HAPY vs. USMF ETF Comparison
Comparison of Harbor Corporate Culture Leaders ETF (HAPY) to WisdomTree U.S. Multifactor Fund (USMF)
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
$24.51
Average Daily Volume
65
Number of Holdings
*
75
* may have additional holdings in another (foreign) market
USMF
WisdomTree U.S. Multifactor Fund
USMF Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.Grade (RS Rating)
Last Trade
$50.69
Average Daily Volume
25,486
Number of Holdings
*
199
* may have additional holdings in another (foreign) market
Performance
| Period | HAPY | USMF |
|---|---|---|
| 30 Days | 1.05% | 1.64% |
| 60 Days | 4.60% | 4.94% |
| 90 Days | 7.23% | 6.30% |
| 12 Months | 28.31% | 28.86% |
14 Overlapping Holdings
| Symbol | Grade | Weight in HAPY | Weight in USMF | Overlap | |
|---|---|---|---|---|---|
| CBOE | C | 1.14% | 0.33% | 0.33% | |
| CL | D | 1.07% | 0.29% | 0.29% | |
| CME | A | 1.28% | 0.37% | 0.37% | |
| COP | B | 1.2% | 0.4% | 0.4% | |
| DBX | C | 1.42% | 1.02% | 1.02% | |
| DE | C | 1.32% | 0.31% | 0.31% | |
| EWBC | A | 1.54% | 0.32% | 0.32% | |
| JNPR | D | 1.18% | 1.0% | 1.0% | |
| LHX | B | 1.36% | 0.36% | 0.36% | |
| LMT | D | 1.18% | 0.4% | 0.4% | |
| MRK | F | 1.07% | 0.34% | 0.34% | |
| RLI | A | 1.37% | 0.36% | 0.36% | |
| SYF | B | 1.62% | 0.32% | 0.32% | |
| TRV | A | 1.41% | 0.37% | 0.37% |
HAPY Overweight 61 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| DAL | A | 1.86% | |
| DAY | B | 1.77% | |
| CIEN | B | 1.7% | |
| PNFP | B | 1.63% | |
| BKNG | A | 1.62% | |
| TRMB | B | 1.61% | |
| GWRE | A | 1.57% | |
| CFR | B | 1.55% | |
| INTC | C | 1.55% | |
| IOT | A | 1.55% | |
| EVR | B | 1.54% | |
| STLD | B | 1.52% | |
| LULU | C | 1.51% | |
| PCOR | C | 1.49% | |
| NVDA | A | 1.48% | |
| SSB | B | 1.47% | |
| ADSK | B | 1.46% | |
| NOW | B | 1.45% | |
| S | B | 1.44% | |
| CMI | A | 1.44% | |
| FDS | B | 1.4% | |
| MDB | C | 1.4% | |
| SMAR | A | 1.39% | |
| CMC | B | 1.38% | |
| SLAB | F | 1.35% | |
| MA | B | 1.35% | |
| NDAQ | A | 1.34% | |
| TXN | C | 1.33% | |
| GOOGL | B | 1.32% | |
| CDNS | B | 1.31% | |
| AEE | A | 1.31% | |
| GGG | B | 1.29% | |
| ALLE | D | 1.29% | |
| LAMR | D | 1.28% | |
| PHM | D | 1.28% | |
| INTU | B | 1.27% | |
| CABO | C | 1.27% | |
| DLB | F | 1.27% | |
| MSCI | B | 1.26% | |
| DV | C | 1.24% | |
| AMD | F | 1.24% | |
| DOC | D | 1.23% | |
| MMS | D | 1.23% | |
| ETSY | D | 1.22% | |
| AAPL | C | 1.21% | |
| EXC | C | 1.21% | |
| GEHC | D | 1.21% | |
| CPT | C | 1.2% | |
| SO | C | 1.2% | |
| EXR | C | 1.19% | |
| NSA | C | 1.19% | |
| ACGL | D | 1.19% | |
| MSFT | D | 1.19% | |
| SPSC | F | 1.13% | |
| PLD | D | 1.1% | |
| ADBE | D | 1.08% | |
| SRPT | F | 1.08% | |
| TER | F | 1.05% | |
| PSTG | F | 1.04% | |
| RIG | D | 1.04% | |
| OXY | F | 1.04% |
