IMCB vs. HAPY ETF Comparison
Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to Harbor Corporate Culture Leaders ETF (HAPY)
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
$75.41
Average Daily Volume
31,516
Number of Holdings
*
447
* 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
$23.43
Average Daily Volume
133
Number of Holdings
*
75
* may have additional holdings in another (foreign) market
Performance
| Period | IMCB | HAPY |
|---|---|---|
| 30 Days | 2.76% | 2.51% |
| 60 Days | 3.90% | 2.90% |
| 90 Days | 7.19% | 7.38% |
| 12 Months | 26.66% | 29.97% |
29 Overlapping Holdings
| Symbol | Grade | Weight in IMCB | Weight in HAPY | Overlap | |
|---|---|---|---|---|---|
| ACGL | B | 1.0% | 1.42% | 1.0% | |
| ADSK | C | 1.0% | 1.37% | 1.0% | |
| AEE | A | 1.0% | 1.33% | 1.0% | |
| ALLE | C | 1.0% | 1.38% | 1.0% | |
| CMI | C | 1.0% | 1.32% | 1.0% | |
| CPT | B | 1.0% | 1.33% | 1.0% | |
| DAL | C | 1.0% | 1.48% | 1.0% | |
| DAY | D | 1.0% | 1.41% | 1.0% | |
| DOC | C | 1.0% | 1.33% | 1.0% | |
| EXC | B | 1.0% | 1.39% | 1.0% | |
| EXR | B | 1.0% | 1.38% | 1.0% | |
| FDS | C | 1.0% | 1.41% | 1.0% | |
| GEHC | C | 1.0% | 1.36% | 1.0% | |
| GGG | C | 1.0% | 1.33% | 1.0% | |
| JNPR | A | 1.0% | 1.29% | 1.0% | |
| LHX | C | 1.0% | 1.31% | 1.0% | |
| LULU | D | 1.0% | 1.4% | 1.0% | |
| MDB | D | 1.0% | 1.57% | 1.0% | |
| MSCI | C | 1.0% | 1.31% | 1.0% | |
| NDAQ | A | 1.0% | 1.36% | 1.0% | |
| PCOR | F | 1.0% | 1.33% | 1.0% | |
| PHM | B | 1.0% | 1.44% | 1.0% | |
| PSTG | F | 1.0% | 1.04% | 1.0% | |
| SRPT | D | 1.0% | 1.23% | 1.0% | |
| STLD | D | 1.0% | 1.24% | 1.0% | |
| SYF | C | 1.0% | 1.3% | 1.0% | |
| TER | D | 1.0% | 1.33% | 1.0% | |
| TRMB | C | 1.0% | 1.36% | 1.0% | |
| TRV | C | 1.0% | 1.42% | 1.0% |
IMCB Overweight 418 Positions Relative to HAPY
| Symbol | Grade | Weight | |
|---|---|---|---|
| UHAL | B | 1.0% | |
| ALAB | D | 1.0% | |
| FWONA | C | 1.0% | |
| LEN | C | 1.0% | |
| AGR | B | 1.0% | |
| NWS | D | 1.0% | |
| PAG | D | 1.0% | |
| COTY | F | 1.0% | |
| WLK | D | 1.0% | |
| FOX | B | 1.0% | |
| CELH | F | 1.0% | |
| SNX | D | 1.0% | |
| BEN | F | 1.0% | |
| U | D | 1.0% | |
| AZPN | B | 1.0% | |
| SIRI | C | 1.0% | |
| BRKR | D | 1.0% | |
| WBA | F | 1.0% | |
| BSY | D | 1.0% | |
| UHAL | B | 1.0% | |
| CNM | F | 1.0% | |
| DINO | F | 1.0% | |
| WYNN | D | 1.0% | |
| ACI | F | 1.0% | |
| CHK | D | 1.0% | |
