75% | 0.7% | 0.7% | |
| DAL | C | 0.23% | 0.13% | 0.13% | |
| DE | A | 0.67% | 0.3% | 0.3% | |
| DOC | D | 0.07% | 0.04% | 0.04% | |
| DTE | C | 0.16% | 0.07% | 0.07% | |
| EBAY | D | 0.29% | 0.09% | 0.09% | |
| EPAM | C | 0.04% | 0.04% | 0.04% | |
| EQIX | A | 0.46% | 0.26% | 0.26% | |
| EW | C | 0.21% | 0.12% | 0.12% | |
| EXC | C | 0.26% | 0.12% | 0.12% | |
| FICO | B | 0.17% | 0.17% | 0.17% | |
| GILD | C | 0.65% | 0.35% | 0.35% | |
| GIS | D | 0.15% | 0.11% | 0.11% | |
| GOOGL | C | 3.2% | 5.91% | 3.2% | |
| HIG | B | 0.19% | 0.1% | 0.1% | |
| HLT | A | 0.58% | 0.18% | 0.18% | |
| HPE | B | 0.09% | 0.08% | 0.08% | |
| HPQ | B | 0.12% | 0.11% | 0.11% | |
| HUBS | A | 0.1% | 0.11% | 0.1% | |
| IBM | C | 0.6% | 0.58% | 0.58% | |
| INTC | D | 0.32% | 0.32% | 0.32% | |
| INTU | C | 0.57% | 0.58% | 0.57% | |
| IT | C | 0.13% | 0.12% | 0.12% | |
| JPM | A | 3.99% | 2.08% | 2.08% | |
| KMB | D | 0.18% | 0.13% | 0.13% | |
| KO | D | 0.93% | 0.74% | 0.74% | |
| LLY | F | 2.89% | 2.03% | 2.03% | |
| MA | C | 2.54% | 1.3% | 1.3% | |
| MAR | B | 0.68% | 0.2% | 0.2% | |
| MDLZ | F | 0.35% | 0.26% | 0.26% | |
| MSFT | F | 4.3% | 9.49% | 4.3% | |
| NDAQ | A | 0.16% | 0.1% | 0.1% | |
| NFLX | A | 1.14% | 1.08% | 1.08% | |
| NOW | A | 0.63% | 0.65% | 0.63% | |
| NTAP | C | 0.08% | 0.07% | 0.07% | |
| NVDA | C | 8.04% | 10.49% | 8.04% | |
| PANW | C | 0.34% | 0.38% | 0.34% | |
| PEP | F | 0.84% | 0.69% | 0.69% | |
| PFE | D | 0.77% | 0.45% | 0.45% | |
| PFG | D | 0.12% | 0.06% | 0.06% | |
| PWR | A | 0.26% | 0.14% | 0.14% | |
| QCOM | F | 0.56% | 0.55% | 0.55% | |
| ROK | B | 0.09% | 0.1% | 0.09% | |
| SPG | B | 0.31% | 0.17% | 0.17% | |
| SYF | B | 0.15% | 0.08% | 0.08% | |
| TEAM | A | 0.13% | 0.12% | 0.12% | |
| TER | D | 0.05% | 0.05% | 0.05% | |
| TRMB | B | 0.05% | 0.05% | 0.05% | |
| TRV | B | 0.33% | 0.18% | 0.18% | |
| TTD | B | 0.15% | 0.17% | 0.15% | |
| ZBRA | B | 0.06% | 0.06% | 0.06% | |
| ZTS | D | 0.46% | 0.24% | 0.24% |
HAPI Overweight 74 Positions Relative to CDEI
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | 5.0% | |
| META | D | 3.22% | |
| GOOG | C | 2.81% | |
| JNJ | D | 2.09% | |
| CVX | A | 2.07% | |
| XLC | A | 1.59% | |
| PG | A | 1.56% | |
| CAT | B | 1.13% | |
| GE | D | 1.05% | |
| MS | A | 1.02% | |
| ISRG | A | 1.01% | |
| HON | B | 0.95% | |
| BLK | C | 0.87% | |
| LMT | D | 0.83% | |
| AMAT | F | 0.76% | |
| MELI | D | 0.76% | |
| BX | A | 0.71% | |
| SO | D | 0.64% | |
| TXN | C | 0.61% | |
| FCX | D | 0.61% | |
| DUK | C | 0.6% | |
| WMB | A | 0.56% | |
| PLD | D | 0.56% | |
| KKR | A | 0.5% | |
| ABNB | C | 0.49% | |
| GEV | B | 0.48% | |
| NOC | D | 0.45% | |
| GWW | B | 0.41% | |
| SLB | C | 0.38% | |
| MO | A | 0.38% | |
| NKE | D | 0.33% | |
| LULU | C | 0.31% | |
| URI | B | 0.31% | |
| CTVA | C | 0.31% | |
| DOW | F | 0.29% | |
| DD | D | 0.29% | |
| LHX | C | 0.28% | |
| OXY | D | 0.27% | |
