INFO vs. HUSV ETF Comparison
Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to First Trust Horizon Managed Volatility Domestic ETF (HUSV)
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
116
HUSV
First Trust Horizon Managed Volatility Domestic ETF
HUSV Description
The First Trust Horizon Managed Volatility Domestic ETF is an actively managed exchange-traded fund. The Fund's investment objective is to provide capital appreciation. Under normal market conditions, the Fund will seek to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in common stocks of domestic companies listed and traded on U.S. national securities exchanges that Horizon Investments, LLC believes exhibit low future expected volatility.Grade (RS Rating)
Last Trade
$39.39
Average Daily Volume
4,979
74
Performance
| Period | INFO | HUSV |
|---|---|---|
| 30 Days | 3.02% | 3.22% |
| 60 Days | 3.67% | |
| 90 Days | 4.63% | |
| 12 Months | 21.51% |
21 Overlapping Holdings
| Symbol | Grade | Weight in INFO | Weight in HUSV | Overlap | |
|---|---|---|---|---|---|
| AVY | D | 0.46% | 1.09% | 0.46% | |
| BRK.A | B | 0.99% | 2.53% | 0.99% | |
| CL | D | 0.55% | 2.17% | 0.55% | |
| DUK | C | 0.13% | 1.29% | 0.13% | |
| ECL | D | 0.57% | 0.61% | 0.57% | |
| EQR | B | 0.76% | 0.83% | 0.76% | |
| HD | A | 0.08% | 0.38% | 0.08% | |
| HLT | A | 0.05% | 0.66% | 0.05% | |
| HOLX | D | 0.73% | 0.77% | 0.73% | |
| JNJ | D | 0.94% | 1.37% | 0.94% | |
| LMT | D | 0.94% | 1.87% | 0.94% | |
| MA | B | 1.61% | 1.33% | 1.33% | |
| MMC | A | 0.81% | 2.33% | 0.81% | |
| MSFT | D | 6.1% | 2.08% | 2.08% | |
| MSI | C | 0.95% | 2.45% | 0.95% | |
| NOC | D | 0.1% | 0.71% | 0.1% | |
| PEP | F | 0.76% | 1.24% | 0.76% | |
| PG | A | 0.35% | 1.81% | 0.35% | |
| SPGI | C | 0.69% | 0.92% | 0.69% | |
| TJX | A | 1.04% | 1.05% | 1.04% | |
| V | A | 1.13% | 1.3% | 1.13% |
INFO Overweight 95 Positions Relative to HUSV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 7.25% | |
| AAPL | B | 6.96% | |
| AMZN | C | 4.08% | |
| GOOGL | C | 3.86% | |
| META | D | 3.01% | |
| JPM | B | 1.87% | |
| CRM | B | 1.54% | |
| TSLA | B | 1.38% | |
| AVGO | D | 1.22% | |
| WMT | B | 1.22% | |
| NOW | B | 1.2% | |
| XOM | C | 1.16% | |
| NFLX | B | 1.13% | |
| MRK | F | 1.12% | |
| WFC | A | 1.12% | |
| GE | D | 1.1% | |
| GM | B | 1.02% | |
| SYF | A | 1.01% | |
| BKR | C | 0.97% | |
| TT | B | 0.95% | |
| MCK | C | 0.94% | |
| AMAT | F | 0.93% | |
| LLY | F | 0.91% | |
| QCOM | F | 0.89% | |
| COST | B | 0.89% | |
| CI | D | 0.88% | |
| LRCX | F | 0.87% | |
| SPG | C | 0.86% | |
| CMCSA | C | 0.86% | |
| ETR | B | 0.85% | |
| ALL | B | 0.83% | |
| MSCI | C | 0.82% | |
| ANET | C | 0.82% | |
| INTU | C | 0.81% | |
