INFO vs. LVHD ETF Comparison
Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to Legg Mason Low Volatility High Dividend ETF (LVHD)
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
*
116
* may have additional holdings in another (foreign) market
LVHD
Legg Mason Low Volatility High Dividend ETF
LVHD Description
The investment seeks to track the investment results of the QS Low Volatility High Dividend Index (the "underlying index"). The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in securities that compose the underlying index. The underlying index composed of equity securities of U.S. companies with relatively high yield and low price and earnings volatility.Grade (RS Rating)
Last Trade
$41.02
Average Daily Volume
43,014
Number of Holdings
*
118
* may have additional holdings in another (foreign) market
Performance
| Period | INFO | LVHD |
|---|---|---|
| 30 Days | 3.02% | 3.33% |
| 60 Days | 2.64% | |
| 90 Days | 4.82% | |
| 12 Months | 21.84% |
10 Overlapping Holdings
INFO Overweight 106 Positions Relative to LVHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 7.25% | |
| AAPL | B | 6.96% | |
| MSFT | D | 6.1% | |
| AMZN | C | 4.08% | |
| GOOGL | C | 3.86% | |
| META | D | 3.01% | |
| JPM | B | 1.87% | |
| MA | B | 1.61% | |
| CRM | B | 1.54% | |
| TSLA | B | 1.38% | |
| AVGO | D | 1.22% | |
| WMT | B | 1.22% | |
| NOW | B | 1.2% | |
| XOM | C | 1.16% | |
| V | A | 1.13% | |
| NFLX | B | 1.13% | |
| MRK | F | 1.12% | |
| WFC | A | 1.12% | |
| GE | D | 1.1% | |
| TJX | A | 1.04% | |
| GM | B | 1.02% | |
| SYF | A | 1.01% | |
| BRK.A | B | 0.99% | |
| BKR | C | 0.97% | |
| TT | B | 0.95% | |
| MSI | C | 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% | |
| ALL | B | 0.83% | |
| MSCI | C | 0.82% | |
| ANET | C | 0.82% | |
| INTU | C | 0.81% | |
| MMC | A | 0.81% | |
| HIG | B | 0.79% | |
| LDOS | D | 0.78% | |
| CTVA | B | 0.76% | |
| NRG | C | 0.74% | |
| CBOE | B | 0.73% | |
| A | D | 0.73% | |
| HOLX | D | 0.73% | |
| MAS | C | 0.72% | |
| SPGI | C | 0.69% | |
| EQIX | A | 0.69% | |
| TGT | F | 0.68% | |
| NTAP | C | 0.68% | |
| FTV | B | 0.64% | |
| BMY | B | 0.64% | |
| VRSK | A | 0.61% | |
| MPC | F | 0.61% | |
| ECL | D | 0.57% | |
| AXP | A | 0.56% | |
| INVH | D | 0.56% | |
| CL | D | 0.55% | |
| KR | A | 0.52% | |
| MTD | F | 0.48% | |
| BK | A | 0.48% | |
| AVY | D | 0.46% | |
| 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% | |
| PG | A | 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% | |
| NXPI | D | 0.17% | |
| EOG | C | 0.16% | |
| MTG | B | 0.13% | |
| PH | A | 0.13% | |
| NOC | D | 0.1% | |
| THC | D | 0.09% | |
| AMT | D | 0.08% | |
| EQH | B | 0.07% | |
| TOL | A | 0.06% | |
| HLT | A | 0.05% |
INFO Underweight 108 Positions Relative to LVHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | -2.78% | |
| MCD | D | -2.71% | |
| CVX | B | -2.69% | |
| USB | A | -2.58% | |
| CSCO | A | -2.57% | |
| IBM | C | -2.47% | |
| PM | B | -2.44% | |
| SO | D | -2.41% | |
| KO | D | -2.3% | |
| KDP | D | -2.26% | |
| OKE | C | -2.18% | |
| HSY | F | -2.14% | |
| KMB | C | -2.1% | |
| AEP | D | -2.07% | |
| PAYX | B | -2.07% | |
| PNC | A | -2.01% | |
| GIS | D | -1.87% | |
| XEL | A | -1.84% | |
| SYY | C | -1.81% | |
| K | A | -1.76% | |
| DRI | B | -1.65% | |
| WEC | A | -1.48% | |
