INFO vs. USPX ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to Franklin U.S. Equity Index ETF (USPX)
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
USPX

Franklin U.S. Equity Index ETF

USPX Description The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ Global Equity Index. The fund invests at least 80% of its assets in the component securities of the index and in depositary receipts representing such securities. The index includes stocks from developed and emerging market countries that have favorable exposure to multiple investment style factors.

Grade (RS Rating)

Last Trade

$52.38

Average Daily Volume

42,046

Number of Holdings *

543

* may have additional holdings in another (foreign) market
Performance
Period INFO USPX
30 Days 1.88% 3.77%
60 Days 5.00%
90 Days 6.73%
12 Months 33.32%
104 Overlapping Holdings
Symbol Grade Weight in INFO Weight in USPX Overlap
A D 0.73% 0.07% 0.07%
AAPL C 6.96% 6.32% 6.32%
ALL A 0.83% 0.1% 0.1%
ALNY D 0.3% 0.06% 0.06%
AMAT F 0.93% 0.28% 0.28%
AMD F 0.19% 0.43% 0.19%
AMT D 0.08% 0.18% 0.08%
AMZN C 4.08% 3.77% 3.77%
ANET C 0.82% 0.19% 0.19%
AVGO D 1.22% 1.48% 1.22%
AVY D 0.46% 0.03% 0.03%
AXP A 0.56% 0.31% 0.31%
BK A 0.48% 0.12% 0.12%
BKR B 0.97% 0.09% 0.09%
BMY B 0.64% 0.23% 0.23%
BRK.A B 0.99% 1.67% 0.99%
CI F 0.88% 0.18% 0.18%
CL D 0.55% 0.15% 0.15%
CMCSA B 0.86% 0.33% 0.33%
CNC D 0.41% 0.06% 0.06%
COST B 0.89% 0.79% 0.79%
CRM B 1.54% 0.59% 0.59%
CTVA C 0.76% 0.08% 0.08%
DASH A 0.4% 0.11% 0.11%
DD D 0.42% 0.07% 0.07%
DHI D 0.22% 0.09% 0.09%
DTE C 0.18% 0.05% 0.05%
DUK C 0.13% 0.17% 0.13%
EBAY D 0.25% 0.06% 0.06%
ECL D 0.57% 0.12% 0.12%
EOG A 0.16% 0.15% 0.15%
EQH B 0.07% 0.03% 0.03%
EQIX A 0.69% 0.17% 0.17%
EQR B 0.76% 0.05% 0.05%
ETR B 0.85% 0.06% 0.06%
EXC C 0.76% 0.08% 0.08%
FTV C 0.64% 0.05% 0.05%
GDDY A 0.43% 0.05% 0.05%
GE D 1.1% 0.38% 0.38%
GM B 1.02% 0.12% 0.12%
GOOGL C 3.86% 1.98% 1.98%
HD A 0.08% 0.79% 0.08%
HIG B 0.79% 0.07% 0.07%
HLT A 0.05% 0.12% 0.05%
HOLX D 0.73% 0.04% 0.04%
ILMN D 0.3% 0.04% 0.04%
INTU C 0.81% 0.37% 0.37%
INVH D 0.56% 0.04% 0.04%
JNJ D 0.94% 0.73% 0.73%
JPM A 1.87% 1.36% 1.36%
KR B 0.52% 0.08% 0.08%
LDOS C 0.78% 0.04% 0.04%
LLY F 0.91% 1.24% 0.91%
LMT D 0.94% 0.23% 0.23%
LRCX F 0.87% 0.18% 0.18%
MA C 1.61% 0.83% 0.83%
MAS D 0.72% 0.03% 0.03%
MCK B 0.94% 0.17% 0.17%
MDLZ F 0.62% 0.17% 0.17%
MELI D 0.36% 0.18% 0.18%
META D 3.01% 2.37% 2.37%
