IAT vs. HAPY ETF Comparison

Comparison of iShares U.S. Regional Banks ETF (IAT) to Harbor Corporate Culture Leaders ETF (HAPY)
IAT

iShares U.S. Regional Banks ETF

IAT Description

The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$54.25

Average Daily Volume

366,117

Number of Holdings *

34

* may have additional holdings in another (foreign) market
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

$24.48

Average Daily Volume

65

Number of Holdings *

75

* may have additional holdings in another (foreign) market
Performance
Period IAT HAPY
30 Days 8.81% 0.93%
60 Days 12.64% 4.16%
90 Days 19.66% 8.07%
12 Months 55.37% 29.51%
4 Overlapping Holdings
Symbol Grade Weight in IAT Weight in HAPY Overlap
CFR B 1.59% 1.55% 1.55%
EWBC A 2.56% 1.54% 1.54%
PNFP A 1.7% 1.63% 1.63%
SSB B 1.44% 1.47% 1.44%
IAT Overweight 30 Positions Relative to HAPY
Symbol Grade Weight
PNC A 14.13%
USB A 13.33%
TFC A 10.67%
MTB A 4.88%
FITB A 4.77%
HBAN A 4.58%
FCNCA A 4.56%
RF A 4.3%
CFG A 3.74%
KEY A 3.18%
FHN A 1.95%
WBS A 1.84%
WAL B 1.77%
ZION A 1.57%
WTFC A 1.56%
CMA B 1.54%
CBSH A 1.5%
SNV B 1.43%
PB A 1.4%
BPOP D 1.24%
GBCI A 1.14%
FNB A 1.06%
HOMB A 1.02%
UBSI A 1.0%
UMBF B 0.96%
FFIN A 0.95%
OZK A 0.91%
VLY A 0.85%
BOKF A 0.46%
TFSL B 0.14%
IAT Underweight 71 Positions Relative to HAPY
Symbol Grade Weight
DAL A -1.86%
DAY B -1.77%
CIEN B -1.7%
BKNG A -1.62%
SYF B -1.62%
TRMB B -1.61%
GWRE A -1.57%
INTC C -1.55%
IOT B -1.55%
EVR B -1.54%
STLD B -1.52%
LULU C -1.51%
PCOR C -1.49%
NVDA B -1.48%
ADSK B -1.46%
NOW B -1.45%
S C -1.44%
CMI A -1.44%
DBX C -1.42%
TRV A -1.41%
FDS A -1.4%
MDB C -1.4%
SMAR A -1.39%
CMC B -1.38%
RLI A -1.37%
LHX B -1.36%
SLAB F -1.35%
MA A -1.35%
NDAQ A -1.34%
TXN B -1.33%
DE C -1.32%
GOOGL B -1.32%
CDNS B -1.31%
AEE A -1.31%
GGG A -1.29%
ALLE D -1.29%
LAMR D -1.28%
CME A -1.28%
PHM D -1.28%
INTU B -1.27%
CABO C -1.27%
DLB D -1.27%
MSCI A -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 D -1.2%
SO C -1.2%
COP B -1.2%
EXR C -1.19%
NSA C -1.19%
ACGL D -1.19%
MSFT D -1.19%
JNPR D -1.18%
LMT D -1.18%
CBOE C -1.14%
SPSC F -1.13%
PLD D -1.1%
ADBE F -1.08%
SRPT F -1.08%
CL C -1.07%
MRK F -1.07%
TER F -1.05%
PSTG F -1.04%
RIG D -1.04%
OXY D -1.04%
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