HAPI vs. IMCB ETF Comparison
Comparison of Harbor Corporate Culture ETF (HAPI) to iShares Morningstar Mid-Cap ETF (IMCB)
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
IMCB
iShares Morningstar Mid-Cap ETF
IMCB Description
IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.Grade (RS Rating)
Last Trade
$81.50
Average Daily Volume
28,342
Number of Holdings
*
447
* may have additional holdings in another (foreign) market
Performance
| Period | HAPI | IMCB |
|---|---|---|
| 30 Days | 2.60% | 6.60% |
| 60 Days | 4.98% | 7.43% |
| 90 Days | 6.65% | 9.78% |
| 12 Months | 35.11% | 32.75% |
78 Overlapping Holdings
| Symbol | Grade | Weight in HAPI | Weight in IMCB | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.2% | 0.34% | 0.2% | |
| ACGL | D | 0.19% | 0.33% | 0.19% | |
| ADSK | A | 0.2% | 0.58% | 0.2% | |
| AEE | A | 0.16% | 0.21% | 0.16% | |
| ALNY | D | 0.17% | 0.28% | 0.17% | |
| ANSS | B | 0.09% | 0.26% | 0.09% | |
| ARES | A | 0.12% | 0.28% | 0.12% | |
| BAH | F | 0.11% | 0.17% | 0.11% | |
| BG | F | 0.08% | 0.11% | 0.08% | |
| BKR | B | 0.26% | 0.38% | 0.26% | |
| BLDR | D | 0.19% | 0.19% | 0.19% | |
| BMRN | D | 0.06% | 0.11% | 0.06% | |
| BR | A | 0.09% | 0.23% | 0.09% | |
| BRO | B | 0.14% | 0.24% | 0.14% | |
| BSY | D | 0.03% | 0.06% | 0.03% | |
| CINF | A | 0.13% | 0.2% | 0.13% | |
| CMI | A | 0.29% | 0.44% | 0.29% | |
| CPT | B | 0.07% | 0.11% | 0.07% | |
| CTVA | C | 0.31% | 0.35% | 0.31% | |
| DAL | C | 0.23% | 0.37% | 0.23% | |
| DD | D | 0.29% | 0.31% | 0.29% | |
| DOC | D | 0.07% | 0.13% | 0.07% | |
| DOW | F | 0.29% | 0.28% | 0.28% | |
| DTE | C | 0.16% | 0.22% | 0.16% | |
| EBAY | D | 0.29% | 0.28% | 0.28% | |
| ED | D | 0.23% | 0.29% | 0.23% | |
| EIX | B | 0.22% | 0.28% | 0.22% | |
| EPAM | C | 0.04% | 0.12% | 0.04% | |
| ESS | B | 0.11% | 0.17% | 0.11% | |
| EW | C | 0.21% | 0.35% | 0.21% | |
| EXC | C | 0.26% | 0.33% | 0.26% | |
| EXPE | B | 0.26% | 0.2% | 0.2% | |
| EXR | D | 0.2% | 0.3% | 0.2% | |
| F | C | 0.16% | 0.38% | 0.16% | |
| FDS | B | 0.06% | 0.17% | 0.06% | |
| FICO | B | 0.17% | 0.5% | 0.17% | |
| FTNT | C | 0.18% | 0.54% | 0.18% | |
| GEHC | F | 0.15% | 0.29% | 0.15% | |
| GEV | B | 0.48% | 0.79% | 0.48% | |
| GIS | D | 0.15% | 0.32% | 0.15% | |
| GWW | B | 0.41% | 0.46% | 0.41% | |
| HIG | B | 0.19% | 0.3% | 0.19% | |
| HLT | A | 0.58% | 0.54% | 0.54% | |
| HPE | B | 0.09% | 0.24% | 0.09% | |
| HPQ | B | 0.12% | 0.32% | 0.12% | |