MKC D 0.2% 0.04% 0.04%
MMC B 0.81% 0.22% 0.22%
MPC D 0.61% 0.1% 0.1%
MRK F 1.12% 0.48% 0.48%
MSCI C 0.82% 0.09% 0.09%
MSFT F 6.1% 6.06% 6.06%
MSI B 0.95% 0.15% 0.15%
MTD D 0.48% 0.05% 0.05%
MU D 0.23% 0.21% 0.21%
NEE D 0.36% 0.31% 0.31%
NFLX A 1.13% 0.71% 0.71%
NOC D 0.1% 0.13% 0.1%
NOW A 1.2% 0.39% 0.39%
NRG B 0.74% 0.04% 0.04%
NTAP C 0.68% 0.05% 0.05%
NVDA C 7.25% 6.61% 6.61%
NXPI D 0.17% 0.11% 0.11%
PEP F 0.76% 0.43% 0.43%
PG A 0.35% 0.79% 0.35%
PH A 0.13% 0.17% 0.13%
PYPL B 0.43% 0.18% 0.18%
QCOM F 0.89% 0.35% 0.35%
QRVO F 0.19% 0.01% 0.01%
ROST C 0.41% 0.09% 0.09%
SNOW C 0.22% 0.08% 0.08%
SPG B 0.86% 0.11% 0.11%
SPGI C 0.69% 0.31% 0.31%
SSNC B 0.37% 0.03% 0.03%
SYF B 1.01% 0.05% 0.05%
TGT F 0.68% 0.14% 0.14%
TJX A 1.04% 0.27% 0.27%
TSLA B 1.38% 1.75% 1.38%
TT A 0.95% 0.17% 0.17%
UBER D 0.34% 0.29% 0.29%
UNH C 0.34% 1.07% 0.34%
V A 1.13% 1.01% 1.01%
VEEV C 0.35% 0.06% 0.06%
VRSK A 0.61% 0.08% 0.08%
WAB B 0.27% 0.07% 0.07%
WDAY B 0.42% 0.11% 0.11%
WFC A 1.12% 0.5% 0.5%
WMT A 1.22% 0.72% 0.72%
XOM B 1.16% 1.04% 1.04%
INFO Overweight 12 Positions Relative to USPX
Symbol Grade Weight
CBOE B 0.73%
INGR B 0.35%
FTI A 0.35%
RPM A 0.34%
ATR B 0.3%
CBSH A 0.25%
UNM A 0.25%
AXS A 0.2%
NOV C 0.19%
MTG C 0.13%
THC D 0.09%
TOL B 0.06%
INFO Underweight 439 Positions Relative to USPX
Symbol Grade Weight
GOOG C -1.77%
BAC A -0.62%
ORCL B -0.58%
ABBV D -0.57%
CVX A -0.53%
KO D -0.47%
CSCO B -0.45%
ACN C -0.44%
ADBE C -0.43%
LIN D -0.42%
MCD D -0.41%
DIS B -0.41%
PM B -0.39%
ABT B -0.39%
GS A -0.38%
TMO F -0.38%
IBM C -0.37%
ISRG A -0.37%
CAT B -0.37%
TXN C -0.36%
VZ C -0.35%
BKNG A -0.33%
MS A -0.33%
T A -0.32%
BLK C -0.31%
RTX C -0.31%
AMGN D -0.3%
LOW D -0.3%
DHR F -0.29%
PGR A -0.29%
HON B -0.29%
PFE D -0.28%
ETN A -0.28%
UNP C -0.28%
SYK C -0.27%
PLTR B -0.26%
COP C -0.26%
BSX B -0.25%
BX A -0.25%
C A -0.25%
VRTX F -0.24%
FI A -0.24%
PANW C -0.24%
ADP B -0.24%
SCHW B -0.23%
TMUS B -0.23%
GILD C -0.22%
SBUX A -0.22%
MDT D -0.22%
PLD D -0.21%
CB C -0.21%
ADI D -0.2%
DE A -0.2%
BA F -0.2%
INTC D -0.2%
SO D -0.19%
MO A -0.19%
KKR A -0.19%
UPS C -0.19%
ICE C -0.18%
NKE D -0.18%
SHW A -0.18%
GEV B -0.18%
ELV F -0.18%
KLAC D -0.17%
ZTS D -0.16%
REGN F -0.16%
CMG B -0.16%
CRWD B -0.16%
CME A -0.16%
CDNS B -0.16%
ITW B -0.16%
PNC B -0.16%
SNPS B -0.16%
AON A -0.16%
WELL A -0.16%
APH A -0.16%
CTAS B -0.15%
MRVL B -0.15%
MCO B -0.15%
USB A -0.15%
WM A -0.15%