| EXPE | B | 0.26% | |
| KLAC | D | 0.25% | |
| MRVL | B | 0.24% | |
| SNPS | B | 0.24% | |
| CDNS | B | 0.24% | |
| ED | D | 0.23% | |
| EIX | B | 0.22% | |
| EXR | D | 0.2% | |
| RMD | C | 0.2% | |
| STLD | B | 0.2% | |
| BLDR | D | 0.19% | |
| FTNT | C | 0.18% | |
| SPOT | B | 0.17% | |
| F | C | 0.16% | |
| AEE | A | 0.16% | |
| WDAY | B | 0.16% | |
| GEHC | F | 0.15% | |
| MSCI | C | 0.15% | |
| BRO | B | 0.14% | |
| SBAC | D | 0.14% | |
| STZ | D | 0.14% | |
| CINF | A | 0.13% | |
| ARES | A | 0.12% | |
| PHM | D | 0.11% | |
| ESS | B | 0.11% | |
| LII | A | 0.11% | |
| LUV | C | 0.1% | |
| BG | F | 0.08% | |
| MOH | F | 0.08% | |
| RBLX | C | 0.07% | |
| CPT | B | 0.07% | |
| FDS | B | 0.06% | |
| BMRN | D | 0.06% | |
| MDB | C | 0.05% | |
| J | F | 0.05% | |
| BSY | D | 0.03% |
HAPI Underweight 293 Positions Relative to CDEI
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | -2.36% | |
| UNH | C | -1.66% | |
| V | A | -1.56% | |
| HD | A | -1.22% | |
| WMT | A | -1.11% | |
| ABBV | D | -0.91% | |
| MRK | F | -0.76% | |
| ACN | C | -0.69% | |
| TMO | F | -0.62% | |
| DIS | B | -0.6% | |
| ABT | B | -0.6% | |
| VZ | C | -0.52% | |
| CMCSA | B | -0.51% | |
| DHR | F | -0.48% | |
| T | A | -0.48% | |
| SPGI | C | -0.48% | |
| LOW | D | -0.47% | |
| NEE | D | -0.47% | |
| ETN | A | -0.44% | |
| UNP | C | -0.43% | |
| SYK | C | -0.42% | |
| TJX | A | -0.41% | |
| C | A | -0.39% | |
| VRTX | F | -0.38% | |
| FI | A | -0.37% | |
| BMY | B | -0.36% | |
| SCHW | B | -0.36% | |
| TMUS | B | -0.35% | |
| MMC | B | -0.33% | |
| MU | D | -0.33% | |
| SBUX | A | -0.33% | |
| MDT | D | -0.33% | |
| ADI | D | -0.32% | |
| ELV | F | -0.29% | |
| LRCX | F | -0.29% | |
| AMT | D | -0.28% | |
| TT | A | -0.28% | |
| PYPL | B | -0.27% | |
| WM | A | -0.27% | |
| PH | A | -0.27% | |
| ICE | C | -0.27% | |
| CI | F | -0.27% | |
| APH | A | -0.26% | |
| WELL | A | -0.25% | |
| MSI | B | -0.25% | |
| REGN | F | -0.25% | |
| USB | A | -0.24% | |
| AON | A | -0.24% | |
| MCO | B | -0.23% | |
| EMR | A | -0.22% | |
| COF | B | -0.21% | |
| CVS | D | -0.21% | |
| TGT | F | -0.21% | |
| FDX | B | -0.2% | |
| TFC | A | -0.19% | |
| ECL | D | -0.19% | |
| CARR | D | -0.19% | |
| DLR | B | -0.18% | |
| AMP | A | -0.17% | |
| JCI | C | -0.17% | |
| BK | A | -0.17% | |
| SRE | A | -0.17% | |
| ALL | A | -0.16% | |
| FIS | C | -0.15% | |
| AIG | B | -0.15% | |
| O | D | -0.15% | |
| MET | A | -0.15% | |
| CPRT | A | -0.15% | |
| CCI | D | -0.14% | |
| PRU | A | -0.14% | |
| FAST | B | -0.14% | |
| IR | B | -0.13% | |
| KR | B | -0.13% | |
| RSG | A | -0.13% | |
| PEG | A | -0.13% | |
| DFS | B | -0.13% | |
| DELL | C | -0.12% | |
| XEL | A | -0.12% | |
| YUM | B | -0.12% | |
| EA | A | -0.12% | |
| OTIS | C | -0.12% | |
| KDP | D | -0.11% | |
| IQV | D | -0.11% | |
| SYY | B | -0.11% | |
| FITB | A | -0.1% | |
| EFX | F | -0.1% | |