| HUBS | A | 0.1% | 0.31% | 0.1% | |
| IT | C | 0.13% | 0.36% | 0.13% | |
| J | F | 0.05% | 0.16% | 0.05% | |
| KMB | D | 0.18% | 0.39% | 0.18% | |
| LHX | C | 0.28% | 0.41% | 0.28% | |
| LII | A | 0.11% | 0.17% | 0.11% | |
| LULU | C | 0.31% | 0.32% | 0.31% | |
| LUV | C | 0.1% | 0.17% | 0.1% | |
| MDB | C | 0.05% | 0.18% | 0.05% | |
| MOH | F | 0.08% | 0.16% | 0.08% | |
| MSCI | C | 0.15% | 0.42% | 0.15% | |
| NDAQ | A | 0.16% | 0.27% | 0.16% | |
| NTAP | C | 0.08% | 0.21% | 0.08% | |
| PFG | D | 0.12% | 0.18% | 0.12% | |
| PHM | D | 0.11% | 0.24% | 0.11% | |
| PWR | A | 0.26% | 0.42% | 0.26% | |
| RBLX | C | 0.07% | 0.24% | 0.07% | |
| RMD | C | 0.2% | 0.3% | 0.2% | |
| ROK | B | 0.09% | 0.29% | 0.09% | |
| SBAC | D | 0.14% | 0.21% | 0.14% | |
| SPG | B | 0.31% | 0.48% | 0.31% | |
| STLD | B | 0.2% | 0.18% | 0.18% | |
| STZ | D | 0.14% | 0.35% | 0.14% | |
| SYF | B | 0.15% | 0.23% | 0.15% | |
| TEAM | A | 0.13% | 0.35% | 0.13% | |
| TER | D | 0.05% | 0.15% | 0.05% | |
| TRMB | B | 0.05% | 0.15% | 0.05% | |
| TRV | B | 0.33% | 0.52% | 0.33% | |
| TTD | B | 0.15% | 0.49% | 0.15% | |
| URI | B | 0.31% | 0.5% | 0.31% | |
| WDAY | B | 0.16% | 0.51% | 0.16% | |
| WMB | A | 0.56% | 0.59% | 0.56% | |
| ZBRA | B | 0.06% | 0.18% | 0.06% |
HAPI Overweight 73 Positions Relative to IMCB
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 8.04% | |
| AAPL | C | 5.25% | |
| AMZN | C | 5.0% | |
| MSFT | F | 4.3% | |
| JPM | A | 3.99% | |
| META | D | 3.22% | |
| GOOGL | C | 3.2% | |
| LLY | F | 2.89% | |
| GOOG | C | 2.81% | |
| MA | C | 2.54% | |
| JNJ | D | 2.09% | |
| CVX | A | 2.07% | |
| BAC | A | 1.88% | |
| XLC | A | 1.59% | |
| PG | A | 1.56% | |
| BKNG | A | 1.52% | |
| BSX | B | 1.15% | |
| NFLX | A | 1.14% | |
| CAT | B | 1.13% | |
| GE | D | 1.05% | |
| MS | A | 1.02% | |
| ISRG | A | 1.01% | |
| HON | B | 0.95% | |
| CRM | B | 0.94% | |
| KO | D | 0.93% | |
| AXP | A | 0.91% | |
| AMGN | D | 0.89% | |
| BLK | C | 0.87% | |
| PEP | F | 0.84% | |
| LMT | D | 0.83% | |
| PFE | D | 0.77% | |
| AMAT | F | 0.76% | |
| MELI | D | 0.76% | |
| CSCO | B | 0.75% | |
| ADBE | C | 0.74% | |
| BX | A | 0.71% | |
| MAR | B | 0.68% | |
| AMD | F | 0.67% | |
| DE | A | 0.67% | |
| GILD | C | 0.65% | |
| SO | D | 0.64% | |
| NOW | A | 0.63% | |
| TXN | C | 0.61% | |
| FCX | D | 0.61% | |
| DUK | C | 0.6% | |
| IBM | C | 0.6% | |
| INTU | C | 0.57% | |
| PLD | D | 0.56% | |
| QCOM | F | 0.56% | |
