INFO vs. SFYX ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to SoFi Next 500 ETF (SFYX)
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
SFYX

SoFi Next 500 ETF

SFYX Description The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US Next 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of the 500 smallest of the 1,000 largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$15.58

Average Daily Volume

23,664

Number of Holdings *

481

* may have additional holdings in another (foreign) market
Performance
Period INFO SFYX
30 Days 1.88% 9.04%
60 Days 9.54%
90 Days 10.86%
12 Months 34.71%
13 Overlapping Holdings
Symbol Grade Weight in INFO Weight in SFYX Overlap
ATR B 0.3% 0.21% 0.21%
AXS A 0.2% 0.17% 0.17%
CBSH A 0.25% 0.22% 0.22%
EQH B 0.07% 0.22% 0.07%
FTI A 0.35% 0.76% 0.35%
INGR B 0.35% 0.17% 0.17%
MTG C 0.13% 0.1% 0.1%
NOV C 0.19% 0.31% 0.19%
NRG B 0.74% 0.58% 0.58%
RPM A 0.34% 0.31% 0.31%
THC D 0.09% 0.27% 0.09%
TOL B 0.06% 0.25% 0.06%
UNM A 0.25% 0.23% 0.23%
INFO Overweight 103 Positions Relative to SFYX
Symbol Grade Weight
NVDA C 7.25%
AAPL C 6.96%
MSFT F 6.1%
AMZN C 4.08%
GOOGL C 3.86%
META D 3.01%
JPM A 1.87%
MA C 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%
MRK F 1.12%
WFC A 1.12%
GE D 1.1%
TJX A 1.04%
GM B 1.02%
SYF B 1.01%
BRK.A B 0.99%
BKR B 0.97%
TT A 0.95%
MSI B 0.95%
LMT D 0.94%
JNJ D 0.94%
MCK B 0.94%
AMAT F 0.93%
LLY F 0.91%
QCOM F 0.89%
COST B 0.89%
CI F 0.88%
LRCX F 0.87%
SPG B 0.86%
CMCSA B 0.86%
ETR B 0.85%
ALL A 0.83%
MSCI C 0.82%
ANET C 0.82%
INTU C 0.81%
MMC B 0.81%
HIG B 0.79%
LDOS C 0.78%
EXC C 0.76%
EQR B 0.76%
CTVA C 0.76%
PEP F 0.76%
CBOE B 0.73%
A D 0.73%
HOLX D 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%
BMY B 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 D 0.48%
BK A 0.48%
AVY D 0.46%
GDDY A 0.43%
PYPL B 0.43%
DD D 0.42%
WDAY B 0.42%
CNC D 0.41%
ROST C 0.41%
DASH A 0.4%
SSNC B 0.37%
MELI D 0.36%
NEE D 0.36%
VEEV C 0.35%
PG A 0.35%
UNH C 0.34%
UBER D 0.34%
ALNY D 0.3%
ILMN D 0.3%
WAB B 0.27%
EBAY D 0.25%
MU D 0.23%
DHI D 0.22%
SNOW C 0.22%
MKC D 0.2%
AMD F 0.19%
QRVO F 0.19%
DTE C 0.18%
NXPI D 0.17%
EOG A 0.16%
DUK C 0.13%
PH A 0.13%
NOC D 0.1%
AMT D 0.08%
HD A 0.08%
HLT A 0.05%
INFO Underweight 468 Positions Relative to SFYX
Symbol Grade Weight
OWL A -0.95%
HOOD B -0.86%
DT C -0.85%
NTNX A -0.8%
IBKR A -0.79%
NCLH B -0.72%
PSTG D -0.68%
TAP C -0.66%
SOFI A -0.62%
RRX B -0.6%
KIM A -0.59%
TOST B -0.55%
TKO B -0.54%
TPL A -0.53%
GTLS B -0.52%
WYNN D -0.52%
GWRE A -0.51%
EME C -0.51%
MANH D -0.5%
PEN B -0.49%
EWBC A -0.49%
KNSL B -0.47%
DUOL A -0.47%
AAL B -0.45%
DAY B -0.44%
ACM A -0.44%
NTRA B -0.43%
FIX A -0.42%
RIVN F -0.41%
MORN B -0.41%
UTHR C -0.41%
LII A -0.41%
ITCI C -0.41%
HEI B -0.4%
PCTY B -0.4%
RCM F -0.39%
BILL A -0.39%
ELF C -0.39%
XPO B -0.39%
RYAN B -0.38%
EQT B -0.38%
UI A -0.38%
