HAPY vs. PWB ETF Comparison

Comparison of Harbor Corporate Culture Leaders ETF (HAPY) to PowerShares Dynamic LargeCap Growth (PWB)

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

$23.43

Average Daily Volume

133

Number of Holdings ^*

* may have additional holdings in another (foreign) market

PWB

PowerShares Dynamic LargeCap Growth

PWB Description

The PowerShares Dynamic Large Cap Growth Portfolio (Fund) is based on the Dynamic Large Cap Growth IntellidexSM Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index seeks to provide capital appreciation while maintaining consistent stylistically accurate exposure. The Style Intellidexes apply a rigorous 10-factor style isolation process to objectively segregate companies into their appropriate investment style and size universe. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$98.16

Average Daily Volume

20,719

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HAPY	PWB
30 Days	2.51%	2.47%
60 Days	2.90%	4.36%
90 Days	7.38%	4.08%
12 Months	29.97%	44.40%

8 Overlapping Holdings

Symbol	Grade	Weight in HAPY	Weight in PWB	Overlap
AAPL	C	1.3%	3.24%	1.3%
ADBE	F	1.41%	3.42%	1.41%
BKNG	B	1.39%	1.42%	1.39%
CL	C	1.35%	1.43%	1.35%
GOOGL	D	1.26%	3.11%	1.26%
MA	B	1.39%	3.43%	1.39%
MSFT	C	1.33%	3.42%	1.33%
NVDA	D	1.32%	3.08%	1.32%

HAPY Overweight 67 Positions Relative to PWB

Symbol	Grade	Weight
MDB	D	1.57%
GWRE	A	1.51%
IOT	A	1.5%
DAL	C	1.48%
PHM	B	1.44%
DE	B	1.43%
CIEN	C	1.42%
TRV	B	1.42%
ACGL	B	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%
NOW	A	1.4%
EXC	B	1.39%
LAMR	A	1.39%
AMD	D	1.39%
ALLE	C	1.38%
SMAR	C	1.38%
EXR	B	1.38%
SSB	B	1.38%
PLD	C	1.37%
ADSK	C	1.37%
CME	C	1.36%
TRMB	C	1.36%
NDAQ	A	1.36%
GEHC	C	1.36%
PNFP	A	1.36%
CBOE	C	1.34%
GGG	C	1.33%
PCOR	F	1.33%
TER	D	1.33%
AEE	A	1.33%
CPT	B	1.33%
DOC	C	1.33%
INTU	C	1.32%
MRK	D	1.32%
RLI	B	1.32%
CMI	C	1.32%
MSCI	C	1.31%
LHX	C	1.31%
LMT	B	1.31%
SO	A	1.31%
ETSY	F	1.3%
SYF	C	1.3%
TXN	C	1.3%
DLB	D	1.3%
CDNS	D	1.29%
JNPR	A	1.29%
EVR	A	1.29%
CFR	C	1.29%
EWBC	D	1.29%
MMS	C	1.28%
SPSC	D	1.27%
S	C	1.27%
INTC	F	1.26%
DV	F	1.24%
STLD	D	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%

HAPY Underweight 42 Positions Relative to PWB

Symbol	Grade	Weight
ORCL	B	-3.86%
AMZN	C	-3.58%
V	C	-3.49%
META	A	-3.35%
COST	B	-3.34%
TMUS	C	-3.29%
NFLX	B	-3.27%
LLY	C	-3.25%
CRM	D	-3.18%
FICO	B	-1.54%
BSX	B	-1.49%
MELI	B	-1.49%
GD	B	-1.47%
ETN	C	-1.46%
ANET	A	-1.46%
SPGI	A	-1.46%
GWW	A	-1.46%
CTAS	C	-1.46%
TT	A	-1.45%
PGR	A	-1.44%
TDG	B	-1.44%
MSI	B	-1.44%
ALL	B	-1.43%
ECL	A	-1.43%
AXP	B	-1.42%
HLT	B	-1.41%
IR	C	-1.41%
RSG	D	-1.41%
PWR	B	-1.41%
WM	D	-1.41%
SPOT	B	-1.41%
KKR	A	-1.4%
NU	B	-1.4%
MCO	A	-1.4%
FTNT	B	-1.39%
HWM	B	-1.38%
CEG	A	-1.37%
MPWR	C	-1.35%
APH	C	-1.35%
AMAT	D	-1.33%
SCCO	D	-1.32%
KLAC	D	-1.28%