INFO vs. VO ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to Vanguard Mid-Cap ETF - DNQ (VO)

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

VO

Vanguard Mid-Cap ETF - DNQ

VO Description

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$281.84

Average Daily Volume

578,616

Number of Holdings ^*

306

* may have additional holdings in another (foreign) market

Performance

Period	INFO	VO
30 Days	1.88%	5.97%
60 Days		7.54%
90 Days		10.26%
12 Months		32.89%

38 Overlapping Holdings

Symbol	Grade	Weight in INFO	Weight in VO	Overlap
A	D	0.73%	0.46%	0.46%
ALL	A	0.83%	0.6%	0.6%
ALNY	D	0.3%	0.42%	0.3%
AVY	D	0.46%	0.2%	0.2%
BKR	B	0.97%	0.46%	0.46%
CBOE	B	0.73%	0.27%	0.27%
CNC	D	0.41%	0.4%	0.4%
CTVA	C	0.76%	0.51%	0.51%
DASH	A	0.4%	0.62%	0.4%
DD	D	0.42%	0.38%	0.38%
DHI	D	0.22%	0.6%	0.22%
DTE	C	0.18%	0.27%	0.18%
EBAY	D	0.25%	0.34%	0.25%
EQR	B	0.76%	0.31%	0.31%
ETR	B	0.85%	0.4%	0.4%
EXC	C	0.76%	0.48%	0.48%
FTV	C	0.64%	0.3%	0.3%
GDDY	A	0.43%	0.29%	0.29%
HIG	B	0.79%	0.39%	0.39%
HLT	A	0.05%	0.35%	0.05%
HOLX	D	0.73%	0.23%	0.23%
ILMN	D	0.3%	0.28%	0.28%
INVH	D	0.56%	0.22%	0.22%
KR	B	0.52%	0.44%	0.44%
LDOS	C	0.78%	0.15%	0.15%
MAS	D	0.72%	0.21%	0.21%
MKC	D	0.2%	0.24%	0.2%
MSCI	C	0.82%	0.52%	0.52%
MSI	B	0.95%	0.91%	0.91%
MTD	D	0.48%	0.33%	0.33%
NTAP	C	0.68%	0.29%	0.29%
SNOW	C	0.22%	0.21%	0.21%
SPG	B	0.86%	0.32%	0.32%
SSNC	B	0.37%	0.18%	0.18%
SYF	B	1.01%	0.26%	0.26%
VEEV	C	0.35%	0.37%	0.35%
VRSK	A	0.61%	0.47%	0.47%
WAB	B	0.27%	0.4%	0.27%

INFO Overweight 78 Positions Relative to VO

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%
BRK.A	B	0.99%
TT	A	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%
CMCSA	B	0.86%
ANET	C	0.82%
INTU	C	0.81%
MMC	B	0.81%
PEP	F	0.76%
NRG	B	0.74%
SPGI	C	0.69%
EQIX	A	0.69%
TGT	F	0.68%
BMY	B	0.64%
MDLZ	F	0.62%
MPC	D	0.61%
ECL	D	0.57%
AXP	A	0.56%
CL	D	0.55%
BK	A	0.48%
PYPL	B	0.43%
WDAY	B	0.42%
ROST	C	0.41%
MELI	D	0.36%
NEE	D	0.36%
INGR	B	0.35%
FTI	A	0.35%
PG	A	0.35%
RPM	A	0.34%
UNH	C	0.34%
UBER	D	0.34%
ATR	B	0.3%
CBSH	A	0.25%
UNM	A	0.25%
MU	D	0.23%
AXS	A	0.2%
AMD	F	0.19%
QRVO	F	0.19%
NOV	C	0.19%
NXPI	D	0.17%
EOG	A	0.16%
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%

