INFO vs. FTLS ETF Comparison
Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to First Trust Long/Short Equity (FTLS)
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
$20.79
Average Daily Volume
799
Number of Holdings
*
119
* may have additional holdings in another (foreign) market
FTLS
First Trust Long/Short Equity
FTLS Description
The investment seeks to provide investors with long-term total return. Under normal circumstances, at least 80% of the fund's assets (plus the amount of any borrowing for investment purposes) will be exposed to U.S. exchange-listed equity securities of U.S. and foreign companies by investing in such securities directly and/or in U.S. exchange-traded funds ("ETFs") that provide exposure to such securities. It may invest up to 20% of its net assets (plus the amount of any borrowing for investment purposes) in U.S. exchange-listed equity index futures contracts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$65.61
Average Daily Volume
127,314
Number of Holdings
*
384
* may have additional holdings in another (foreign) market
Performance
| Period | INFO | FTLS |
|---|---|---|
| 30 Days | 3.02% | 2.28% |
| 60 Days | 3.80% | |
| 90 Days | 3.27% | |
| 12 Months | 21.14% |
46 Overlapping Holdings
| Symbol | Grade | Weight in INFO | Weight in FTLS | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 7.09% | 7.44% | 7.09% | |
| ALL | B | 0.84% | 0.88% | 0.84% | |
| AMAT | F | 1.0% | -0.04% | -0.04% | |
| AMD | F | 0.2% | -0.03% | -0.03% | |
| AMZN | C | 3.84% | 2.74% | 2.74% | |
| AVGO | D | 1.24% | 1.06% | 1.06% | |
| AVY | D | 0.46% | -0.07% | -0.07% | |
| AXS | A | 0.22% | 0.14% | 0.14% | |
| BK | A | 0.48% | -0.37% | -0.37% | |
| BKR | C | 0.87% | -0.13% | -0.13% | |
| BRK.A | B | 0.94% | 1.13% | 0.94% | |
| CBSH | B | 0.24% | 0.13% | 0.13% | |
| CL | D | 0.58% | 1.17% | 0.58% | |
| CMCSA | C | 0.86% | -0.65% | -0.65% | |
| FFIV | A | 0.09% | 0.4% | 0.09% | |
| GE | D | 1.12% | -0.03% | -0.03% | |
| GM | B | 0.84% | 0.14% | 0.14% | |
| GOOGL | C | 3.89% | 1.4% | 1.4% | |
| GWRE | B | 0.06% | -0.2% | -0.2% | |
| ILMN | C | 0.31% | 1.13% | 0.31% | |
| JNJ | D | 0.22% | 1.85% | 0.22% | |
| JPM | B | 1.84% | 0.93% | 0.93% | |
| KR | A | 0.52% | -0.25% | -0.25% | |
| LLY | F | 0.91% | 0.84% | 0.84% | |
| LMT | D | 0.29% | -0.32% | -0.32% | |
| MAS | C | 0.72% | 0.46% | 0.46% | |
| MDLZ | F | 0.17% | -0.33% | -0.33% | |
| META | D | 3.02% | 1.77% | 1.77% | |
| MPC | F | 0.6% | 1.37% | 0.6% | |
| MSFT | D | 5.94% | 4.45% | 4.45% | |
| MSI | C | 0.83% | -0.43% | -0.43% | |
| MU | D | 0.25% | -0.16% | -0.16% | |
| NFLX | B | 1.16% | -0.15% | -0.15% | |
| NOW | B | 1.16% | -0.35% | -0.35% | |
| NTAP | C | 0.75% | 0.75% | 0.75% | |
| NVDA | C | 7.33% | 4.84% | 4.84% | |
| PEP | F | 0.57% | -0.57% | -0.57% | |