| KKR | A | 0.5% | |
| ABNB | C | 0.49% | |
| ZTS | D | 0.46% | |
| EQIX | A | 0.46% | |
| NOC | D | 0.45% | |
| CME | A | 0.44% | |
| ADP | B | 0.39% | |
| SLB | C | 0.38% | |
| MO | A | 0.38% | |
| BDX | F | 0.36% | |
| MDLZ | F | 0.35% | |
| PANW | C | 0.34% | |
| NKE | D | 0.33% | |
| INTC | D | 0.32% | |
| CL | D | 0.3% | |
| OXY | D | 0.27% | |
| ANET | C | 0.27% | |
| KLAC | D | 0.25% | |
| MRVL | B | 0.24% | |
| SNPS | B | 0.24% | |
| CDNS | B | 0.24% | |
| CRWD | B | 0.21% | |
| SPOT | B | 0.17% | |
| CBOE | B | 0.12% |
HAPI Underweight 369 Positions Relative to IMCB
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -1.04% | |
| COF | B | -0.61% | |
| GM | B | -0.57% | |
| OKE | A | -0.55% | |
| CARR | D | -0.55% | |
| TFC | A | -0.54% | |
| NSC | B | -0.53% | |
| APP | B | -0.52% | |
| PCAR | B | -0.52% | |
| DLR | B | -0.51% | |
| JCI | C | -0.5% | |
| SRE | A | -0.5% | |
| BK | A | -0.5% | |
| MSTR | C | -0.5% | |
| AFL | B | -0.49% | |
| AMP | A | -0.49% | |
| RCL | A | -0.48% | |
| COIN | C | -0.48% | |
| DASH | A | -0.47% | |
| AZO | C | -0.47% | |
| PSA | D | -0.46% | |
| KMI | A | -0.46% | |
| ALL | A | -0.45% | |
| FIS | C | -0.44% | |
| AEP | D | -0.44% | |
| CPRT | A | -0.44% | |
| DHI | D | -0.43% | |
| O | D | -0.43% | |
| AIG | B | -0.43% | |
| PAYX | C | -0.42% | |
| LNG | B | -0.42% | |
| HWM | A | -0.41% | |
| SQ | B | -0.41% | |
| ROST | C | -0.41% | |
| NEM | D | -0.41% | |
| TEL | B | -0.41% | |
| FAST | B | -0.41% | |
| D | C | -0.41% | |
| VST | B | -0.4% | |
| PRU | A | -0.4% | |
| VRT | B | -0.39% | |
| CCI | D | -0.39% | |
| AME | A | -0.39% | |
| VLO | C | -0.39% | |
| PCG | A | -0.39% | |
| AXON | A | -0.38% | |
| PEG | A | -0.38% | |
| DFS | B | -0.38% | |
| COR | B | -0.37% | |
| IR | B | -0.37% | |
| TRGP | B | -0.37% | |
| ODFL | B | -0.37% | |
| OTIS | C | -0.36% | |
| HES | B | -0.36% | |
| CTSH | B | -0.36% | |
| VRSK | A | -0.36% | |
| KVUE | A | -0.36% | |
| FERG | B | -0.36% | |
| KR | B | -0.35% | |
| EA | A | -0.35% | |
| LEN | D | -0.35% | |
| CBRE | B | -0.35% | |
| XEL | A | -0.34% | |
| YUM | B | -0.34% | |
| DDOG | A | -0.34% | |
| CHTR | C | -0.34% | |
| IQV | D | -0.33% | |
| SYY | B | -0.33% | |
| VMC | B | -0.33% | |
| KDP | D | -0.32% | |
| MLM | B | -0.32% | |
| GLW | B | -0.32% | |
| MCHP | D | -0.31% | |
| IDXX | F | -0.31% | |
| NUE | C | -0.31% | |
| MTB | A | -0.31% | |
| DELL | C | -0.31% | |
| VEEV | C | -0.3% | |