| VICI | C | -1.4% | |
| ED | D | -1.28% | |
| OMC | C | -1.17% | |
| LYB | F | -1.16% | |
| FANG | F | -1.14% | |
| PKG | B | -1.06% | |
| AEE | A | -1.04% | |
| NI | A | -1.04% | |
| HST | C | -1.01% | |
| EVRG | A | -0.93% | |
| IPG | C | -0.9% | |
| MAA | B | -0.87% | |
| KIM | A | -0.84% | |
| ESS | B | -0.83% | |
| PNW | B | -0.71% | |
| LNT | A | -0.67% | |
| REG | B | -0.63% | |
| FNF | B | -0.54% | |
| WPC | D | -0.53% | |
| FRT | A | -0.51% | |
| ADC | B | -0.5% | |
| BRX | A | -0.5% | |
| CUBE | D | -0.49% | |
| GLPI | B | -0.48% | |
| DTM | B | -0.42% | |
| OGE | A | -0.37% | |
| ONB | B | -0.35% | |
| WTRG | B | -0.34% | |
| NNN | D | -0.33% | |
| CTRE | D | -0.31% | |
| EPRT | B | -0.31% | |
| AFG | A | -0.31% | |
| STAG | D | -0.31% | |
| POR | C | -0.31% | |
| VLY | B | -0.29% | |
| MSM | C | -0.28% | |
| IDA | B | -0.28% | |
| SON | D | -0.27% | |
| DOC | C | -0.26% | |
| FNB | B | -0.25% | |
| NSA | C | -0.25% | |
| APLE | B | -0.24% | |
| OGS | A | -0.23% | |
| EPR | D | -0.22% | |
| BKH | B | -0.22% | |
| INSW | F | -0.22% | |
| HIW | D | -0.2% | |
| SR | A | -0.19% | |
| ALE | A | -0.19% | |
| FHI | A | -0.17% | |
| FIBK | B | -0.17% | |
| NJR | A | -0.17% | |
| FULT | B | -0.17% | |
| BOH | B | -0.16% | |
| UBSI | B | -0.16% | |
| BNL | D | -0.15% | |
| CBU | B | -0.14% | |
| FHB | B | -0.14% | |
| AVA | B | -0.14% | |
| AUB | B | -0.13% | |
| NWE | A | -0.13% | |
| ROIC | A | -0.13% | |
| NHI | D | -0.13% | |
| CNA | B | -0.12% | |
| LXP | D | -0.12% | |
| CVBF | B | -0.12% | |
| NTST | D | -0.11% | |
| FCPT | C | -0.11% | |
| PFS | B | -0.1% | |
| FRME | B | -0.08% | |
| DEA | D | -0.08% | |
| LTC | B | -0.08% | |
| NWN | A | -0.08% | |
| TOWN | B | -0.07% | |
| NBTB | B | -0.07% | |
| HOPE | B | -0.07% | |
| UVV | B | -0.07% | |
| FFBC | B | -0.07% | |
| UNIT | B | -0.07% | |
| GTY | A | -0.07% | |
| NWBI | B | -0.07% | |
| PINC | B | -0.06% | |
| AAT | B | -0.06% | |
| PFBC | B | -0.06% | |
| LADR | B | -0.06% | |
| FCF | B | -0.06% |
INFO: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Credit Services
Drug Manufacturers - Major
Diagnostics & Research
Discount Stores
Health Care Plans
Insurance - Diversified
Internet Content & Information
Oil & Gas Equipment & Services
Specialty Retail
Utilities - Regulated Electric
Aerospace & Defense
Apparel Stores
Auto Manufacturers
Banks - Global
Capital Markets
Household & Personal Products
Insurance - Property & Casualty
Packaged Foods
LVHD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Utilities - Regulated Electric
REIT - Retail
REIT - Diversified
Utilities - Diversified
Utilities - Regulated Gas
REIT - Healthcare Facilities
REIT - Industrial
Beverages - Soft Drinks
REIT - Hotel & Motel
REIT - Residential
Tobacco
Advertising Agencies
Confectioners
Insurance - Property & Casualty
Oil & Gas Midstream
Packaged Foods
Packaging & Containers
REIT - Office
Restaurants
Keywords:
S&P 500
Real Estate Investment Trust
Bank
Natural Gas
Banking
Electricity
Deposit Products
Real Estate Loans
Nasdaq 100
Trust Services
Commercial Banking
Real Estate Market
Dow Jones Component
Electric Utility
Investment Management
Retail Properties
Asset Management Services
Cash Management Services
Gas Transmission
Insurance
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