| VEEV | C | -0.1% | |
| IDXX | F | -0.1% | |
| WAB | B | -0.1% | |
| ON | D | -0.09% | |
| XYL | D | -0.09% | |
| TSCO | D | -0.09% | |
| RJF | A | -0.09% | |
| CSGP | D | -0.09% | |
| CNC | D | -0.09% | |
| HBAN | A | -0.08% | |
| AWK | D | -0.08% | |
| VTR | C | -0.08% | |
| HSY | F | -0.08% | |
| FTV | C | -0.08% | |
| TYL | B | -0.08% | |
| DECK | A | -0.08% | |
| STE | F | -0.07% | |
| ES | D | -0.07% | |
| WY | D | -0.07% | |
| EME | C | -0.07% | |
| WAT | B | -0.07% | |
| LPLA | A | -0.07% | |
| BIIB | F | -0.07% | |
| RF | A | -0.07% | |
| WST | C | -0.07% | |
| PODD | C | -0.06% | |
| BBY | D | -0.06% | |
| NRG | B | -0.06% | |
| FSLR | F | -0.06% | |
| CMS | C | -0.06% | |
| OMC | C | -0.06% | |
| CLX | B | -0.06% | |
| STX | D | -0.06% | |
| IFF | D | -0.06% | |
| CFG | B | -0.06% | |
| NTRS | A | -0.06% | |
| K | A | -0.06% | |
| WDC | D | -0.06% | |
| RGA | A | -0.05% | |
| EL | F | -0.05% | |
| Z | A | -0.05% | |
| EQH | B | -0.05% | |
| LNT | A | -0.05% | |
| ALGN | D | -0.05% | |
| VRSN | F | -0.05% | |
| USFD | A | -0.05% | |
| BAX | D | -0.05% | |
| NTNX | A | -0.05% | |
| DOCU | A | -0.05% | |
| KIM | A | -0.05% | |
| GEN | B | -0.05% | |
| TWLO | A | -0.05% | |
| BURL | A | -0.05% | |
| OC | A | -0.05% | |
| DG | F | -0.05% | |
| EXPD | D | -0.05% | |
| XPO | B | -0.05% | |
| MAS | D | -0.05% | |
| PINS | D | -0.05% | |
| IEX | B | -0.05% | |
| HOLX | D | -0.05% | |
| WSO | A | -0.05% | |
| KEY | B | -0.05% | |
| DAY | B | -0.04% | |
| SCI | B | -0.04% | |
| JEF | A | -0.04% | |
| HST | C | -0.04% | |
| NVT | B | -0.04% | |
| ALLE | D | -0.04% | |
| ITT | A | -0.04% | |
| JLL | D | -0.04% | |
| JKHY | D | -0.04% | |
| JNPR | F | -0.04% | |
| RNR | C | -0.04% | |
| ELS | C | -0.04% | |
| CLH | B | -0.04% | |
| PFGC | B | -0.04% | |
| AKAM | D | -0.04% | |
| SWK | D | -0.04% | |
| CAG | D | -0.04% | |
| UNM | A | -0.04% | |
| TXRH | C | -0.04% | |
| POOL | C | -0.04% | |
| MRNA | F | -0.04% | |
| AVTR | F | -0.04% | |
| DT | C | -0.04% | |
| DLTR | F | -0.04% | |
| EWBC | A | -0.04% | |
| SOFI | A | -0.04% | |
| APTV | D | -0.04% | |
| ACM | A | -0.04% | |
| AMCR | D | -0.04% | |
| CASY | A | -0.04% | |
| TW | A | -0.04% | |
| HSIC | B | -0.03% | |
| CFR | B | -0.03% | |
| TTC | D | -0.03% | |
| MOS | F | -0.03% | |
| MEDP | D | -0.03% | |
| GPK | C | -0.03% | |
| BILL | A | -0.03% | |
| WTFC | A | -0.03% | |
| BRX | A | -0.03% | |
| ZION | B | -0.03% | |
| SNX | C | -0.03% | |
| PEN | B | -0.03% | |
| AAON | B | -0.03% | |
| PCTY | B | -0.03% | |
| ORI | A | -0.03% | |
| MORN | B | -0.03% | |
| REXR | F | -0.03% | |
| CMA | A | -0.03% | |
| TPX | B | -0.03% | |
| FBIN | D | -0.03% | |
| GL | B | -0.03% | |
| RPRX | D | -0.03% | |
| PRI | A | -0.03% | |
| CIEN | B | -0.03% | |
| AES | F | -0.03% | |
| MKTX | D | -0.03% | |
| OHI | C | -0.03% | |
| AFG | A | -0.03% | |
| AIT | A | -0.03% | |
| CUBE | D | -0.03% | |