| HUM | C | -0.3% | |
| WAB | B | -0.3% | |
| VICI | C | -0.29% | |
| WTW | B | -0.29% | |
| GRMN | B | -0.29% | |
| IRM | D | -0.29% | |
| FANG | D | -0.28% | |
| FITB | A | -0.28% | |
| EFX | F | -0.28% | |
| AVB | B | -0.28% | |
| RJF | A | -0.27% | |
| WEC | A | -0.27% | |
| CPNG | D | -0.27% | |
| CSGP | D | -0.27% | |
| CNC | D | -0.27% | |
| ETR | B | -0.27% | |
| PPG | F | -0.26% | |
| XYL | D | -0.26% | |
| GPN | B | -0.26% | |
| TTWO | A | -0.26% | |
| CAH | B | -0.26% | |
| DXCM | D | -0.26% | |
| UAL | A | -0.26% | |
| TSCO | D | -0.26% | |
| KHC | F | -0.25% | |
| STT | A | -0.25% | |
| ON | D | -0.25% | |
| KEYS | A | -0.24% | |
| MPWR | F | -0.24% | |
| FCNCA | A | -0.24% | |
| DECK | A | -0.24% | |
| NET | B | -0.24% | |
| NVR | D | -0.24% | |
| DOV | A | -0.24% | |
| VTR | C | -0.23% | |
| CPAY | A | -0.23% | |
| AWK | D | -0.23% | |
| TYL | B | -0.23% | |
| TPL | A | -0.23% | |
| HSY | F | -0.23% | |
| MTD | D | -0.23% | |
| CHD | B | -0.23% | |
| TROW | B | -0.23% | |
| FTV | C | -0.23% | |
| HAL | C | -0.23% | |
| PPL | B | -0.22% | |
| WST | C | -0.22% | |
| GDDY | A | -0.22% | |
| DVN | F | -0.22% | |
| ADM | D | -0.22% | |
| EQR | B | -0.22% | |
| SW | A | -0.22% | |
| HBAN | A | -0.22% | |
| EME | C | -0.21% | |
| LPLA | A | -0.21% | |
| HUBB | B | -0.21% | |
| BIIB | F | -0.21% | |
| RF | A | -0.21% | |
| EQT | B | -0.21% | |
| CDW | F | -0.21% | |
| CCL | B | -0.21% | |
| VLTO | D | -0.21% | |
| WAT | B | -0.2% | |
| TDY | B | -0.2% | |
| ZBH | C | -0.2% | |
| WY | D | -0.2% | |
| ILMN | D | -0.2% | |
| LDOS | C | -0.2% | |
| PTC | A | -0.2% | |
| IFF | D | -0.2% | |
| PKG | A | -0.19% | |
| CFG | B | -0.19% | |
| K | A | -0.19% | |
| LYB | F | -0.19% | |
| ES | D | -0.19% | |
| NTRS | A | -0.19% | |
| ATO | A | -0.19% | |
| STE | F | -0.19% | |
| MKL | A | -0.19% | |
| WBD | C | -0.19% | |
| CMS | C | -0.18% | |
| LH | C | -0.18% | |
| DRI | B | -0.18% | |
| WDC | D | -0.18% | |
| CLX | B | -0.18% | |
| OMC | C | -0.18% | |
| FE | C | -0.18% | |
| CSL | C | -0.18% | |
| SNA | A | -0.17% | |
| MKC | D | -0.17% | |
| IBKR | A | -0.17% | |
| CTRA | B | -0.17% | |
| EXE | B | -0.17% | |
| NRG | B | -0.17% | |
| ZS | C | -0.17% | |
| LYV | A | -0.17% | |
| INVH | D | -0.17% | |
| CNP | B | -0.17% | |
| TRU | D | -0.17% | |
| IP | B | -0.17% | |
| BALL | D | -0.17% | |
| DKNG | B | -0.17% | |
| STX | D | -0.17% | |
| LVS | C | -0.17% | |
| COO | D | -0.17% | |