| DVA | B | 1.0% | |
| AR | F | 1.0% | |
| UNM | B | 1.0% | |
| MOS | F | 1.0% | |
| MORN | B | 1.0% | |
| CG | D | 1.0% | |
| PAYC | D | 1.0% | |
| MEDP | D | 1.0% | |
| MGM | D | 1.0% | |
| APA | F | 1.0% | |
| ALLY | D | 1.0% | |
| FOXA | B | 1.0% | |
| CNH | D | 1.0% | |
| HRL | D | 1.0% | |
| LW | D | 1.0% | |
| SOLV | C | 1.0% | |
| TAP | D | 1.0% | |
| AOS | D | 1.0% | |
| WTRG | D | 1.0% | |
| NWSA | D | 1.0% | |
| BJ | D | 1.0% | |
| CPB | B | 1.0% | |
| RRX | C | 1.0% | |
| CHDN | D | 1.0% | |
| TWLO | C | 1.0% | |
| CRL | F | 1.0% | |
| AFG | B | 1.0% | |
| QRVO | F | 1.0% | |
| SNAP | F | 1.0% | |
| LECO | F | 1.0% | |
| WMS | D | 1.0% | |
| OVV | F | 1.0% | |
| HII | D | 1.0% | |
| ALB | F | 1.0% | |
| INCY | C | 1.0% | |
| LKQ | F | 1.0% | |
| NVT | D | 1.0% | |
| HEI | A | 1.0% | |
| CCK | A | 1.0% | |
| RPRX | D | 1.0% | |
| EQH | C | 1.0% | |
| HOOD | C | 1.0% | |
| SAIA | D | 1.0% | |
| EPAM | F | 1.0% | |
| PFGC | B | 1.0% | |
| TFX | C | 1.0% | |
| IPG | C | 1.0% | |
| DOCU | C | 1.0% | |
| SCI | C | 1.0% | |
| TECH | D | 1.0% | |
| FND | C | 1.0% | |
| WING | B | 1.0% | |
| BLD | D | 1.0% | |
| OKTA | F | 1.0% | |
| EMN | B | 1.0% | |
| FIX | A | 1.0% | |
| FFIV | B | 1.0% | |
| FLEX | C | 1.0% | |
| HST | C | 1.0% | |
| KMX | D | 1.0% | |
| NBIX | F | 1.0% | |
| DKS | D | 1.0% | |
| TTEK | C | 1.0% | |
| CLH | A | 1.0% | |
| BXP | B | 1.0% | |
| JBL | D | 1.0% | |
| EXAS | C | 1.0% | |
| XPO | D | 1.0% | |
| REG | C | 1.0% | |
| SJM | C | 1.0% | |
| NDSN | C | 1.0% | |
| AES | C | 1.0% | |
| UTHR | C | 1.0% | |
| JKHY | C | 1.0% | |
| ERIE | B | 1.0% | |
| AMH | C | 1.0% | |
| ACM | B | 1.0% | |
| CE | F | 1.0% | |
| POOL | D | 1.0% | |
| RNR | B | 1.0% | |
| IBKR | A | 1.0% | |
| TW | B | 1.0% | |
| ELS | C | 1.0% | |
| GLPI | C | 1.0% | |
| WPC | C | 1.0% | |
| BG | D | 1.0% | |
| USFD | B | 1.0% | |
| UHS | B | 1.0% | |
| EVRG | B | 1.0% | |
| DLTR | F | 1.0% | |
| FNF | B | 1.0% | |
| DT | C | 1.0% | |
| UDR | C | 1.0% | |
| DPZ | D | 1.0% | |
| JBHT | D | 1.0% | |
| OC | C | 1.0% | |
| CF | C | 1.0% | |
| RGA | B | 1.0% | |
| VTRS | D | 1.0% | |
| CASY | D | 1.0% | |
| LYV | B | 1.0% | |
| ENPH | D | 1.0% | |
| MRO | C | 1.0% | |
| SNA | C | 1.0% | |
| L | D | 1.0% | |
| AKAM | D | 1.0% | |
| ROL | C | 1.0% | |
| RVTY | C | 1.0% | |
| NTNX | C | 1.0% | |
| SWK | B | 1.0% | |
| IEX | D | 1.0% | |
| TOL | B | 1.0% | |