| CCK | C | -0.03% | |
| TTEK | F | -0.03% | |
| IPG | D | -0.03% | |
| DKS | C | -0.03% | |
| BLD | D | -0.03% | |
| PAYC | B | -0.03% | |
| LECO | B | -0.03% | |
| SJM | D | -0.03% | |
| RDN | C | -0.02% | |
| INSP | D | -0.02% | |
| GATX | A | -0.02% | |
| ITRI | B | -0.02% | |
| BC | C | -0.02% | |
| APPF | B | -0.02% | |
| CRUS | D | -0.02% | |
| LEA | D | -0.02% | |
| THO | B | -0.02% | |
| BCPC | B | -0.02% | |
| ETSY | D | -0.02% | |
| PVH | C | -0.02% | |
| CROX | D | -0.02% | |
| SUM | B | -0.02% | |
| LNC | B | -0.02% | |
| JHG | A | -0.02% | |
| BPMC | C | -0.02% | |
| WHR | B | -0.02% | |
| COOP | B | -0.02% | |
| IDA | A | -0.02% | |
| LYFT | C | -0.02% | |
| MTG | C | -0.02% | |
| SAIC | F | -0.02% | |
| FAF | A | -0.02% | |
| MTH | D | -0.02% | |
| MAT | D | -0.02% | |
| AWI | A | -0.02% | |
| DBX | B | -0.02% | |
| MTN | C | -0.02% | |
| BMI | B | -0.02% | |
| RHP | B | -0.02% | |
| AZEK | A | -0.02% | |
| ALK | C | -0.02% | |
| HALO | F | -0.02% | |
| BBWI | D | -0.02% | |
| FMC | D | -0.02% | |
| H | B | -0.02% | |
| CADE | B | -0.02% | |
| ATI | D | -0.02% | |
| ELAN | D | -0.02% | |
| ONB | B | -0.02% | |
| FCN | D | -0.02% | |
| PARA | C | -0.02% | |
| EXLS | B | -0.02% | |
| MIDD | C | -0.02% | |
| GTLS | B | -0.02% | |
| BIO | D | -0.02% | |
| CVLT | B | -0.02% | |
| G | B | -0.02% | |
| VFC | C | -0.02% | |
| RHI | B | -0.02% | |
| TREX | C | -0.02% | |
| MKSI | C | -0.02% | |
| NNN | D | -0.02% | |
| BWA | D | -0.02% | |
| SNV | B | -0.02% | |
| SKX | D | -0.02% | |
| HQY | B | -0.02% | |
| AGR | B | -0.01% | |
| COLM | B | -0.01% | |
| CWEN | C | -0.01% | |
| TNET | D | -0.01% | |
| ASH | D | -0.01% | |
| OGN | D | -0.01% | |
| CHH | A | -0.01% | |
| FELE | B | -0.01% | |
| FLO | D | -0.01% | |
| M | D | -0.01% | |
| SLGN | A | -0.01% | |
| CELH | F | -0.01% | |
| SWX | B | -0.01% | |
| POR | C | -0.01% | |
| MMS | F | -0.01% | |
| TENB | C | -0.01% | |
| SON | D | -0.01% |
HAPI: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Utilities - Regulated Electric
Diversified Industrials
Drug Manufacturers - Major
Asset Management
Internet Content & Information
Business Services
Capital Markets
Communication Equipment
Credit Services
Financial Data & Stock Exchanges
Household & Personal Products
Information Technology Services
Medical Instruments & Supplies
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Airlines
CDEI: Top Represented Industries & Keywords
Industries:
Software - Application
Banks - Regional - US
Business Services
Diversified Industrials
Utilities - Regulated Electric
Medical Devices
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Biotechnology
Building Materials
Capital Markets
Insurance - Life
Software - Infrastructure
Asset Management
Communication Equipment
Discount Stores
Engineering & Construction
Health Care Plans
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