| ZM | B | -0.17% | |
| FSLR | F | -0.17% | |
| FWONK | B | -0.16% | |
| BBY | D | -0.16% | |
| KEY | B | -0.16% | |
| TSN | B | -0.16% | |
| HOLX | D | -0.16% | |
| PODD | C | -0.16% | |
| ULTA | F | -0.16% | |
| WSO | A | -0.16% | |
| MAA | B | -0.16% | |
| WRB | A | -0.16% | |
| NTRA | B | -0.16% | |
| HOOD | B | -0.15% | |
| HEI | B | -0.15% | |
| ALGN | D | -0.15% | |
| KIM | A | -0.15% | |
| OC | A | -0.15% | |
| DG | F | -0.15% | |
| ARE | D | -0.15% | |
| EXPD | D | -0.15% | |
| BURL | A | -0.15% | |
| MANH | D | -0.15% | |
| XPO | B | -0.15% | |
| GEN | B | -0.15% | |
| RS | B | -0.15% | |
| GPC | D | -0.15% | |
| NTNX | A | -0.15% | |
| IEX | B | -0.15% | |
| MAS | D | -0.15% | |
| DGX | A | -0.15% | |
| PNR | A | -0.15% | |
| PINS | D | -0.15% | |
| RPM | A | -0.15% | |
| JBHT | C | -0.14% | |
| FLEX | A | -0.14% | |
| SUI | D | -0.14% | |
| L | A | -0.14% | |
| CF | B | -0.14% | |
| FNF | B | -0.14% | |
| FIX | A | -0.14% | |
| THC | D | -0.14% | |
| TOL | B | -0.14% | |
| WSM | B | -0.14% | |
| EG | C | -0.14% | |
| VRSN | F | -0.14% | |
| AVY | D | -0.14% | |
| SSNC | B | -0.14% | |
| NI | A | -0.14% | |
| BAX | D | -0.14% | |
| MRO | B | -0.14% | |
| TXT | D | -0.14% | |
| DOCU | A | -0.14% | |
| TWLO | A | -0.14% | |
| JBL | B | -0.13% | |
| FFIV | B | -0.13% | |
| AVTR | F | -0.13% | |
| RVTY | F | -0.13% | |
| EVRG | A | -0.13% | |
| SAIA | B | -0.13% | |
| AMCR | D | -0.13% | |
| ACM | A | -0.13% | |
| UTHR | C | -0.13% | |
| ROL | B | -0.13% | |
| DT | C | -0.13% | |
| TW | A | -0.13% | |
| EL | F | -0.13% | |
| GGG | B | -0.13% | |
| DPZ | C | -0.13% | |
| USFD | A | -0.13% | |
| CASY | A | -0.13% | |
| RGA | A | -0.13% | |
| LNT | A | -0.13% | |
| VTRS | A | -0.13% | |
| ENTG | D | -0.13% | |
| PSTG | D | -0.13% | |
| SWK | D | -0.12% | |
| CAG | D | -0.12% | |
| NDSN | B | -0.12% | |
| RNR | C | -0.12% | |
| PFGC | B | -0.12% | |
| MRNA | F | -0.12% | |
| UDR | B | -0.12% | |
| SWKS | F | -0.12% | |
| AKAM | D | -0.12% | |
| DLTR | F | -0.12% | |
| POOL | C | -0.12% | |
| EQH | B | -0.12% | |
| OVV | B | -0.11% | |
| LECO | B | -0.11% | |
| EMN | D | -0.11% | |
| UHS | D | -0.11% | |
| DAY | B | -0.11% | |
| UNM | A | -0.11% | |
| ALB | C | -0.11% | |
| AMH | D | -0.11% | |
| HST | C | -0.11% | |
| SCI | B | -0.11% | |
| NVT | B | -0.11% | |
| NBIX | C | -0.11% | |
| REG | B | -0.11% | |
| BXP | D | -0.11% | |
| KMX | B | -0.11% | |
| JNPR | F | -0.11% | |