APD A -0.14%
COF B -0.14%
TDG D -0.14%
EMR A -0.14%
CEG D -0.14%
MMM D -0.14%
ORLY B -0.14%
FDX B -0.13%
AJG B -0.13%
APO B -0.13%
ADSK A -0.13%
MAR B -0.13%
CVS D -0.13%
BDX F -0.13%
CSX B -0.13%
WMB A -0.13%
GD F -0.13%
COIN C -0.12%
FCX D -0.12%
HCA F -0.12%
FTNT C -0.12%
SLB C -0.12%
TFC A -0.12%
CARR D -0.12%
OKE A -0.12%
KMI A -0.11%
TTD B -0.11%
ROP B -0.11%
PSX C -0.11%
RCL A -0.11%
ABNB C -0.11%
JCI C -0.11%
AMP A -0.11%
FICO B -0.11%
URI B -0.11%
TRV B -0.11%
NSC B -0.11%
DLR B -0.11%
AFL B -0.11%
PCAR B -0.11%
SRE A -0.11%
FIS C -0.1%
LHX C -0.1%
O D -0.1%
CPRT A -0.1%
MET A -0.1%
CMI A -0.1%
AIG B -0.1%
AEP D -0.1%
AZO C -0.1%
PSA D -0.1%
PEG A -0.09%
VLO C -0.09%
PCG A -0.09%
PWR A -0.09%
VST B -0.09%
KMB D -0.09%
CCI D -0.09%
PAYX C -0.09%
DFS B -0.09%
PRU A -0.09%
AME A -0.09%
LNG B -0.09%
HWM A -0.09%
GWW B -0.09%
SQ B -0.09%
FAST B -0.09%
NEM D -0.09%
AXON A -0.09%
D C -0.09%
CTSH B -0.08%
ACGL D -0.08%
EA A -0.08%
XEL A -0.08%
CHTR C -0.08%
CBRE B -0.08%
VMC B -0.08%
OTIS C -0.08%
LEN D -0.08%
EW C -0.08%
HES B -0.08%
IR B -0.08%
KVUE A -0.08%
RSG A -0.08%
IT C -0.08%
DAL C -0.08%
ODFL B -0.08%
TRGP B -0.08%
COR B -0.08%
VRT B -0.08%
F C -0.08%
IDXX F -0.07%
MCHP D -0.07%
DELL C -0.07%
ROK B -0.07%
MTB A -0.07%
IRM D -0.07%
IQV D -0.07%
KDP D -0.07%
MLM B -0.07%
NUE C -0.07%
EXR D -0.07%
GLW B -0.07%
MNST C -0.07%
GIS D -0.07%
HPQ B -0.07%
YUM B -0.07%
SYY B -0.07%
DDOG A -0.07%
STZ D -0.07%
LULU C -0.07%
TEAM A -0.07%
PHM D -0.06%
TTWO A -0.06%
ON D -0.06%
CAH B -0.06%
CPNG D -0.06%
FCNCA A -0.06%
XYL D -0.06%
PPG F -0.06%
EFX F -0.06%
CSGP D -0.06%
ARES A -0.06%
GPN B -0.06%
DXCM D -0.06%
STT A -0.06%
UAL A -0.06%
WTW B -0.06%
WEC A -0.06%
NDAQ A -0.06%
DOW F -0.06%
FANG D -0.06%
EIX B -0.06%
FITB A -0.06%
OXY D -0.06%
AVB B -0.06%
RJF A -0.06%
GEHC F -0.06%
ED D -0.06%
RMD C -0.06%
VICI C -0.06%
HUM C -0.06%
HUBS A -0.06%
GRMN B -0.06%
ZBRA B -0.05%
ATO A -0.05%
MKL A -0.05%
CCL B -0.05%
NTRS A -0.05%
AEE A -0.05%
TYL B -0.05%
HSY F -0.05%
CINF A -0.05%
LII A -0.05%
DVN F -0.05%
VLTO D -0.05%
HBAN A -0.05%
EQT B -0.05%
RF A -0.05%
CDW F -0.05%
PPL B -0.05%
LPLA A -0.05%
WST C -0.05%
VTR C -0.05%
SW A -0.05%
TROW B -0.05%
CHD B -0.05%
HUBB B -0.05%
RBLX C -0.05%
BRO B -0.05%
ANSS B -0.05%
ADM D -0.05%
HAL C -0.05%
AWK D -0.05%
KEYS A -0.05%
NET B -0.05%
NVR D -0.05%
MPWR F -0.05%
TPL A -0.05%
BR A -0.05%
HPE B -0.05%