HAPY Underweight 185 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | A | -1.61% | |
| MSI | B | -1.52% | |
| GDDY | A | -1.49% | |
| VRSN | F | -1.43% | |
| CTSH | C | -1.38% | |
| ROP | C | -1.35% | |
| TDY | B | -1.34% | |
| IBM | C | -1.32% | |
| FFIV | B | -1.31% | |
| TMUS | B | -1.29% | |
| SNX | D | -1.17% | |
| TYL | B | -1.12% | |
| EA | A | -1.11% | |
| FOXA | B | -1.09% | |
| FICO | B | -1.08% | |
| ZM | B | -1.07% | |
| T | A | -1.05% | |
| GEN | B | -1.03% | |
| DOCU | B | -1.02% | |
| CVLT | B | -1.01% | |
| CRM | B | -0.99% | |
| AKAM | F | -0.96% | |
| CMCSA | B | -0.93% | |
| HPQ | B | -0.93% | |
| DT | C | -0.92% | |
| NYT | D | -0.88% | |
| FTNT | B | -0.88% | |
| VZ | C | -0.87% | |
| TJX | A | -0.85% | |
| DIS | B | -0.82% | |
| ORLY | B | -0.82% | |
| TXRH | B | -0.81% | |
| WDAY | C | -0.81% | |
| DRI | C | -0.79% | |
| NTAP | C | -0.79% | |
| EPAM | C | -0.76% | |
| IPG | F | -0.75% | |
| MUSA | B | -0.74% | |
| AZO | C | -0.73% | |
| LVS | B | -0.7% | |
| ARMK | C | -0.69% | |
| EBAY | D | -0.68% | |
| INFA | D | -0.66% | |
| NTNX | B | -0.64% | |
| GM | B | -0.63% | |
| HRB | D | -0.6% | |
| EXPE | B | -0.53% | |
| LDOS | C | -0.52% | |
| CRUS | F | -0.5% | |
| COR | B | -0.49% | |
| FSLR | F | -0.48% | |
| MCK | A | -0.46% | |
| ECL | D | -0.45% | |
| EHC | B | -0.44% | |
| CAH | B | -0.44% | |
| EXEL | B | -0.43% | |
| CACI | C | -0.43% | |
| AMP | A | -0.43% | |
| XOM | B | -0.43% | |
| GILD | C | -0.43% | |
| HOLX | D | -0.42% | |
| EOG | A | -0.42% | |
| WM | B | -0.42% | |
| BSX | A | -0.42% | |
| FI | A | -0.42% | |
| JNJ | D | -0.42% | |
| ADP | B | -0.41% | |
| UTHR | C | -0.41% | |
| DGX | A | -0.41% | |
| ETR | A | -0.4% | |
| INGR | B | -0.4% | |
| RSG | A | -0.4% | |
| ABT | A | -0.4% | |
| IBKR | A | -0.4% | |
| RJF | A | -0.4% | |
| ADTN | A | -0.4% | |
| BR | B | -0.39% | |
| JPM | A | -0.39% | |
| L | A | -0.39% | |
| DOV | B | -0.39% | |
| ANF | C | -0.39% | |
| HIG | B | -0.39% | |
| WFC | A | -0.39% | |
| GPK | D | -0.38% | |
| LH | B | -0.38% | |
| VRSK | B | -0.38% | |
| UNM | A | -0.38% | |
| ZBH | C | -0.38% | |
| BRK.A | B | -0.37% | |
| PPC | B | -0.37% | |
| ABBV | F | -0.37% | |
| PCAR | C | -0.37% | |
| ALSN | B | -0.37% | |
| CCK | D | -0.37% | |
| CHE | F | -0.37% | |
| ALL | A | -0.36% | |
| BRO | B | -0.36% | |
| AIZ | A | -0.36% | |
| ACI | C | -0.36% | |
| SSNC | C | -0.36% | |
| CINF | A | -0.36% | |
| BMY | A | -0.36% | |
| MRO | A | -0.35% | |
| AFL | C | -0.35% | |
| PRI | A | -0.35% | |
| ORI | A | -0.35% | |
| WMT | A | -0.35% | |
| CNA | C | -0.35% | |
| PGR | B | -0.35% | |
| GAP | D | -0.35% | |
| VOYA | B | -0.35% | |
| J | D | -0.34% | |
| RGA | B | -0.34% | |
| MO | A | -0.34% | |
| AIG | C | -0.34% | |
| AXP | B | -0.34% | |
| OGE | A | -0.34% | |
| BERY | D | -0.34% | |