INFO Underweight 268 Positions Relative to VO

Symbol	Grade	Weight
PLTR	B	-1.02%
CEG	D	-1.01%
WELL	A	-1.0%
APH	A	-0.98%
CTAS	B	-0.86%
TDG	D	-0.84%
CARR	D	-0.76%
AJG	B	-0.75%
DLR	B	-0.71%
OKE	A	-0.69%
APO	B	-0.69%
PCAR	B	-0.66%
URI	B	-0.65%
NEM	D	-0.64%
O	D	-0.63%
TTD	B	-0.63%
AMP	A	-0.61%
GWW	B	-0.59%
FIS	C	-0.59%
LHX	C	-0.57%
FICO	B	-0.56%
CMI	A	-0.55%
RCL	A	-0.55%
WCN	A	-0.55%
PWR	A	-0.54%
PEG	A	-0.54%
CPRT	A	-0.54%
FAST	B	-0.54%
PRU	A	-0.53%
KVUE	A	-0.53%
VST	B	-0.52%
PCG	A	-0.51%
AME	A	-0.51%
LEN	D	-0.5%
LNG	B	-0.5%
GEV	B	-0.5%
CBRE	B	-0.49%
SQ	B	-0.49%
COR	B	-0.49%
HWM	A	-0.49%
OTIS	C	-0.48%
MCHP	D	-0.48%
EA	A	-0.48%
IR	B	-0.47%
ODFL	B	-0.47%
VRT	B	-0.47%
GIS	D	-0.46%
GEHC	F	-0.46%
IT	C	-0.45%
SYY	B	-0.45%
YUM	B	-0.45%
DAL	C	-0.45%
CTSH	B	-0.45%
DDOG	A	-0.45%
XEL	A	-0.45%
DFS	B	-0.45%
HES	B	-0.45%
VMC	B	-0.44%
MLM	B	-0.44%
IRM	D	-0.44%
GLW	B	-0.44%
MPWR	F	-0.43%
ED	D	-0.43%
ACGL	D	-0.43%
RMD	C	-0.43%
IQV	D	-0.43%
EXR	D	-0.42%
MRVL	B	-0.42%
DOW	F	-0.42%
HPQ	B	-0.42%
IDXX	F	-0.41%
FANG	D	-0.41%
NUE	C	-0.41%
LULU	C	-0.41%
NDAQ	A	-0.41%
EFX	F	-0.4%
WMB	A	-0.39%
MTB	A	-0.39%
COIN	C	-0.38%
AVB	B	-0.38%
EIX	B	-0.38%
TEAM	A	-0.37%
WEC	A	-0.37%
ON	D	-0.37%
ROK	B	-0.37%
GRMN	B	-0.37%
WTW	B	-0.37%
FITB	A	-0.36%
XYL	D	-0.36%
ARES	A	-0.36%
CSGP	D	-0.36%
VICI	C	-0.36%
TSCO	D	-0.35%
PPG	F	-0.35%
RBLX	C	-0.34%
ANSS	B	-0.34%
DXCM	D	-0.34%
PHM	D	-0.33%
AWK	D	-0.33%
TTWO	A	-0.33%
VTR	C	-0.33%
HUBS	A	-0.33%
RJF	A	-0.33%
KEYS	A	-0.32%
DOV	A	-0.32%
HSY	F	-0.32%
STT	A	-0.32%
ADM	D	-0.32%
CAH	B	-0.32%
NVR	D	-0.32%
JCI	C	-0.31%
NET	B	-0.31%
HPE	B	-0.31%
BIIB	F	-0.31%
IFF	D	-0.31%
AZO	C	-0.31%
UAL	A	-0.31%
TYL	B	-0.31%
AIG	B	-0.3%
TROW	B	-0.3%
CHD	B	-0.3%
BR	A	-0.3%
SBAC	D	-0.3%
D	C	-0.3%
CDW	F	-0.3%
ES	D	-0.29%
BRO	B	-0.29%
VLTO	D	-0.29%
FTNT	C	-0.29%
DVN	F	-0.29%
PPL	B	-0.28%