USFD A -0.37%
CADE B -0.37%
GMED A -0.36%
NBIX C -0.36%
AFRM B -0.36%
PNFP B -0.36%
WBS A -0.36%
PCOR B -0.35%
SAIA B -0.35%
SN D -0.35%
PSN D -0.35%
IVZ B -0.34%
TTEK F -0.34%
CVNA B -0.34%
HQY B -0.33%
RGA A -0.33%
TRMB B -0.33%
ANF C -0.33%
CELH F -0.32%
TW A -0.32%
FFIV B -0.32%
APPF B -0.32%
LNTH D -0.31%
IOT A -0.31%
WFRD D -0.31%
SRPT D -0.31%
JEF A -0.3%
MTZ B -0.3%
LNW D -0.3%
AAON B -0.3%
AGNC D -0.3%
PR B -0.3%
PNR A -0.3%
FHN A -0.3%
WTFC A -0.3%
BSY D -0.3%
WAL B -0.29%
JAZZ B -0.29%
FNF B -0.29%
MEDP D -0.29%
U C -0.28%
GGG B -0.28%
RMBS C -0.28%
THG A -0.28%
APG B -0.28%
PFGC B -0.28%
CW B -0.28%
TXRH C -0.27%
WSO A -0.27%
NVT B -0.27%
PATH C -0.27%
GAP C -0.27%
AIZ A -0.27%
JBL B -0.27%
EXEL B -0.26%
JNPR F -0.26%
CMA A -0.26%
CNH C -0.26%
ESTC C -0.26%
LECO B -0.26%
ALLE D -0.26%
SFM A -0.26%
ARMK B -0.26%
CFR B -0.26%
CHDN B -0.26%
OC A -0.26%
COLB A -0.26%
REXR F -0.25%
WING D -0.25%
ELS C -0.25%
ALK C -0.25%
CZR F -0.25%
AL B -0.25%
ALLY C -0.25%
S B -0.25%
GLPI C -0.25%
CG A -0.25%
ALKS B -0.25%
AMH D -0.25%
OSK B -0.25%
NDSN B -0.25%
SMAR A -0.25%
WWD B -0.25%
PEGA A -0.24%
ITT A -0.24%
CASY A -0.24%
EDR A -0.24%
CRBG B -0.24%
NI A -0.24%
BOKF B -0.23%
CACI D -0.23%
FRPT B -0.23%
CLH B -0.23%
SF B -0.23%
BRBR A -0.23%
AFG A -0.23%
ZION B -0.23%
SNV B -0.23%
REG B -0.23%
DVA B -0.23%
AVTR F -0.23%
EHC B -0.22%
ONB B -0.22%
ALSN B -0.22%
ADTN A -0.22%
KRG B -0.22%
BWXT B -0.22%
CIEN B -0.22%
UHS D -0.22%
SSB B -0.21%
JLL D -0.21%
MSA D -0.21%
CUBE D -0.21%
OZK B -0.21%
AOS F -0.21%
TPR B -0.21%
AZEK A -0.21%
BXP D -0.21%
FLR B -0.21%
INSP D -0.21%
PPC C -0.21%
PLNT A -0.2%
EGP F -0.2%
NWSA B -0.2%
SCI B -0.2%
PRI A -0.2%
BIO D -0.2%
CPT B -0.2%
LAD A -0.2%
ENSG D -0.2%
AIT A -0.2%
Z A -0.2%
BJ A -0.2%
WEX D -0.2%
DOX D -0.2%
PNW B -0.2%
DKS C -0.2%
VOYA B -0.2%
ST F -0.2%
IPG D -0.19%
TDW F -0.19%
FOXA B -0.19%
PB A -0.19%
ACI C -0.19%
LBRDK C -0.19%
RLI B -0.19%
CRL C -0.19%
BLD D -0.19%
LAMR D -0.19%
ZWS B -0.19%
EXP A -0.19%
ADC B -0.19%
PRGO B -0.19%
RHP B -0.19%
POOL C -0.19%
HALO F -0.19%
WCC B -0.18%
SEIC B -0.18%
MTCH D -0.18%
FN D -0.18%
MKTX D -0.18%
ROKU D -0.18%
FND C -0.18%
PAG B -0.18%
EVR B -0.18%
CFLT B -0.18%
GTLB B -0.18%
ATI D -0.18%
RBC A -0.18%
ACHC F -0.18%
OHI C -0.18%
BRKR D -0.18%
LYFT C -0.18%
FLS B -0.18%
SUM B -0.17%
DTM B -0.17%
VLY B -0.17%
NYT C -0.17%
BFAM D -0.17%
GPK C -0.17%
GNRC B -0.17%
AXTA A -0.17%
COHR B -0.17%
CHE D -0.17%
EXLS B -0.17%
TECH D -0.17%
COTY F -0.17%
CR A -0.17%
DNB B -0.16%
INFA D -0.16%
AM A -0.16%
GL B -0.16%
AYI B -0.16%
STWD C -0.16%
SWX B -0.16%
KEX C -0.16%
TPX B -0.16%
CCK C -0.16%
DCI B -0.16%
VNO B -0.16%
FBIN D -0.16%
RGLD C -0.16%
MUSA A -0.16%
APLS D -0.16%
SNX C -0.16%
HLI B -0.16%
GNTX C -0.16%
MTSI B -0.15%
FRT B -0.15%
AGCO D -0.15%
SW A -0.15%
GXO B -0.15%
BYD C -0.15%
TENB C -0.15%
HII D -0.15%