TSCO D -0.05%
DECK A -0.05%
KHC F -0.05%
DOV A -0.05%
TSN B -0.04%
KEY B -0.04%
LYV A -0.04%
ESS B -0.04%
WRB A -0.04%
IEX B -0.04%
TDY B -0.04%
LH C -0.04%
PKG A -0.04%
MAA B -0.04%
FSLR F -0.04%
DGX A -0.04%
FDS B -0.04%
STX D -0.04%
OMC C -0.04%
CTRA B -0.04%
ZM B -0.04%
BALL D -0.04%
STLD B -0.04%
LUV C -0.04%
IP B -0.04%
CNP B -0.04%
DRI B -0.04%
WDC D -0.04%
CLX B -0.04%
LVS C -0.04%
ZS C -0.04%
CMS C -0.04%
PFG D -0.04%
PODD C -0.04%
WSO A -0.04%
WBD C -0.04%
K A -0.04%
BLDR D -0.04%
SNA A -0.04%
LYB F -0.04%
WAT B -0.04%
CFG B -0.04%
FE C -0.04%
EXPE B -0.04%
CPAY A -0.04%
STE F -0.04%
SBAC D -0.04%
ES D -0.04%
MDB C -0.04%
IFF D -0.04%
BIIB F -0.04%
ZBH C -0.04%
PTC A -0.04%
WY D -0.04%
RVTY F -0.03%
REG B -0.03%
SWKS F -0.03%
INCY C -0.03%
SWK D -0.03%
AVTR F -0.03%
JKHY D -0.03%
RGA A -0.03%
AKAM D -0.03%
EVRG A -0.03%
EPAM C -0.03%
DLTR F -0.03%
FFIV B -0.03%
POOL C -0.03%
EWBC A -0.03%
VRSN F -0.03%
JBHT C -0.03%
ULTA F -0.03%
DT C -0.03%
EG C -0.03%
VTRS A -0.03%
AMCR D -0.03%
ROL B -0.03%
SUI D -0.03%
DOC D -0.03%
L A -0.03%
UDR B -0.03%
EL F -0.03%
OC A -0.03%
ENTG D -0.03%
CF B -0.03%
FNF B -0.03%
DOCU A -0.03%
LNT A -0.03%
MRO B -0.03%
BURL A -0.03%
FLEX A -0.03%
TER D -0.03%
BAX D -0.03%
BBY D -0.03%
DG F -0.03%
HEI B -0.03%
J F -0.03%
NI A -0.03%
EXPD D -0.03%
ARE D -0.03%
KIM A -0.03%
PINS D -0.03%
PNR A -0.03%
TRMB B -0.03%
TXT D -0.03%
GPC D -0.03%
DPZ C -0.03%
TRU D -0.03%
TWLO A -0.03%
MOH F -0.03%
GEN B -0.03%
ALGN D -0.03%
BAH F -0.03%
HII D -0.02%
ACI C -0.02%
SCCO F -0.02%
ENPH F -0.02%
APA D -0.02%
CPB D -0.02%
HRL D -0.02%
PAYC B -0.02%
EXAS D -0.02%
MGM D -0.02%
MOS F -0.02%
WYNN D -0.02%
SMCI F -0.02%
CG A -0.02%
RPRX D -0.02%
IPG D -0.02%
AES F -0.02%
DAY B -0.02%
CNH C -0.02%
LW C -0.02%
SJM D -0.02%
LKQ D -0.02%
CCK C -0.02%
TECH D -0.02%
HEI B -0.02%
NWSA B -0.02%
FOXA B -0.02%
AFG A -0.02%
ALLE D -0.02%
TAP C -0.02%
CRL C -0.02%
HST C -0.02%
SNAP C -0.02%
JNPR F -0.02%
Z A -0.02%
NBIX C -0.02%
OKTA C -0.02%
CPT B -0.02%
UHS D -0.02%
EMN D -0.02%
WPC D -0.02%
CAG D -0.02%
ALB C -0.02%
KMX B -0.02%
MRNA F -0.02%
BXP D -0.02%
BMRN D -0.02%
BG F -0.02%
APTV D -0.02%
ELS C -0.02%
AGR B -0.01%
NWS B -0.01%
ZG A -0.01%
WLK D -0.01%
U C -0.01%
FOX A -0.01%
BEN C -0.01%
WBA F -0.01%
SIRI C -0.01%
BSY D -0.01%
CRBG B -0.01%
CE F -0.01%
TFX F -0.01%
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