INFO vs. IYH ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to iShares U.S. Healthcare ETF (IYH)

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

IYH

iShares U.S. Healthcare ETF

IYH Description

The investment seeks to track the investment results of an index composed of U.S. equities in the healthcare sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Health Care Index (the "underlying index"), which measures the performance of the healthcare sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$60.84

Average Daily Volume

250,176

Number of Holdings ^*

106

* may have additional holdings in another (foreign) market

Performance

Period	INFO	IYH
30 Days	1.88%	-5.01%
60 Days		-7.26%
90 Days		-7.35%
12 Months		12.50%

13 Overlapping Holdings

Symbol	Grade	Weight in INFO	Weight in IYH	Overlap
A	D	0.73%	0.69%	0.69%
ALNY	D	0.3%	0.55%	0.3%
BMY	B	0.64%	2.11%	0.64%
CI	D	0.88%	1.66%	0.88%
CNC	D	0.41%	0.56%	0.41%
HOLX	D	0.73%	0.33%	0.33%
ILMN	C	0.3%	0.4%	0.3%
JNJ	C	0.94%	6.89%	0.94%
LLY	F	0.91%	11.08%	0.91%
MRK	D	1.12%	4.53%	1.12%
THC	D	0.09%	0.27%	0.09%
UNH	B	0.34%	10.1%	0.34%
VEEV	C	0.35%	0.58%	0.35%

INFO Overweight 103 Positions Relative to IYH

Symbol	Grade	Weight
NVDA	B	7.25%
AAPL	C	6.96%
MSFT	D	6.1%
AMZN	C	4.08%
GOOGL	C	3.86%
META	D	3.01%
JPM	A	1.87%
MA	B	1.61%
CRM	B	1.54%
TSLA	B	1.38%
AVGO	D	1.22%
WMT	A	1.22%
NOW	A	1.2%
XOM	B	1.16%
V	A	1.13%
NFLX	A	1.13%
WFC	A	1.12%
GE	D	1.1%
TJX	A	1.04%
GM	C	1.02%
SYF	B	1.01%
BRK.A	B	0.99%
BKR	A	0.97%
TT	A	0.95%
MSI	B	0.95%
LMT	D	0.94%
MCK	A	0.94%
AMAT	F	0.93%
QCOM	F	0.89%
COST	A	0.89%
LRCX	F	0.87%
SPG	A	0.86%
CMCSA	B	0.86%
ETR	B	0.85%
ALL	A	0.83%
MSCI	C	0.82%
ANET	C	0.82%
INTU	B	0.81%
MMC	B	0.81%
HIG	B	0.79%
LDOS	C	0.78%
EXC	C	0.76%
EQR	C	0.76%
CTVA	C	0.76%
PEP	F	0.76%
NRG	B	0.74%
CBOE	C	0.73%
MAS	D	0.72%
SPGI	C	0.69%
EQIX	A	0.69%
TGT	F	0.68%
NTAP	C	0.68%
FTV	C	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	F	0.48%
BK	A	0.48%
AVY	F	0.46%
GDDY	A	0.43%
PYPL	B	0.43%
DD	C	0.42%
WDAY	B	0.42%
ROST	D	0.41%
DASH	B	0.4%
SSNC	B	0.37%
MELI	C	0.36%
NEE	C	0.36%
INGR	C	0.35%
FTI	A	0.35%
PG	C	0.35%
RPM	A	0.34%
UBER	F	0.34%
ATR	B	0.3%
WAB	B	0.27%
CBSH	B	0.25%
UNM	A	0.25%
EBAY	D	0.25%
MU	D	0.23%
DHI	F	0.22%
SNOW	B	0.22%
AXS	A	0.2%
MKC	C	0.2%
AMD	F	0.19%
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%
AMT	C	0.08%
HD	B	0.08%
EQH	C	0.07%
TOL	B	0.06%
HLT	A	0.05%

INFO Underweight 93 Positions Relative to IYH

Symbol	Grade	Weight
ABBV	F	-5.42%
ABT	B	-3.72%
TMO	F	-3.63%
ISRG	A	-3.46%
AMGN	F	-2.82%
DHR	F	-2.76%
SYK	B	-2.62%
PFE	F	-2.61%
BSX	A	-2.37%
VRTX	D	-2.23%
MDT	D	-2.08%
GILD	C	-2.05%
ELV	F	-1.73%
ZTS	D	-1.49%
REGN	F	-1.47%
BDX	F	-1.21%
HCA	F	-1.2%
EW	C	-0.75%
GEHC	D	-0.69%
IDXX	F	-0.64%
IQV	F	-0.64%
RMD	C	-0.63%
HUM	C	-0.62%
DXCM	C	-0.56%
CAH	B	-0.54%
ZBH	C	-0.43%
BIIB	F	-0.43%
WST	C	-0.42%
STE	D	-0.4%
WAT	C	-0.39%
LH	B	-0.37%
COO	D	-0.36%
PODD	C	-0.34%
DGX	A	-0.33%
MOH	F	-0.32%
NTRA	A	-0.31%
ALGN	D	-0.31%
BAX	F	-0.3%
UTHR	C	-0.29%
VTRS	A	-0.28%
AVTR	F	-0.26%
RVTY	F	-0.25%
UHS	D	-0.22%
NBIX	C	-0.22%
MRNA	F	-0.22%
BMRN	F	-0.22%
INCY	C	-0.22%
CTLT	C	-0.2%
RPRX	D	-0.19%
TECH	F	-0.19%
SRPT	F	-0.18%
CRL	D	-0.18%
EHC	B	-0.18%
EXEL	B	-0.18%
EXAS	D	-0.17%
TFX	F	-0.17%
GMED	A	-0.17%
SOLV	D	-0.17%
ITCI	C	-0.16%
PEN	B	-0.16%
HSIC	C	-0.16%
MEDP	D	-0.15%
DVA	C	-0.15%
CHE	D	-0.15%
JAZZ	B	-0.14%
ELAN	D	-0.13%
MASI	B	-0.13%
RGEN	D	-0.13%
DOCS	C	-0.11%
BIO	C	-0.11%
VKTX	F	-0.1%
IONS	F	-0.1%
BRKR	D	-0.1%
ROIV	C	-0.09%
INSP	D	-0.09%
NVST	B	-0.07%
PRGO	C	-0.07%
XRAY	F	-0.07%
OGN	F	-0.07%
RARE	F	-0.07%
ACHC	F	-0.06%
ENOV	C	-0.05%
APLS	F	-0.05%
AMED	F	-0.05%
QDEL	F	-0.04%
SHC	F	-0.04%
AZTA	D	-0.04%
RCM	A	-0.04%
PINC	B	-0.04%
TXG	F	-0.03%
FTRE	D	-0.03%
CERT	F	-0.02%
GRAL	B	-0.01%