FE	C	-0.28%
KMI	A	-0.28%
AEE	A	-0.28%
STE	F	-0.27%
CINF	A	-0.27%
HAL	C	-0.27%
K	A	-0.27%
WST	C	-0.27%
WDC	D	-0.27%
LYB	F	-0.27%
HBAN	A	-0.27%
WY	D	-0.27%
LPLA	A	-0.26%
STX	D	-0.26%
GPN	B	-0.26%
TDY	B	-0.26%
MSTR	C	-0.26%
CPAY	A	-0.26%
ZBH	C	-0.26%
RF	A	-0.26%
PKG	A	-0.25%
CMS	C	-0.25%
CCL	B	-0.25%
EXPE	B	-0.24%
ARE	D	-0.24%
CLX	B	-0.24%
TRU	D	-0.24%
ZBRA	B	-0.24%
OMC	C	-0.24%
FSLR	F	-0.24%
EW	C	-0.24%
MRNA	F	-0.23%
MDB	C	-0.23%
APP	B	-0.23%
DRI	B	-0.23%
MKL	A	-0.23%
LYV	A	-0.23%
PFG	D	-0.23%
LVS	C	-0.23%
LH	C	-0.23%
CNP	B	-0.23%
WAT	B	-0.23%
PINS	D	-0.23%
NTRS	A	-0.23%
IP	B	-0.23%
MOH	F	-0.22%
CFG	B	-0.22%
WBD	C	-0.22%
BALL	D	-0.22%
BAX	D	-0.22%
ESS	B	-0.22%
TRGP	B	-0.22%
LUV	C	-0.22%
DGX	A	-0.21%
FDS	B	-0.21%
TER	D	-0.21%
SNA	A	-0.21%
J	F	-0.21%
BBY	D	-0.21%
DG	F	-0.21%
ULTA	F	-0.21%
ZM	B	-0.21%
MAA	B	-0.21%
WRB	A	-0.2%
ZS	C	-0.2%
SUI	D	-0.2%
TSN	B	-0.2%
EXPD	D	-0.2%
CTRA	B	-0.2%
AKAM	D	-0.19%
EG	C	-0.19%
LNT	A	-0.19%
MRO	B	-0.19%
FNF	B	-0.19%
IBKR	A	-0.19%
BURL	A	-0.19%
GPC	D	-0.19%
KEY	B	-0.19%
AVTR	F	-0.18%
HEI	B	-0.18%
DPZ	C	-0.18%
SMCI	F	-0.18%
CVNA	B	-0.18%
ALGN	D	-0.18%
RVTY	F	-0.18%
VRSN	F	-0.18%
L	A	-0.18%
JBHT	C	-0.18%
TW	A	-0.18%
TRMB	B	-0.18%
CF	B	-0.18%
TXT	D	-0.18%
APTV	D	-0.18%
GEN	B	-0.18%
ROL	B	-0.17%
CE	F	-0.17%
VTRS	A	-0.17%
CAG	D	-0.17%
SWKS	F	-0.17%
SWK	D	-0.17%
SNAP	C	-0.16%
NWSA	B	-0.16%
DLTR	F	-0.16%
WPC	D	-0.15%
BMRN	D	-0.15%
TPL	A	-0.14%
HUBB	B	-0.14%
OKTA	C	-0.14%
ENPH	F	-0.13%
EQT	B	-0.13%
STLD	B	-0.12%
FOXA	B	-0.12%
HEI	B	-0.12%
RPRX	D	-0.12%
CPB	D	-0.11%
HRL	D	-0.11%
DOC	D	-0.1%
NI	A	-0.1%
PODD	C	-0.1%
EL	F	-0.09%
BSY	D	-0.09%
CRBG	B	-0.08%
POOL	C	-0.08%
EVRG	A	-0.08%
UDR	B	-0.08%
ALB	C	-0.07%
INCY	C	-0.07%
FOX	A	-0.05%
WMG	C	-0.05%
MGM	D	-0.05%
BEN	C	-0.04%
WBA	F	-0.04%
RKT	F	-0.03%
WLK	D	-0.03%
AGR	B	-0.03%
LEN	D	-0.02%
NWS	B	-0.01%