| OKTA | C | -0.11% | |
| ALLE | D | -0.11% | |
| JKHY | D | -0.11% | |
| GLPI | C | -0.11% | |
| CLH | B | -0.11% | |
| INCY | C | -0.11% | |
| ELS | C | -0.11% | |
| APTV | D | -0.11% | |
| TTEK | F | -0.1% | |
| CCK | C | -0.1% | |
| FND | C | -0.1% | |
| IPG | D | -0.1% | |
| TAP | C | -0.1% | |
| NWSA | B | -0.1% | |
| FOXA | B | -0.1% | |
| CG | A | -0.1% | |
| PAYC | B | -0.1% | |
| DKS | C | -0.1% | |
| BLD | D | -0.1% | |
| RRX | B | -0.1% | |
| TECH | D | -0.1% | |
| SNAP | C | -0.1% | |
| LW | C | -0.1% | |
| SJM | D | -0.1% | |
| HEI | B | -0.1% | |
| WPC | D | -0.1% | |
| CNH | C | -0.09% | |
| WING | D | -0.09% | |
| ALLY | C | -0.09% | |
| SRPT | D | -0.09% | |
| CHDN | B | -0.09% | |
| AES | F | -0.09% | |
| CRL | C | -0.09% | |
| ERIE | D | -0.09% | |
| RPRX | D | -0.09% | |
| LKQ | D | -0.09% | |
| AFG | A | -0.09% | |
| BJ | A | -0.09% | |
| MOS | F | -0.08% | |
| ENPH | F | -0.08% | |
| AOS | F | -0.08% | |
| CPB | D | -0.08% | |
| HRL | D | -0.08% | |
| TFX | F | -0.08% | |
| SMCI | F | -0.08% | |
| AR | B | -0.08% | |
| WYNN | D | -0.08% | |
| MGM | D | -0.08% | |
| WMS | D | -0.08% | |
| MORN | B | -0.08% | |
| EXAS | D | -0.08% | |
| SOLV | C | -0.08% | |
| WTRG | B | -0.08% | |
| ACI | C | -0.07% | |
| CNM | D | -0.07% | |
| DVA | B | -0.07% | |
| HII | D | -0.07% | |
| CE | F | -0.07% | |
| APA | D | -0.07% | |
| MEDP | D | -0.07% | |
| PCOR | B | -0.06% | |
| UHAL | D | -0.06% | |
| QRVO | F | -0.06% | |
| WBA | F | -0.06% | |
| SIRI | C | -0.06% | |
| AZPN | A | -0.06% | |
| DINO | D | -0.06% | |
| BRKR | D | -0.05% | |
| U | C | -0.05% | |
| SNX | C | -0.05% | |
| FOX | A | -0.05% | |
| BEN | C | -0.05% | |
| CELH | F | -0.04% | |
| WLK | D | -0.04% | |
| COTY | F | -0.03% | |
| NWS | B | -0.03% | |
| PAG | B | -0.03% | |
| FWONA | B | -0.02% | |
| ALAB | B | -0.02% | |
| AGR | B | -0.02% | |
| LEN | D | -0.01% | |
| UHAL | D | -0.0% |
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
IMCB: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Business Services
Diversified Industrials
Utilities - Regulated Electric
Oil & Gas E&P
REIT - Residential
Biotechnology
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Software - Infrastructure
Engineering & Construction
Insurance - Property & Casualty
Medical Instruments & Supplies
Specialty Chemicals
Utilities - Diversified
Broadcasting - TV
Building Materials
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