INFO vs. CGGR ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to Capital Group Growth ETF (CGGR)

INFO

Harbor PanAgora Dynamic Large Cap Core ETF

INFO Description

INFO aims to generate alpha consistently within the large-cap US market. Portfolio construction utilizes a bottom-up investment strategy integrating fundamental analysis with quantitative techniques and risk management tools. The subadvisor employs a proprietary alpha modeling framework to identify companies with strong financial and operational health, aiming for above-market returns relative to the S&P 500 Index. The strategy incorporates uncorrelated alpha factors, such as value, momentum, and quality. Additionally, ESG attributes are also evaluated to enhance the overall alpha scores. Security weighting is determined using a proprietary optimization technique, balancing alpha generation with risk metrics like tracking err, market risk, and concentration risk.

Grade (RS Rating)

Last Trade

$20.71

Average Daily Volume

785

Number of Holdings ^*

116

* may have additional holdings in another (foreign) market

CGGR

Capital Group Growth ETF

CGGR Description

Capital Group Growth ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Growth ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$37.48

Average Daily Volume

1,319,172

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	INFO	CGGR
30 Days	1.88%	6.93%
60 Days		8.51%
90 Days		11.08%
12 Months		41.78%

27 Overlapping Holdings

Symbol	Grade	Weight in INFO	Weight in CGGR	Overlap
AAPL	C	6.96%	2.3%	2.3%
ALNY	D	0.3%	1.37%	0.3%
AMAT	F	0.93%	0.39%	0.39%
AMZN	C	4.08%	1.62%	1.62%
AVGO	D	1.22%	3.27%	1.22%
COST	B	0.89%	0.65%	0.65%
CRM	B	1.54%	1.67%	1.54%
DASH	A	0.4%	1.12%	0.4%
DHI	D	0.22%	0.43%	0.22%
EOG	A	0.16%	0.52%	0.16%
GE	D	1.1%	1.07%	1.07%
GOOGL	C	3.86%	1.79%	1.79%
HD	A	0.08%	0.69%	0.08%
LLY	F	0.91%	1.32%	0.91%
MA	C	1.61%	0.94%	0.94%
META	D	3.01%	8.93%	3.01%
MSFT	F	6.1%	4.68%	4.68%
MSI	B	0.95%	0.53%	0.53%
MTD	D	0.48%	0.27%	0.27%
MU	D	0.23%	0.38%	0.23%
NFLX	A	1.13%	5.02%	1.13%
NVDA	C	7.25%	3.53%	3.53%
TGT	F	0.68%	0.42%	0.42%
TSLA	B	1.38%	4.32%	1.38%
UBER	D	0.34%	1.03%	0.34%
UNH	C	0.34%	1.88%	0.34%
V	A	1.13%	2.35%	1.13%

INFO Overweight 89 Positions Relative to CGGR

Symbol	Grade	Weight
JPM	A	1.87%
WMT	A	1.22%
NOW	A	1.2%
XOM	B	1.16%
MRK	F	1.12%
WFC	A	1.12%
TJX	A	1.04%
GM	B	1.02%
SYF	B	1.01%
BRK.A	B	0.99%
BKR	B	0.97%
TT	A	0.95%
LMT	D	0.94%
JNJ	D	0.94%
MCK	B	0.94%
QCOM	F	0.89%
CI	F	0.88%
LRCX	F	0.87%
SPG	B	0.86%
CMCSA	B	0.86%
ETR	B	0.85%
ALL	A	0.83%
MSCI	C	0.82%
ANET	C	0.82%
INTU	C	0.81%
MMC	B	0.81%
HIG	B	0.79%
LDOS	C	0.78%
EXC	C	0.76%
EQR	B	0.76%
CTVA	C	0.76%
PEP	F	0.76%
NRG	B	0.74%
CBOE	B	0.73%
A	D	0.73%
HOLX	D	0.73%
MAS	D	0.72%
SPGI	C	0.69%
EQIX	A	0.69%
NTAP	C	0.68%
FTV	C	0.64%
BMY	B	0.64%
MDLZ	F	0.62%
VRSK	A	0.61%
MPC	D	0.61%
ECL	D	0.57%
AXP	A	0.56%
INVH	D	0.56%
CL	D	0.55%
KR	B	0.52%
BK	A	0.48%
AVY	D	0.46%
GDDY	A	0.43%
PYPL	B	0.43%
DD	D	0.42%
WDAY	B	0.42%
CNC	D	0.41%
ROST	C	0.41%
SSNC	B	0.37%
MELI	D	0.36%
NEE	D	0.36%
INGR	B	0.35%
FTI	A	0.35%
VEEV	C	0.35%
PG	A	0.35%
RPM	A	0.34%
ILMN	D	0.3%
ATR	B	0.3%
WAB	B	0.27%
CBSH	A	0.25%
UNM	A	0.25%
EBAY	D	0.25%
SNOW	C	0.22%
AXS	A	0.2%
MKC	D	0.2%
AMD	F	0.19%
QRVO	F	0.19%
NOV	C	0.19%
DTE	C	0.18%
NXPI	D	0.17%
DUK	C	0.13%
MTG	C	0.13%
PH	A	0.13%
NOC	D	0.1%
THC	D	0.09%
AMT	D	0.08%
EQH	B	0.07%
TOL	B	0.06%
HLT	A	0.05%

INFO Underweight 60 Positions Relative to CGGR

Symbol	Grade	Weight
ISRG	A	-2.43%
GOOG	C	-2.42%
REGN	F	-1.71%
VRTX	F	-1.62%
SHOP	B	-1.42%
TDG	D	-1.32%
RCL	A	-1.17%
MSTR	C	-1.07%
CARR	D	-1.07%
FI	A	-1.06%
NET	B	-1.05%
BAC	A	-1.03%
TSM	B	-1.01%
KKR	A	-1.0%
GEV	B	-0.8%
HAL	C	-0.8%
PFGC	B	-0.78%
CHTR	C	-0.77%
TMO	F	-0.72%
IR	B	-0.66%
BSX	B	-0.66%
SLB	C	-0.65%
SNPS	B	-0.64%
APO	B	-0.59%
CEG	D	-0.58%
PCG	A	-0.56%
HCA	F	-0.56%
CAT	B	-0.55%
ABNB	C	-0.54%
TSCO	D	-0.53%
EFX	F	-0.52%
SNAP	C	-0.52%
CMG	B	-0.51%
UAL	A	-0.5%
URI	B	-0.49%
PWR	A	-0.49%
ETN	A	-0.45%
TOST	B	-0.45%
NCLH	B	-0.43%
ARMK	B	-0.41%
BX	A	-0.39%
ABT	B	-0.38%
DAY	B	-0.38%
ADBE	C	-0.37%
TEAM	A	-0.36%
ODFL	B	-0.36%
DHR	F	-0.34%
ATI	D	-0.34%
G	B	-0.33%
ASML	F	-0.32%
ALB	C	-0.29%
DELL	C	-0.29%
SQ	B	-0.27%
U	C	-0.26%
BA	F	-0.26%
MOH	F	-0.25%
SRPT	D	-0.24%
AFRM	B	-0.22%
Z	A	-0.21%
NVCR	C	-0.08%