| PNR | B | 1.0% | |
| LNT | B | 1.0% | |
| GEN | C | 1.0% | |
| CAG | C | 1.0% | |
| NI | B | 1.0% | |
| ZS | F | 1.0% | |
| NTRA | B | 1.0% | |
| KEY | B | 1.0% | |
| THC | B | 1.0% | |
| RPM | B | 1.0% | |
| TPL | A | 1.0% | |
| LPLA | D | 1.0% | |
| HEI | A | 1.0% | |
| VRSN | D | 1.0% | |
| AMCR | C | 1.0% | |
| RS | D | 1.0% | |
| SSNC | B | 1.0% | |
| BMRN | F | 1.0% | |
| KIM | C | 1.0% | |
| ZM | C | 1.0% | |
| LVS | D | 1.0% | |
| SWKS | F | 1.0% | |
| APTV | D | 1.0% | |
| PODD | B | 1.0% | |
| MANH | A | 1.0% | |
| UAL | C | 1.0% | |
| ENTG | F | 1.0% | |
| FWONK | C | 1.0% | |
| WSO | C | 1.0% | |
| IP | C | 1.0% | |
| WSM | D | 1.0% | |
| EG | C | 1.0% | |
| TXT | D | 1.0% | |
| NRG | A | 1.0% | |
| EXPE | C | 1.0% | |
| CCL | C | 1.0% | |
| EXPD | C | 1.0% | |
| CTRA | D | 1.0% | |
| ALGN | D | 1.0% | |
| LUV | C | 1.0% | |
| WBD | D | 1.0% | |
| DGX | C | 1.0% | |
| ZBRA | B | 1.0% | |
| TSN | D | 1.0% | |
| MAS | B | 1.0% | |
| PINS | F | 1.0% | |
| BURL | C | 1.0% | |
| AVY | D | 1.0% | |
| CNP | D | 1.0% | |
| ULTA | D | 1.0% | |
| NTRS | B | 1.0% | |
| AVTR | B | 1.0% | |
| J | C | 1.0% | |
| WRB | C | 1.0% | |
| SUI | C | 1.0% | |
| DG | F | 1.0% | |
| EME | A | 1.0% | |
| CFG | C | 1.0% | |
| LII | B | 1.0% | |
| DKNG | C | 1.0% | |
| EQT | D | 1.0% | |
| PKG | B | 1.0% | |
| HOLX | C | 1.0% | |
| LH | C | 1.0% | |
| PFG | B | 1.0% | |
| ARE | C | 1.0% | |
| TRU | B | 1.0% | |
| WAT | C | 1.0% | |
| GPC | D | 1.0% | |
| DRI | B | 1.0% | |
| BBY | C | 1.0% | |
| MAA | C | 1.0% | |
| OMC | B | 1.0% | |
| CSL | B | 1.0% | |
| EL | F | 1.0% | |
| BAH | B | 1.0% | |
| ESS | C | 1.0% | |
| MSTR | D | 1.0% | |
| BAX | C | 1.0% | |
| TDY | C | 1.0% | |
| MKL | C | 1.0% | |
| ILMN | C | 1.0% | |
| ATO | B | 1.0% | |
| STX | C | 1.0% | |
| RF | B | 1.0% | |
| CLX | C | 1.0% | |
| MOH | D | 1.0% | |
| WDC | D | 1.0% | |
| GDDY | C | 1.0% | |
| PTC | D | 1.0% | |
| CMS | B | 1.0% | |
| BALL | C | 1.0% | |
| LDOS | B | 1.0% | |
| HBAN | B | 1.0% | |
| INVH | C | 1.0% | |
| MKC | C | 1.0% | |
| CINF | C | 1.0% | |
| K | A | 1.0% | |
| HUBB | A | 1.0% | |
| CPAY | C | 1.0% | |
| BLDR | C | 1.0% | |
| COO | B | 1.0% | |
| ZBH | F | 1.0% | |
| WST | D | 1.0% | |
| HPE | D | 1.0% | |
| APP | B | 1.0% | |
| SMCI | F | 1.0% | |
| SW | C | 1.0% | |
| RJF | C | 1.0% | |
| FE | C | 1.0% | |
| FCNCA | D | 1.0% | |
| WY | C | 1.0% | |
| TROW | D | 1.0% | |