| QCOM | F | 1.09% | 1.88% | 1.09% | |
| SLB | C | 0.23% | -0.12% | -0.12% | |
| SYF | A | 0.79% | 0.79% | 0.79% | |
| TSLA | B | 1.49% | -0.32% | -0.32% | |
| UNH | B | 0.66% | -0.4% | -0.4% | |
| VMC | B | 0.22% | -0.16% | -0.16% | |
| VRSK | A | 0.2% | -0.55% | -0.55% | |
| WMT | B | 1.26% | -0.03% | -0.03% | |
| XOM | C | 1.17% | -0.45% | -0.45% |
INFO Overweight 73 Positions Relative to FTLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| V | A | 1.78% | |
| MA | B | 1.6% | |
| CRM | B | 1.35% | |
| WFC | A | 1.1% | |
| TJX | A | 1.02% | |
| MRK | F | 1.02% | |
| BMY | B | 0.97% | |
| TT | B | 0.95% | |
| COST | B | 0.92% | |
| MCK | C | 0.91% | |
| ETR | B | 0.89% | |
| ANET | C | 0.89% | |
| LRCX | F | 0.89% | |
| SPG | C | 0.88% | |
| CI | D | 0.85% | |
| MMC | A | 0.82% | |
| DD | D | 0.81% | |
| RTX | D | 0.8% | |
| NRG | C | 0.8% | |
| HIG | B | 0.8% | |
| TSN | B | 0.79% | |
| MSCI | C | 0.77% | |
| INTU | C | 0.74% | |
| HOLX | D | 0.74% | |
| EQIX | A | 0.73% | |
| LDOS | D | 0.7% | |
| EXC | D | 0.69% | |
| SPGI | C | 0.68% | |
| WAB | B | 0.67% | |
| FTV | B | 0.64% | |
| JCI | C | 0.6% | |
| AXP | A | 0.56% | |
| BAC | A | 0.56% | |
| INVH | D | 0.56% | |
| ECL | D | 0.56% | |
| A | D | 0.54% | |
| MTD | F | 0.47% | |
| PODD | B | 0.43% | |
| ROST | C | 0.42% | |
| GDDY | B | 0.42% | |
| PYPL | A | 0.41% | |
| NEE | D | 0.41% | |
| BSX | C | 0.4% | |
| DASH | A | 0.39% | |
| WDAY | C | 0.38% | |
| EOG | C | 0.36% | |
| TXRH | A | 0.35% | |
| ACM | A | 0.35% | |
| NTRA | B | 0.35% | |
| UBER | D | 0.34% | |
| VEEV | B | 0.33% | |
| ALNY | D | 0.32% | |
| FITB | B | 0.32% | |
| ATR | B | 0.3% | |
| BRBR | B | 0.26% | |
| RJF | A | 0.26% | |
| UNM | A | 0.25% | |
| MKC | D | 0.23% | |
| NOC | D | 0.22% | |
| UAL | B | 0.22% | |
| DTE | C | 0.21% | |
| SNOW | C | 0.21% | |
| J | F | 0.21% | |
| NOV | C | 0.21% | |
| HD | A | 0.2% | |
| EVR | B | 0.2% | |
| DAL | B | 0.2% | |
| PSN | D | 0.18% | |
| ATI | D | 0.15% | |
| FTI | A | 0.15% | |
| THC | D | 0.1% | |
| AMT | D | 0.09% | |
| EQH | B | 0.08% |
INFO Underweight 338 Positions Relative to FTLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | A | -2.32% | |
| SCHW | A | -2.26% | |
| C | A | -2.18% | |
| LOW | C | -2.16% | |
| ACN | B | -2.11% | |
| PM | B | -1.92% | |
| FDX | B | -1.69% | |
| PH | A | -1.64% | |
| CME | A | -1.57% | |
| MO | A | -1.51% | |
| VLO | C | -1.43% | |
| USB | A | -1.35% | |
| KMI | B | -1.23% | |
| LNG | B | -1.19% | |
| GOOG | C | -1.17% | |
| CTAS | B | -1.09% | |
| TRV | B | -1.05% | |
| TFC | B | -1.02% | |
| FIS | D | -1.0% | |
| HPQ | B | -1.0% | |
| HWM | B | -0.97% | |
| SYY | C | -0.83% | |
| FANG | F | -0.83% | |
| PBR | C | -0.73% | |
| JBL | C | -0.73% | |
| TWLO | B | -0.72% | |
| AFL | B | -0.7% | |
| RL | B | -0.67% | |
