INFO vs. UPAR ETF Comparison
Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to UPAR Ultra Risk Parity ETF (UPAR)
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
116
UPAR
UPAR Ultra Risk Parity ETF
UPAR Description
UPAR Ultra Risk Parity ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund invests in public equity, fixed income and commodity markets of global region. For its equity portion, it invests directly, through derivatives and through other funds in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests directly and through derivatives in U.S. treasury inflation protected securities and U.S. treasury securities of varying maturities. For its commodity portion, it invests directly and through other funds in gold. UPAR Ultra Risk Parity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$13.73
Average Daily Volume
24,541
37
Performance
| Period | INFO | UPAR |
|---|---|---|
| 30 Days | 1.88% | -2.28% |
| 60 Days | -6.62% | |
| 90 Days | -4.71% | |
| 12 Months | 12.75% |
INFO Overweight 112 Positions Relative to UPAR
| 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% | |
| 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% | |
| PEP | F | 0.76% | |
| NRG | B | 0.74% | |
| 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% | |
| 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% | |
| INGR | B | 0.35% | |
| FTI | A | 0.35% | |
| VEEV | C | 0.35% | |
| PG | A | 0.35% | |
| RPM | A | 0.34% | |
| UNH | C | 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% | |
| EBAY | D | 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% | |
| DUK | C | 0.13% | |
| MTG | C | 0.13% | |
| PH | A | 0.13% | |
| NOC | D | 0.1% | |
| THC | D | 0.09% | |
| AMT | D | 0.08% | |
| HD | A | 0.08% | |
| EQH | B | 0.07% | |
| TOL | B | 0.06% | |
| HLT | A | 0.05% |
INFO Underweight 33 Positions Relative to UPAR
| Symbol | Grade | Weight | |
|---|---|---|---|
| GLDM | C | -15.03% | |
| VXF | A | -3.74% | |
| DE | A | -1.75% | |
| BHP | F | -1.38% | |
| CVX | A | -1.11% | |
| RIO | D | -1.08% | |
| SCCO | F | -0.83% | |
| FCX | D | -0.67% | |
| TTE | F | -0.55% | |
| VALE | F | -0.48% | |
| COP | C | -0.48% | |
| FSLR | F | -0.33% | |
| BP | D | -0.3% | |
| EQNR | D | -0.25% | |
| CF | B | -0.24% | |
| CNH | C | -0.21% | |
| XYL | D | -0.17% | |
| E | F | -0.17% | |
| HES | B | -0.16% | |
| OXY | D | -0.16% | |
| ENPH | F | -0.15% | |
| SQM | F | -0.15% | |
| TTC | D | -0.14% | |
| AWK | D | -0.13% | |
| FANG | D | -0.12% | |
| MOS | F | -0.12% | |
| IEX | B | -0.11% | |
| FMC | D | -0.11% | |
| EQT | B | -0.1% | |
| DVN | F | -0.09% | |
| AGCO | D | -0.09% | |
| EC | D | -0.06% | |
| CTRA | B | -0.06% |
INFO: Top Represented Industries & Keywords
UPAR: Top Represented Industries & Keywords
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