INFO vs. ESGY ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to American Century Sustainable Growth ETF (ESGY)

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

ESGY

American Century Sustainable Growth ETF

ESGY Description

The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stockâs growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.15

Average Daily Volume

996

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	INFO	ESGY
30 Days	1.88%	2.71%
60 Days		3.88%
90 Days		4.75%
12 Months		30.25%

34 Overlapping Holdings

Symbol	Grade	Weight in INFO	Weight in ESGY	Overlap
A	D	0.73%	0.53%	0.53%
AAPL	C	6.96%	12.07%	6.96%
AMAT	F	0.93%	1.14%	0.93%
AMD	F	0.19%	1.49%	0.19%
AMZN	C	4.08%	5.06%	4.08%
ANET	C	0.82%	0.37%	0.37%
AVGO	D	1.22%	1.61%	1.22%
CI	F	0.88%	0.56%	0.56%
CRM	B	1.54%	0.68%	0.68%
EBAY	D	0.25%	0.28%	0.25%
EQIX	A	0.69%	0.5%	0.5%
GOOGL	C	3.86%	6.79%	3.86%
HD	A	0.08%	1.17%	0.08%
HLT	A	0.05%	0.61%	0.05%
INTU	C	0.81%	0.73%	0.73%
LLY	F	0.91%	2.57%	0.91%
MA	C	1.61%	1.49%	1.49%
META	D	3.01%	3.97%	3.01%
MSFT	F	6.1%	13.99%	6.1%
MSI	B	0.95%	0.44%	0.44%
NFLX	A	1.13%	0.58%	0.58%
NOW	A	1.2%	1.53%	1.2%
NVDA	C	7.25%	11.47%	7.25%
PEP	F	0.76%	0.96%	0.76%
SNOW	C	0.22%	0.27%	0.22%
SPGI	C	0.69%	0.43%	0.43%
TGT	F	0.68%	0.3%	0.3%
TJX	A	1.04%	0.93%	0.93%
TSLA	B	1.38%	1.87%	1.38%
TT	A	0.95%	0.89%	0.89%
UBER	D	0.34%	0.92%	0.34%
UNH	C	0.34%	0.7%	0.34%
V	A	1.13%	2.6%	1.13%
WDAY	B	0.42%	0.73%	0.42%

INFO Overweight 82 Positions Relative to ESGY

Symbol	Grade	Weight
JPM	A	1.87%
WMT	A	1.22%
XOM	B	1.16%
MRK	F	1.12%
WFC	A	1.12%
GE	D	1.1%
GM	B	1.02%
SYF	B	1.01%
BRK.A	B	0.99%
BKR	B	0.97%
LMT	D	0.94%
JNJ	D	0.94%
MCK	B	0.94%
QCOM	F	0.89%
COST	B	0.89%
LRCX	F	0.87%
SPG	B	0.86%
CMCSA	B	0.86%
ETR	B	0.85%
ALL	A	0.83%
MSCI	C	0.82%
MMC	B	0.81%
HIG	B	0.79%
LDOS	C	0.78%
EXC	C	0.76%
EQR	B	0.76%
CTVA	C	0.76%
NRG	B	0.74%
CBOE	B	0.73%
HOLX	D	0.73%
MAS	D	0.72%
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%
MTD	D	0.48%
BK	A	0.48%
AVY	D	0.46%
GDDY	A	0.43%
PYPL	B	0.43%
DD	D	0.42%
CNC	D	0.41%
ROST	C	0.41%
DASH	A	0.4%
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%
ALNY	D	0.3%
ILMN	D	0.3%
ATR	B	0.3%
WAB	B	0.27%
CBSH	A	0.25%
UNM	A	0.25%
MU	D	0.23%
DHI	D	0.22%
AXS	A	0.2%
MKC	D	0.2%
QRVO	F	0.19%
NOV	C	0.19%
DTE	C	0.18%
NXPI	D	0.17%
EOG	A	0.16%
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%

INFO Underweight 50 Positions Relative to ESGY

Symbol	Grade	Weight
ABBV	D	-1.01%
CDNS	B	-0.96%
NVO	D	-0.96%
PGR	A	-0.76%
IDXX	F	-0.71%
LIN	D	-0.67%
KO	D	-0.66%
ASML	F	-0.6%
ADP	B	-0.59%
ADBE	C	-0.57%
VRT	B	-0.55%
CMG	B	-0.55%
ZTS	D	-0.55%
SQ	B	-0.55%
VRTX	F	-0.52%
ADI	D	-0.5%
FDX	B	-0.5%
UNP	C	-0.44%
CDW	F	-0.42%
DECK	A	-0.41%
CRWD	B	-0.4%
APTV	D	-0.39%
SYY	B	-0.36%
YETI	C	-0.36%
PANW	C	-0.35%
TSCO	D	-0.32%
SLB	C	-0.32%
ACN	C	-0.31%
DT	C	-0.29%
ABNB	C	-0.29%
KMX	B	-0.28%
POOL	C	-0.28%
XYL	D	-0.28%
DDOG	A	-0.25%
ETN	A	-0.25%
OKTA	C	-0.24%
WST	C	-0.21%
ELV	F	-0.2%
GWW	B	-0.18%
MDB	C	-0.16%
SAIA	B	-0.15%
CPRT	A	-0.15%
CROX	D	-0.14%
HUBS	A	-0.13%
TREX	C	-0.13%
BURL	A	-0.12%
PD	C	-0.11%
URI	B	-0.1%
LULU	C	-0.07%
DXCM	D	-0.05%