| EAT | A | -0.65% | |
| TOL | A | -0.65% | |
| CSL | B | -0.6% | |
| PNR | B | -0.56% | |
| CF | B | -0.55% | |
| NVR | D | -0.55% | |
| INSM | C | -0.54% | |
| VLTO | C | -0.49% | |
| BJ | B | -0.47% | |
| GEN | A | -0.45% | |
| VRSN | F | -0.45% | |
| OKTA | C | -0.45% | |
| CROX | F | -0.44% | |
| ZIM | C | -0.44% | |
| FLEX | B | -0.44% | |
| NTRS | A | -0.42% | |
| GL | C | -0.41% | |
| NVS | F | -0.41% | |
| VICI | C | -0.4% | |
| PENN | C | -0.4% | |
| SWK | D | -0.4% | |
| CAG | D | -0.38% | |
| DBX | C | -0.36% | |
| EXP | B | -0.35% | |
| CRS | B | -0.34% | |
| SNA | A | -0.33% | |
| TKO | B | -0.32% | |
| WRB | A | -0.32% | |
| JAZZ | B | -0.31% | |
| LPX | B | -0.31% | |
| TTC | D | -0.31% | |
| AYI | B | -0.29% | |
| CCK | D | -0.29% | |
| ALLY | C | -0.29% | |
| PI | D | -0.27% | |
| ASO | F | -0.27% | |
| SPYV | A | -0.26% | |
| SCHV | A | -0.26% | |
| IWD | A | -0.26% | |
| EWBC | B | -0.25% | |
| CNK | B | -0.24% | |
| RPRX | D | -0.23% | |
| KNSL | B | -0.22% | |
| AIZ | B | -0.22% | |
| SAM | C | -0.21% | |
| WHD | A | -0.21% | |
| ALSN | B | -0.2% | |
| MGY | B | -0.2% | |
| MSM | C | -0.2% | |
| COLB | B | -0.19% | |
| UHS | D | -0.19% | |
| HRB | D | -0.19% | |
| EXEL | A | -0.19% | |
| THO | B | -0.18% | |
| PNFP | B | -0.17% | |
| ALKS | B | -0.17% | |
| GLBE | A | -0.17% | |
| ADMA | B | -0.17% | |
| CALM | B | -0.16% | |
| UMBF | B | -0.16% | |
| STNG | F | -0.16% | |
| TWST | C | -0.16% | |
| SFM | B | -0.16% | |
| ORI | A | -0.15% | |
| MATX | C | -0.15% | |
| PRI | A | -0.15% | |
| CRC | C | -0.15% | |
| SKYW | B | -0.15% | |
| CSWI | A | -0.13% | |
| PAA | B | -0.13% | |
| GMS | B | -0.13% | |
| CBT | C | -0.13% | |
| LEG | D | -0.13% | |
| LOGI | D | -0.13% | |
| GFF | B | -0.13% | |
| BFH | B | -0.13% | |
| SIGI | B | -0.13% | |
| FTDR | B | -0.12% | |
| SMPL | B | -0.12% | |
| ZWS | A | -0.12% | |
| VRNA | A | -0.12% | |
| MTG | B | -0.12% | |
| TCBI | B | -0.11% | |
| AM | B | -0.11% | |
| ENLC | B | -0.11% | |
| HESM | B | -0.11% | |
| OPCH | F | -0.11% | |
| PPC | C | -0.11% | |
| BFAM | F | -0.11% | |
| WGO | C | -0.11% | |
| KRG | B | -0.11% | |
| TBBK | B | -0.1% | |
| LOPE | B | -0.1% | |
| THG | C | -0.1% | |
| MMS | F | -0.1% | |
| ABM | B | -0.1% | |
| NSA | C | -0.1% | |
| ESNT | D | -0.09% | |
| KFY | B | -0.09% | |
| PRGS | A | -0.09% | |
| DBRG | F | -0.09% | |
| CARG | C | -0.09% | |
| VCYT | A | -0.09% | |
| CUBI | C | -0.09% | |
| LCII | C | -0.09% | |
| YOU | D | -0.09% | |
| GRBK | D | -0.09% | |
| EXTR | C | -0.09% | |
| GBCI | B | -0.09% | |
| LANC | C | -0.08% | |
| UBSI | B | -0.08% | |
| RDFN | D | -0.08% | |
| TXG | F | -0.08% | |
| EPR | D | -0.08% | |
| KMPR | B | -0.08% | |
| BOH | B | -0.08% | |
| FOLD | F | -0.08% | |
| RLI | A | -0.08% | |
| PAYO | B | -0.08% | |