| HIG | B | 0.79% | |
| LDOS | D | 0.78% | |
| EXC | D | 0.76% | |
| CTVA | B | 0.76% | |
| NRG | C | 0.74% | |
| CBOE | B | 0.73% | |
| A | D | 0.73% | |
| MAS | C | 0.72% | |
| EQIX | A | 0.69% | |
| TGT | F | 0.68% | |
| NTAP | C | 0.68% | |
| FTV | B | 0.64% | |
| BMY | B | 0.64% | |
| MDLZ | F | 0.62% | |
| VRSK | A | 0.61% | |
| MPC | F | 0.61% | |
| AXP | A | 0.56% | |
| INVH | D | 0.56% | |
| KR | A | 0.52% | |
| MTD | F | 0.48% | |
| BK | A | 0.48% | |
| GDDY | B | 0.43% | |
| PYPL | A | 0.43% | |
| DD | D | 0.42% | |
| WDAY | C | 0.42% | |
| CNC | F | 0.41% | |
| ROST | C | 0.41% | |
| DASH | A | 0.4% | |
| SSNC | A | 0.37% | |
| MELI | C | 0.36% | |
| NEE | D | 0.36% | |
| INGR | B | 0.35% | |
| FTI | A | 0.35% | |
| VEEV | B | 0.35% | |
| RPM | A | 0.34% | |
| UNH | B | 0.34% | |
| UBER | D | 0.34% | |
| ALNY | D | 0.3% | |
| ILMN | C | 0.3% | |
| ATR | B | 0.3% | |
| WAB | B | 0.27% | |
| CBSH | B | 0.25% | |
| UNM | A | 0.25% | |
| EBAY | C | 0.25% | |
| MU | D | 0.23% | |
| DHI | D | 0.22% | |
| 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% | |
| EOG | C | 0.16% | |
| MTG | B | 0.13% | |
| PH | A | 0.13% | |
| THC | D | 0.09% | |
| AMT | D | 0.08% | |
| EQH | B | 0.07% | |
| TOL | A | 0.06% |
INFO Underweight 53 Positions Relative to HUSV
| Symbol | Grade | Weight | |
|---|---|---|---|
| RSG | A | -2.48% | |
| PTC | A | -2.41% | |
| KO | D | -2.22% | |
| CSCO | A | -2.22% | |
| ROP | B | -2.22% | |
| CTSH | B | -2.07% | |
| LIN | D | -2.02% | |
| VRSN | F | -1.9% | |
| ITW | A | -1.85% | |
| L | B | -1.83% | |
| TDY | B | -1.81% | |
| FE | D | -1.79% | |
| ATO | A | -1.79% | |
| ICE | D | -1.76% | |
| IBM | C | -1.67% | |
| KMI | B | -1.54% | |
| TMUS | A | -1.5% | |
| NI | A | -1.5% | |
| PM | B | -1.43% | |
| PPL | B | -1.43% | |
| KDP | D | -1.37% | |
| MCD | D | -1.36% | |
| EVRG | A | -1.36% | |
| FI | A | -1.36% | |
| HON | B | -1.34% | |
| ADP | B | -1.33% | |
| YUM | B | -1.21% | |
| CME | A | -1.2% | |
| MO | A | -1.2% | |
| CMS | C | -1.14% | |
| CTAS | B | -1.12% | |
| COR | C | -1.1% | |
| WTW | B | -1.02% | |
| WMB | B | -1.01% | |
| EA | C | -1.0% | |
| GD | F | -0.95% | |
| RTX | D | -0.91% | |
| ABT | B | -0.89% | |
| WM | A | -0.86% | |
| ED | D | -0.86% | |
| OKE | C | -0.86% | |
| ORLY | B | -0.83% | |
| AVB | B | -0.81% | |
| BSX | C | -0.8% | |
| UNP | C | -0.78% | |
| WELL | C | -0.73% | |
| BDX | F | -0.66% | |
| MDT | D | -0.65% | |
| O | D | -0.63% | |
| SYK | C | -0.61% | |
| LYB | F | -0.51% | |
| AZO | C | -0.5% | |
| ABBV | D | -0.48% |
INFO: Top Represented Industries & Keywords
HUSV: Top Represented Industries & Keywords
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