| MRNA | F | 1.0% | |
| PPL | B | 1.0% | |
| DECK | D | 1.0% | |
| ES | C | 1.0% | |
| RBLX | B | 1.0% | |
| NET | D | 1.0% | |
| FSLR | C | 1.0% | |
| NTAP | D | 1.0% | |
| TTWO | D | 1.0% | |
| STE | C | 1.0% | |
| LYB | F | 1.0% | |
| TYL | C | 1.0% | |
| BR | D | 1.0% | |
| STT | B | 1.0% | |
| HAL | F | 1.0% | |
| HUBS | D | 1.0% | |
| BRO | C | 1.0% | |
| DVN | F | 1.0% | |
| CHD | C | 1.0% | |
| DTE | B | 1.0% | |
| DOV | B | 1.0% | |
| KEYS | C | 1.0% | |
| FTV | C | 1.0% | |
| SBAC | C | 1.0% | |
| VLTO | B | 1.0% | |
| VST | A | 1.0% | |
| TEAM | D | 1.0% | |
| VTR | C | 1.0% | |
| ETR | A | 1.0% | |
| IFF | C | 1.0% | |
| EQR | C | 1.0% | |
| ARES | A | 1.0% | |
| DXCM | F | 1.0% | |
| CAH | C | 1.0% | |
| AXON | A | 1.0% | |
| MTB | A | 1.0% | |
| ANSS | D | 1.0% | |
| NVR | B | 1.0% | |
| GPN | D | 1.0% | |
| GRMN | D | 1.0% | |
| FITB | B | 1.0% | |
| CPNG | A | 1.0% | |
| AWK | C | 1.0% | |
| BIIB | F | 1.0% | |
| CDW | D | 1.0% | |
| HSY | D | 1.0% | |
| ADM | D | 1.0% | |
| MTD | D | 1.0% | |
| WAB | A | 1.0% | |
| FANG | D | 1.0% | |
| DELL | C | 1.0% | |
| ROK | F | 1.0% | |
| PPG | D | 1.0% | |
| ON | F | 1.0% | |
| WEC | B | 1.0% | |
| WTW | C | 1.0% | |
| TSCO | C | 1.0% | |
| VRT | C | 1.0% | |
| VMC | D | 1.0% | |
| KHC | C | 1.0% | |
| XYL | D | 1.0% | |
| CSGP | D | 1.0% | |
| MLM | D | 1.0% | |
| EBAY | B | 1.0% | |
| COIN | F | 1.0% | |
| DDOG | D | 1.0% | |
| DFS | B | 1.0% | |
| GLW | B | 1.0% | |
| VEEV | C | 1.0% | |
| EIX | C | 1.0% | |
| TRGP | B | 1.0% | |
| HPQ | D | 1.0% | |
| AVB | C | 1.0% | |
| ALNY | C | 1.0% | |
| CHTR | D | 1.0% | |
| DD | B | 1.0% | |
| BKR | D | 1.0% | |
| NUE | F | 1.0% | |
| HIG | B | 1.0% | |
| IRM | B | 1.0% | |
| VICI | C | 1.0% | |
| XEL | B | 1.0% | |
| DOW | D | 1.0% | |
| EA | D | 1.0% | |
| SQ | D | 1.0% | |
| HES | D | 1.0% | |
| CBRE | A | 1.0% | |
| ED | C | 1.0% | |
| IR | C | 1.0% | |
| ODFL | D | 1.0% | |
| EFX | C | 1.0% | |
| RMD | C | 1.0% | |
| KR | C | 1.0% | |
| YUM | F | 1.0% | |
| OTIS | C | 1.0% | |
| CTSH | C | 1.0% | |
| SYY | D | 1.0% | |
| HWM | B | 1.0% | |
| AME | C | 1.0% | |
| VRSK | D | 1.0% | |
| FERG | D | 1.0% | |
| IT | A | 1.0% | |
| CTVA | B | 1.0% | |
| RCL | A | 1.0% | |
| HUM | F | 1.0% | |
| PWR | B | 1.0% | |
| A | C | 1.0% | |
| FAST | C | 1.0% | |
| DASH | C | 1.0% | |
| KVUE | C | 1.0% | |
| CNC | C | 1.0% | |
| KDP | B | 1.0% | |