| NMIH | C | -0.07% | |
| EBC | B | -0.07% | |
| BCRX | D | -0.07% | |
| FHB | B | -0.07% | |
| PBH | B | -0.07% | |
| PLXS | B | -0.07% | |
| WMB | B | -0.07% | |
| REVG | B | -0.07% | |
| AVNT | B | -0.07% | |
| HAYW | B | -0.07% | |
| AZZ | B | -0.07% | |
| ICFI | F | -0.06% | |
| ADUS | D | -0.06% | |
| WFG | C | -0.06% | |
| BRC | C | -0.06% | |
| OTEX | F | -0.06% | |
| PLMR | B | -0.06% | |
| AUB | B | -0.06% | |
| ROIC | A | -0.06% | |
| SUPN | C | -0.06% | |
| MQ | F | -0.06% | |
| COLL | F | -0.05% | |
| TRMD | F | -0.05% | |
| GSL | F | -0.05% | |
| AMPH | F | -0.05% | |
| CDNA | D | -0.04% | |
| MYGN | F | -0.04% | |
| VSAT | F | --0.01% | |
| VIST | B | --0.02% | |
| CBU | B | --0.02% | |
| AMRK | F | --0.02% | |
| GPRE | F | --0.02% | |
| RXST | F | --0.02% | |
| DNB | B | --0.02% | |
| COTY | F | --0.02% | |
| HLN | D | --0.02% | |
| KD | B | --0.02% | |
| RIVN | D | --0.02% | |
| SAIA | C | --0.02% | |
| FRO | F | --0.02% | |
| HON | B | --0.02% | |
| LKFN | B | --0.02% | |
| COHR | C | --0.02% | |
| UWMC | F | --0.02% | |
| WOLF | F | --0.02% | |
| AER | A | --0.02% | |
| IBOC | B | --0.02% | |
| NVEE | F | --0.02% | |
| EA | C | --0.02% | |
| CVX | B | --0.02% | |
| RUN | F | --0.02% | |
| ENS | D | --0.02% | |
| ARM | D | --0.02% | |
| FSLR | F | --0.02% | |
| ASPN | F | --0.02% | |
| OSK | B | --0.03% | |
| BE | B | --0.03% | |
| UTZ | D | --0.03% | |
| HHH | B | --0.03% | |
| PRCT | B | --0.03% | |
| PAR | A | --0.03% | |
| ICHR | C | --0.03% | |
| CNNE | B | --0.03% | |
| GKOS | B | --0.03% | |
| BVN | F | --0.03% | |
| BURL | B | --0.03% | |
| SDGR | C | --0.03% | |
| NEOG | C | --0.03% | |
| OSIS | A | --0.03% | |
| NWSA | B | --0.03% | |
| RDY | D | --0.03% | |
| CLH | B | --0.03% | |
| PSMT | C | --0.03% | |
| ARLO | C | --0.03% | |
| AMRC | F | --0.03% | |
| AZTA | D | --0.03% | |
| TMO | F | --0.03% | |
| DIOD | D | --0.03% | |
| SLGN | A | --0.03% | |
| FAST | B | --0.03% | |
| BIRK | C | --0.03% | |
| STZ | D | --0.04% | |
| CTRA | B | --0.04% | |
| GATX | A | --0.04% | |
| ATEC | C | --0.04% | |
| CFLT | B | --0.04% | |
| EQT | B | --0.04% | |
| ERJ | B | --0.04% | |
| APO | A | --0.04% | |
| FFIN | B | --0.04% | |
| TFIN | A | --0.04% | |
| MARA | C | --0.04% | |
| IRTC | C | --0.04% | |
| CRDO | B | --0.04% | |
| APPN | C | --0.04% | |
| ENR | A | --0.04% | |
| RCL | B | --0.04% | |
| RH | B | --0.04% | |
| ALB | C | --0.04% | |
| LMND | B | --0.05% | |
| SOFI | B | --0.05% | |
| AEO | F | --0.05% | |
| ACVA | B | --0.05% | |
| ACIW | B | --0.05% | |
| VRRM | F | --0.05% | |
| UPST | B | --0.05% | |
| LYFT | C | --0.05% | |
| DLB | B | --0.06% | |
| CDW | F | --0.06% | |
| COP | D | --0.06% | |
| TTD | B | --0.06% | |
| ZD | C | --0.06% | |
| WST | C | --0.06% | |
| MSA | C | --0.06% | |
| VAL | F | --0.06% | |