SIGI C -0.15%
ORI A -0.15%
H B -0.15%
BL B -0.15%
UBSI B -0.15%
WSC D -0.15%
WHR B -0.15%
WTRG B -0.15%
WMS D -0.15%
ETSY D -0.15%
ESAB B -0.15%
LSCC D -0.15%
PVH C -0.15%
HOMB A -0.15%
SPSC C -0.15%
BRX A -0.14%
FR C -0.14%
OVV B -0.14%
SSD D -0.14%
SKX D -0.14%
MASI A -0.14%
CHRW C -0.14%
LEA D -0.14%
HRB D -0.14%
NNN D -0.14%
RL B -0.14%
KBR F -0.14%
KNX B -0.14%
FCN D -0.14%
HSIC B -0.14%
OLED D -0.13%
XRAY F -0.13%
POST C -0.13%
SITE D -0.13%
MIDD C -0.13%
GKOS B -0.13%
MMSI B -0.13%
CWST A -0.13%
TTC D -0.13%
MLI C -0.13%
TREX C -0.13%
CHH A -0.13%
SAIC F -0.13%
BPMC C -0.13%
DBX B -0.13%
SLM A -0.13%
CHX C -0.13%
QGEN D -0.13%
GBCI B -0.13%
MTN C -0.13%
FSS B -0.13%
CNM D -0.13%
MTDR B -0.12%
IRT A -0.12%
BWA D -0.12%
CLF F -0.12%
VMI B -0.12%
FFIN B -0.12%
TRNO F -0.12%
BECN B -0.12%
IONS F -0.12%
KNF A -0.12%
X C -0.12%
STAG F -0.12%
M D -0.12%
ESI A -0.12%
CROX D -0.12%
QLYS C -0.12%
AWI A -0.12%
VRNS D -0.12%
IDA A -0.11%
HUN F -0.11%
HXL D -0.11%
ESNT D -0.11%
ORA B -0.11%
FYBR D -0.11%
ONTO D -0.11%
HP B -0.11%
RHI B -0.11%
RGEN D -0.11%
DAR C -0.11%
MAT D -0.11%
BBWI D -0.11%
LNC B -0.11%
WH B -0.11%
BERY B -0.11%
ZI D -0.11%
DINO D -0.11%
CBT C -0.1%
NEU C -0.1%
WTS B -0.1%
AN C -0.1%
CHRD D -0.1%
REYN D -0.1%
RYN D -0.1%
FAF A -0.1%
CACC D -0.1%
VNT B -0.1%
GTES A -0.1%
IBP D -0.1%
UFPI B -0.1%
R B -0.1%
HAE C -0.1%
CTLT B -0.1%
TNET D -0.1%
LANC C -0.1%
TMHC B -0.1%
WK B -0.1%
MMS F -0.1%
CMC B -0.1%
IPAR B -0.1%
FIVE F -0.1%
APA D -0.1%
OMF A -0.1%
OGE B -0.1%
CRUS D -0.09%
NXST C -0.09%
RRC B -0.09%
FIZZ C -0.09%
MHK D -0.09%
POR C -0.09%
FIVN C -0.09%
OPCH D -0.09%
LFUS F -0.09%
WMG C -0.09%
TKR D -0.09%
EEFT B -0.09%
RVMD C -0.09%
AMKR D -0.09%
MTH D -0.09%
CGNX C -0.09%
ACT D -0.09%
LPX B -0.09%
FMC D -0.09%
DV C -0.09%
VFC C -0.09%
BCPC B -0.09%
SLGN A -0.09%
EXPO D -0.08%
LSTR D -0.08%
MKSI C -0.08%
BCC B -0.08%
ABG B -0.08%
SON D -0.08%
KRC C -0.08%
PARA C -0.08%
JXN C -0.08%
SEE C -0.08%
RH B -0.08%
HOG D -0.08%
IGT F -0.08%
TDC D -0.08%
AAP C -0.08%
NSIT F -0.08%
FLO D -0.08%
COOP B -0.08%
AMG B -0.08%
ARW D -0.08%
DLB B -0.08%
HGV B -0.08%
BC C -0.08%
CIVI D -0.08%
MSM C -0.08%
RDN C -0.08%
ALGM D -0.08%
AR B -0.08%
OGN D -0.07%
WEN D -0.07%
CYTK F -0.07%
ASGN F -0.07%
MUR D -0.07%
DDS B -0.07%
AA B -0.07%
HAS D -0.07%
ELAN D -0.07%
THO B -0.07%
RIG D -0.07%
COLM B -0.07%
SMG D -0.07%
W F -0.07%
VAC B -0.06%
WU D -0.06%
CAR C -0.06%
ASO F -0.06%
ASH D -0.06%
IAC D -0.06%
VVV F -0.06%
BKH A -0.06%
PII D -0.06%
MGY A -0.06%
OLN D -0.06%
LCID F -0.06%
CNXC F -0.06%
IPGP D -0.06%
OGS A -0.06%
SM B -0.06%
NFG A -0.06%
COLD D -0.06%
DXC B -0.06%
CC C -0.05%
ATKR C -0.05%
UGI A -0.05%
ALIT C -0.05%
NJR A -0.05%
PBF D -0.05%
NSP D -0.05%
NFE D -0.05%
CPRI F -0.04%
SLAB D -0.04%
POWI D -0.04%
MDU D -0.04%
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