| MCHP | F | 1.0% | |
| LNG | C | 1.0% | |
| STZ | D | 1.0% | |
| IDXX | D | 1.0% | |
| EW | F | 1.0% | |
| COR | D | 1.0% | |
| KMI | A | 1.0% | |
| GIS | B | 1.0% | |
| PEG | B | 1.0% | |
| MPWR | C | 1.0% | |
| F | F | 1.0% | |
| PRU | C | 1.0% | |
| PCG | C | 1.0% | |
| CPRT | D | 1.0% | |
| AMP | B | 1.0% | |
| LEN | C | 1.0% | |
| PAYX | C | 1.0% | |
| IQV | D | 1.0% | |
| VLO | F | 1.0% | |
| TEL | D | 1.0% | |
| GWW | A | 1.0% | |
| FICO | B | 1.0% | |
| TTD | B | 1.0% | |
| URI | B | 1.0% | |
| FIS | B | 1.0% | |
| D | B | 1.0% | |
| KMB | D | 1.0% | |
| FTNT | B | 1.0% | |
| JCI | B | 1.0% | |
| AIG | D | 1.0% | |
| ALL | B | 1.0% | |
| PCAR | D | 1.0% | |
| SPG | A | 1.0% | |
| ROST | C | 1.0% | |
| SRE | B | 1.0% | |
| CCI | C | 1.0% | |
| BK | A | 1.0% | |
| DLR | B | 1.0% | |
| COF | A | 1.0% | |
| GM | B | 1.0% | |
| OKE | B | 1.0% | |
| HLT | B | 1.0% | |
| WDAY | D | 1.0% | |
| AZO | D | 1.0% | |
| AEP | C | 1.0% | |
| O | C | 1.0% | |
| WMB | B | 1.0% | |
| TFC | D | 1.0% | |
| AFL | C | 1.0% | |
| PSA | B | 1.0% | |
| DHI | C | 1.0% | |
| NSC | C | 1.0% | |
| GEV | B | 1.0% | |
| NEM | B | 1.0% | |
| CARR | B | 1.0% | |
| PLTR | B | 1.0% |
IMCB Underweight 46 Positions Relative to HAPY
| Symbol | Grade | Weight | |
|---|---|---|---|
| GWRE | A | -1.51% | |
| IOT | A | -1.5% | |
| DE | B | -1.43% | |
| CIEN | C | -1.42% | |
| NSA | B | -1.42% | |
| ADBE | F | -1.41% | |
| SLAB | D | -1.41% | |
| DBX | D | -1.4% | |
| NOW | A | -1.4% | |
| MA | C | -1.39% | |
| BKNG | B | -1.39% | |
| LAMR | A | -1.39% | |
| AMD | D | -1.39% | |
| SMAR | C | -1.38% | |
| SSB | B | -1.38% | |
| PLD | C | -1.37% | |
| CME | C | -1.36% | |
| PNFP | A | -1.36% | |
| CL | C | -1.35% | |
| CBOE | C | -1.34% | |
| MSFT | C | -1.33% | |
| NVDA | D | -1.32% | |
| INTU | C | -1.32% | |
| MRK | D | -1.32% | |
| RLI | B | -1.32% | |
| LMT | B | -1.31% | |
| SO | A | -1.31% | |
| ETSY | F | -1.3% | |
| TXN | C | -1.3% | |
| DLB | D | -1.3% | |
| AAPL | C | -1.3% | |
| CDNS | D | -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% | |
| GOOGL | D | -1.26% | |
| DV | F | -1.24% | |
| COP | D | -1.22% | |
| CMC | D | -1.21% | |
| OXY | F | -1.16% | |
| CABO | F | -1.13% | |
| RIG | F | -1.06% |
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
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
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