HAPY vs. IAK ETF Comparison

Comparison of Harbor Corporate Culture Leaders ETF (HAPY) to iShares U.S. Insurance ETF (IAK)

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

$24.97

Average Daily Volume

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IAK

iShares U.S. Insurance ETF

IAK Description

The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$134.89

Average Daily Volume

63,391

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HAPY	IAK
30 Days	4.58%	2.97%
60 Days	6.56%	4.45%
90 Days	8.28%	8.45%
12 Months	30.57%	38.87%

3 Overlapping Holdings

Symbol	Grade	Weight in HAPY	Weight in IAK	Overlap
ACGL	C	1.31%	3.88%	1.31%
RLI	A	1.35%	0.87%	0.87%
TRV	B	1.38%	6.34%	1.38%

HAPY Overweight 72 Positions Relative to IAK

Symbol	Grade	Weight
CBOE	C	1.4%
CL	D	1.4%
DE	B	1.39%
STLD	B	1.39%
NSA	C	1.38%
AEE	A	1.38%
EXC	C	1.38%
GGG	B	1.37%
COP	C	1.37%
OXY	D	1.37%
CME	B	1.37%
NDAQ	A	1.37%
BKNG	A	1.36%
CMC	B	1.36%
LAMR	C	1.36%
MA	B	1.36%
SO	C	1.36%
AAPL	C	1.35%
GOOGL	C	1.35%
EWBC	A	1.35%
SMAR	B	1.35%
EXR	C	1.35%
CMI	A	1.35%
TXN	C	1.35%
PNFP	B	1.35%
SSB	B	1.34%
CPT	B	1.34%
LMT	D	1.34%
CFR	B	1.34%
PSTG	D	1.34%
EVR	B	1.34%
PLD	F	1.34%
GWRE	A	1.34%
AMD	F	1.34%
ETSY	D	1.33%
LHX	C	1.33%
SYF	B	1.33%
GEHC	D	1.33%
PHM	D	1.33%
INTC	C	1.33%
DOC	C	1.32%
MSFT	D	1.32%
MSCI	C	1.32%
RIG	D	1.32%
CABO	B	1.32%
MRK	D	1.32%
FDS	B	1.32%
TRMB	B	1.32%
ALLE	C	1.32%
ADSK	A	1.32%
MMS	F	1.31%
NOW	A	1.31%
DAL	B	1.31%
IOT	A	1.31%
SPSC	D	1.31%
DLB	B	1.31%
CDNS	B	1.31%
TER	F	1.31%
MDB	B	1.3%
SLAB	F	1.3%
S	B	1.3%
INTU	B	1.3%
PCOR	B	1.29%
NVDA	B	1.29%
DV	C	1.29%
DAY	B	1.29%
SRPT	F	1.28%
CIEN	C	1.28%
DBX	B	1.28%
LULU	C	1.26%
ADBE	C	1.26%
JNPR	D	1.25%

HAPY Underweight 49 Positions Relative to IAK

Symbol	Grade	Weight
PGR	A	-16.35%
CB	C	-11.69%
AFL	B	-6.0%
MET	A	-4.7%
PRU	A	-4.66%
ALL	A	-4.52%
AIG	B	-4.47%
HIG	B	-4.02%
CINF	A	-2.76%
MKL	A	-2.61%
PFG	D	-2.17%
WRB	A	-2.12%
FNF	B	-1.82%
L	A	-1.78%
UNM	A	-1.42%
AIZ	A	-1.32%
KNSL	B	-1.24%
AFG	A	-1.21%
ERIE	D	-1.2%
PRI	B	-1.19%
GL	C	-1.16%
ORI	A	-1.05%
FAF	A	-0.79%
AXS	A	-0.78%
SIGI	C	-0.72%
THG	A	-0.7%
LNC	C	-0.6%
WTM	A	-0.58%
AGO	B	-0.54%
KMPR	A	-0.51%
CNO	B	-0.49%
BHF	C	-0.37%
OSCR	D	-0.36%
GNW	A	-0.35%
PLMR	A	-0.33%
STC	B	-0.24%
MCY	A	-0.24%
TRUP	B	-0.21%
LMND	B	-0.21%
HMN	B	-0.2%
SKWD	A	-0.2%
EIG	B	-0.16%
SAFT	B	-0.16%
CNA	C	-0.14%
AMSF	B	-0.14%
PRA	C	-0.1%
AMBC	C	-0.08%
UFCS	A	-0.06%
JRVR	F	-0.03%