| VNT | C | --0.07% | |
| KTOS | B | --0.07% | |
| MMYT | B | --0.07% | |
| BA | D | --0.07% | |
| MUFG | B | --0.07% | |
| SSB | B | --0.07% | |
| SE | B | --0.07% | |
| IDCC | A | --0.07% | |
| AVAV | D | --0.07% | |
| HCA | F | --0.07% | |
| MAT | D | --0.08% | |
| CCOI | B | --0.08% | |
| NSIT | F | --0.08% | |
| NXPI | D | --0.08% | |
| R | B | --0.09% | |
| TRMB | B | --0.09% | |
| DY | D | --0.09% | |
| STM | F | --0.1% | |
| GPC | D | --0.1% | |
| VVV | F | --0.1% | |
| ING | F | --0.1% | |
| HII | F | --0.11% | |
| ARGX | B | --0.11% | |
| HAE | B | --0.11% | |
| KEYS | B | --0.12% | |
| HQY | B | --0.13% | |
| STE | F | --0.13% | |
| ABT | B | --0.14% | |
| PKG | B | --0.15% | |
| TM | D | --0.15% | |
| ASX | F | --0.15% | |
| INTC | C | --0.15% | |
| IPG | C | --0.16% | |
| INFY | B | --0.16% | |
| GSK | F | --0.16% | |
| SYK | C | --0.17% | |
| EFX | D | --0.19% | |
| URI | B | --0.2% | |
| BWXT | B | --0.2% | |
| FMX | F | --0.2% | |
| HSBC | B | --0.21% | |
| PCAR | B | --0.22% | |
| DEO | F | --0.22% | |
| CCEP | B | --0.23% | |
| PANW | C | --0.25% | |
| TYL | A | --0.25% | |
| GEHC | F | --0.26% | |
| PG | A | --0.26% | |
| SAP | B | --0.27% | |
| OMC | C | --0.27% | |
| NSC | A | --0.27% | |
| BABA | D | --0.28% | |
| SNPS | B | --0.29% | |
| MMM | D | --0.3% | |
| WAT | B | --0.3% | |
| UL | D | --0.3% | |
| ISRG | C | --0.32% | |
| TTWO | B | --0.33% | |
| CMI | A | --0.36% | |
| ZBH | C | --0.36% | |
| TXN | D | --0.36% | |
| HDB | A | --0.38% | |
| MCD | D | --0.41% | |
| ASML | F | --0.41% | |
| ORCL | C | --0.41% | |
| MLM | B | --0.46% | |
| WM | A | --0.47% | |
| DE | B | --0.48% | |
| PNC | A | --0.51% | |
| GD | F | --0.52% | |
| PAYX | B | --0.57% | |
| ETN | A | --0.58% | |
| LIN | D | --0.59% | |
| CDNS | B | --0.69% | |
| APD | A | --0.7% | |
| DIS | B | --0.73% |
INFO: Top Represented Industries & Keywords
Industries:
Software - Application
Credit Services
Capital Markets
Diagnostics & Research
Drug Manufacturers - Major
Oil & Gas Equipment & Services
Semiconductors
Aerospace & Defense
Banks - Global
Engineering & Construction
Insurance - Diversified
Internet Content & Information
Software - Infrastructure
Airlines
Apparel Stores
Auto Manufacturers
Banks - Regional - US
Building Materials
Discount Stores
Health Care Plans
FTLS: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Software - Application
Semiconductors
Software - Infrastructure
Biotechnology
Insurance - Property & Casualty
Business Services
Building Materials
Diversified Industrials
Aerospace & Defense
Diagnostics & Research
Medical Instruments & Supplies
Oil & Gas E&P
Banks - Global
Information Technology Services
Oil & Gas Midstream
Packaged Foods
Specialty Retail
Drug Manufacturers - Specialty & Generic
Electronic Components
Compare ETFs
