INFO vs. KRMA ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to Global X Conscious Companies ETF (KRMA)

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

KRMA

Global X Conscious Companies ETF

KRMA Description

The Global X Conscious Companies ETF seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Concinnity Conscious Companies Index.

Grade (RS Rating)

Last Trade

$40.25

Average Daily Volume

10,376

Number of Holdings ^*

151

* may have additional holdings in another (foreign) market

Performance

Period	INFO	KRMA
30 Days	1.88%	3.13%
60 Days		3.71%
90 Days		4.90%
12 Months		28.81%

54 Overlapping Holdings

Symbol	Grade	Weight in INFO	Weight in KRMA	Overlap
A	D	0.73%	0.51%	0.51%
AAPL	C	6.96%	5.94%	5.94%
AMAT	F	0.93%	0.51%	0.51%
AMD	F	0.19%	0.46%	0.19%
AMZN	C	4.08%	2.82%	2.82%
ANET	C	0.82%	0.5%	0.5%
AVGO	D	1.22%	0.51%	0.51%
AVY	D	0.46%	0.5%	0.46%
AXP	A	0.56%	0.55%	0.55%
BK	A	0.48%	0.52%	0.48%
BMY	B	0.64%	0.57%	0.57%
CI	F	0.88%	0.52%	0.52%
CL	D	0.55%	0.47%	0.47%
CMCSA	B	0.86%	0.53%	0.53%
CNC	D	0.41%	0.49%	0.41%
COST	B	0.89%	0.53%	0.53%
CRM	B	1.54%	0.59%	0.59%
EBAY	D	0.25%	0.5%	0.25%
EOG	A	0.16%	0.55%	0.16%
EXC	C	0.76%	0.48%	0.48%
GOOGL	C	3.86%	2.69%	2.69%
HD	A	0.08%	0.51%	0.08%
HIG	B	0.79%	0.49%	0.49%
HLT	A	0.05%	0.54%	0.05%
INTU	C	0.81%	0.6%	0.6%
JNJ	D	0.94%	0.47%	0.47%
JPM	A	1.87%	0.55%	0.55%
LDOS	C	0.78%	0.51%	0.51%
LLY	F	0.91%	0.45%	0.45%
LMT	D	0.94%	0.48%	0.48%
MA	C	1.61%	0.52%	0.52%
MCK	B	0.94%	0.62%	0.62%
MDLZ	F	0.62%	0.48%	0.48%
META	D	3.01%	1.52%	1.52%
MRK	F	1.12%	0.47%	0.47%
MSFT	F	6.1%	5.33%	5.33%
MSI	B	0.95%	0.54%	0.54%
MU	D	0.23%	0.47%	0.23%
NFLX	A	1.13%	0.57%	0.57%
NOW	A	1.2%	0.55%	0.55%
NTAP	C	0.68%	0.5%	0.5%
NVDA	C	7.25%	6.16%	6.16%
PEP	F	0.76%	0.49%	0.49%
PG	A	0.35%	0.5%	0.35%
PYPL	B	0.43%	0.54%	0.43%
QCOM	F	0.89%	0.5%	0.5%
SPGI	C	0.69%	0.53%	0.53%
SYF	B	1.01%	0.6%	0.6%
TGT	F	0.68%	0.52%	0.52%
TSLA	B	1.38%	0.61%	0.61%
UNH	C	0.34%	0.54%	0.34%
V	A	1.13%	0.56%	0.56%
WDAY	B	0.42%	0.58%	0.42%
WMT	A	1.22%	0.52%	0.52%

INFO Overweight 62 Positions Relative to KRMA

Symbol	Grade	Weight
XOM	B	1.16%
WFC	A	1.12%
GE	D	1.1%
TJX	A	1.04%
GM	B	1.02%
BRK.A	B	0.99%
BKR	B	0.97%
TT	A	0.95%
LRCX	F	0.87%
SPG	B	0.86%
ETR	B	0.85%
ALL	A	0.83%
MSCI	C	0.82%
MMC	B	0.81%
EQR	B	0.76%
CTVA	C	0.76%
NRG	B	0.74%
CBOE	B	0.73%
HOLX	D	0.73%
MAS	D	0.72%
EQIX	A	0.69%
FTV	C	0.64%
VRSK	A	0.61%
MPC	D	0.61%
ECL	D	0.57%
INVH	D	0.56%
KR	B	0.52%
MTD	D	0.48%
GDDY	A	0.43%
DD	D	0.42%
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%
RPM	A	0.34%
UBER	D	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%
DHI	D	0.22%
SNOW	C	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%
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 97 Positions Relative to KRMA

Symbol	Grade	Weight
HUBS	A	-0.64%
CDNS	B	-0.62%
DFS	B	-0.62%
COF	B	-0.61%
TRMB	B	-0.6%
WAT	B	-0.59%
EA	A	-0.58%
SNPS	B	-0.57%
DELL	C	-0.57%
CMI	A	-0.56%
ADBE	C	-0.56%
LULU	C	-0.56%
SCHW	B	-0.56%
OKE	A	-0.56%
MS	A	-0.56%
ORCL	B	-0.55%
VLO	C	-0.55%
ADSK	A	-0.55%
BAC	A	-0.55%
CTSH	B	-0.55%
MAR	B	-0.55%
CVX	A	-0.55%
FDS	B	-0.55%
PANW	C	-0.55%
COP	C	-0.55%
CAH	B	-0.55%
C	A	-0.55%
ITW	B	-0.54%
STLD	B	-0.54%
TROW	B	-0.54%
SYK	C	-0.54%
MCO	B	-0.53%
VRTX	F	-0.53%
CSCO	B	-0.53%
BWA	D	-0.53%
BSX	B	-0.53%
IT	C	-0.53%
NDAQ	A	-0.53%
APH	A	-0.53%
PGR	A	-0.53%
ADP	B	-0.53%
NUE	C	-0.53%
GILD	C	-0.53%
ULTA	F	-0.53%
ISRG	A	-0.53%
TMUS	B	-0.52%
UNP	C	-0.52%
YUM	B	-0.52%
SBUX	A	-0.52%
PAYX	C	-0.52%
ABT	B	-0.51%
DT	C	-0.51%
VRSN	F	-0.51%
TXN	C	-0.51%
KEYS	A	-0.51%
TRV	B	-0.51%
HPQ	B	-0.51%
CAT	B	-0.51%
PRU	A	-0.51%
RMD	C	-0.5%
LFUS	F	-0.5%
IPG	D	-0.5%
AVT	C	-0.5%
ELV	F	-0.5%
MET	A	-0.5%
AFL	B	-0.5%
VZ	C	-0.5%
LEA	D	-0.5%
CBRE	B	-0.5%
J	F	-0.5%
NKE	D	-0.49%
IQV	D	-0.49%
JLL	D	-0.49%
DE	A	-0.49%
KMB	D	-0.49%
TMO	F	-0.49%
ZTS	D	-0.49%
PFG	D	-0.49%
UPS	C	-0.49%
GD	F	-0.49%
DKS	C	-0.49%
DHR	F	-0.49%
BAH	F	-0.48%
AMGN	D	-0.48%
GIS	D	-0.48%
RTX	C	-0.48%
AWK	D	-0.48%
PHM	D	-0.48%
PLD	D	-0.48%
ADI	D	-0.47%
KO	D	-0.47%
ABBV	D	-0.46%
AKAM	D	-0.44%
HCA	F	-0.44%
DOW	F	-0.44%
REGN	F	-0.43%
CDW	F	-0.42%