| EME | A | -0.34% | |
| KR | B | -0.34% | |
| MSA | D | -0.34% | |
| MLI | B | -0.34% | |
| WRB | B | -0.33% | |
| NTRS | A | -0.33% | |
| MKL | A | -0.33% | |
| HAL | C | -0.33% | |
| PG | C | -0.32% | |
| MTB | A | -0.32% | |
| VTRS | A | -0.32% | |
| TAP | B | -0.32% | |
| VLO | C | -0.32% | |
| ELS | B | -0.32% | |
| GLPI | C | -0.32% | |
| PCG | A | -0.31% | |
| SYY | D | -0.31% | |
| NNN | C | -0.31% | |
| KMB | C | -0.31% | |
| HCA | F | -0.31% | |
| DVN | F | -0.31% | |
| UHS | D | -0.31% | |
| VICI | C | -0.31% | |
| TMO | F | -0.31% | |
| BAH | D | -0.31% | |
| CBSH | A | -0.31% | |
| ELV | F | -0.3% | |
| SAIC | F | -0.3% | |
| FRT | B | -0.3% | |
| POST | C | -0.3% | |
| REYN | D | -0.3% | |
| PNW | B | -0.3% | |
| DUK | C | -0.3% | |
| LPX | B | -0.29% | |
| RYAN | B | -0.29% | |
| SFM | A | -0.29% | |
| MPC | D | -0.29% | |
| MTG | D | -0.29% | |
| CRS | A | -0.29% | |
| THC | C | -0.28% | |
| FCNCA | A | -0.28% | |
| CI | D | -0.28% | |
| MAS | D | -0.28% | |
| REGN | F | -0.28% | |
| EIX | C | -0.28% | |
| AEP | C | -0.27% | |
| GIS | F | -0.27% | |
| WPC | C | -0.27% | |
| DVA | C | -0.27% | |
| CAG | F | -0.26% | |
| FDX | B | -0.26% | |
| KHC | F | -0.26% | |
| NBIX | C | -0.25% | |
| CNC | F | -0.25% | |
| DINO | D | -0.25% | |
| FCN | F | -0.24% | |
| PYPL | B | -0.23% | |
| HALO | F | -0.23% | |
| PAYC | B | -0.23% | |
| HII | F | -0.23% | |
| AMT | D | -0.22% | |
| APA | F | -0.22% | |
| MMM | D | -0.21% | |
| BMRN | F | -0.2% | |
| FMC | D | -0.18% | |
| GL | C | -0.14% | |
| LNTH | F | -0.13% |
HAPY: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Software - Infrastructure
Banks - Regional - US
Capital Markets
Communication Equipment
Financial Data & Stock Exchanges
REIT - Industrial
Credit Services
Diversified Industrials
Insurance - Property & Casualty
Oil & Gas E&P
Steel
Telecom Services
Utilities - Regulated Electric
Aerospace & Defense
Airlines
Apparel Stores
Banks - Global
Biotechnology
Keywords:
S&P 500
Nasdaq 100
Computing
Dow Jones Component
Natural Gas
Real Estate Investment Trust
Smartphones
Integrated Circuits
Operating System
Semiconductor
Software
Bank
Banking
Commercial Banking
Consumer Electronics
Insurance
Mobile Devices
Payment Processing
Telecommunications
Work From Home
USMF: Top Represented Industries & Keywords
Industries:
Software - Application
Insurance - Property & Casualty
Business Services
Biotechnology
Information Technology Services
Medical Care
Packaged Foods
Software - Infrastructure
Utilities - Regulated Electric
Drug Manufacturers - Major
Insurance - Diversified
Oil & Gas E&P
Telecom Services
Communication Equipment
Diagnostics & Research
Insurance - Life
Packaging & Containers
Specialty Retail
Apparel Stores
Asset Management
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