LSEQ vs. SCHZ ETF Comparison

Comparison of Harbor Long-Short Equity ETF (LSEQ) to Schwab US Aggregate Bond ETF (SCHZ)
LSEQ

Harbor Long-Short Equity ETF

LSEQ Description

Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in long and short positions in equity securities. The fund advisor seeks to achieve the fund's investment objective by establishing long and/or short positions in equity securities.

Grade (RS Rating)

Last Trade

$29.03

Average Daily Volume

974

Number of Holdings *

154

* may have additional holdings in another (foreign) market
SCHZ

Schwab US Aggregate Bond ETF

SCHZ Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Grade (RS Rating)

Last Trade

$22.97

Average Daily Volume

1,159,510

Number of Holdings *

539

* may have additional holdings in another (foreign) market
Performance
Period LSEQ SCHZ
30 Days 3.94% -1.28%
60 Days 5.97% -2.97%
90 Days 6.81% -1.87%
12 Months 6.45%
57 Overlapping Holdings
Symbol Grade Weight in LSEQ Weight in SCHZ Overlap
AAL B 2.16% 0.0% 0.0%
AAP D -1.57% 0.0% -1.57%
AAPL C 0.66% 0.0% 0.0%
ABBV F 0.63% 0.0% 0.0%
ALB B -1.61% 0.0% -1.61%
AMCR D 0.77% 0.0% 0.0%
AMGN D 0.62% 0.0% 0.0%
AMZN B -2.06% 0.0% -2.06%
BKNG A 1.39% 0.0% 0.0%
BMY A 0.65% 0.0% 0.0%
BSX A 1.55% 0.0% 0.0%
CAH B 0.72% 0.0% 0.0%
COST A 1.85% 0.0% 0.0%
DELL B 0.66% 0.0% 0.0%
DG F -1.76% 0.0% -1.76%
DLTR F -1.75% 0.01% -1.75%
EBAY D 0.7% 0.0% 0.0%
ECL D 0.9% 0.0% 0.0%
EXP B 0.8% 0.0% 0.0%
FANG D -1.9% 0.0% -1.9%
FTNT B 0.8% 0.0% 0.0%
GLW B 0.8% 0.0% 0.0%
HCA F 0.76% 0.0% 0.0%
HPE B 1.94% 0.0% 0.0%
HRB D 0.65% 0.0% 0.0%
IFF D 0.58% 0.0% 0.0%
ILMN C 0.71% 0.0% 0.0%
KEX B 1.13% 0.0% 0.0%
KMI A 1.07% 0.0% 0.0%
KSS F 1.85% 0.0% 0.0%
LIN D 1.14% 0.0% 0.0%
LLY F 1.24% 0.0% 0.0%
LOW C 0.72% 0.0% 0.0%
MCK A -2.23% 0.0% -2.23%
MSFT D -1.91% 0.0% -1.91%
MSI B 1.13% 0.0% 0.0%
NI A 0.64% 0.0% 0.0%
NOW B 0.9% 0.01% 0.01%
NTAP C 0.98% 0.0% 0.0%
OKE A 0.83% 0.0% 0.0%
OMC C 0.62% 0.0% 0.0%
PFE F 1.36% 0.0% 0.0%
PKG B 1.03% 0.0% 0.0%
R B 1.38% 0.0% 0.0%
ROST D 0.74% 0.0% 0.0%
RPM B 1.0% 0.0% 0.0%
SHW C 0.7% 0.0% 0.0%
SLB C -1.49% 0.0% -1.49%
SO C 0.68% 0.0% 0.0%
SYK A 0.64% 0.0% 0.0%
T A 0.95% 0.0% 0.0%
TJX A 0.91% 0.0% 0.0%
TMUS B 1.5% 0.0% 0.0%
UAL A 0.74% 0.0% 0.0%
WBA F -2.34% 0.0% -2.34%
WMB A 0.83% 0.0% 0.0%
WMT A 1.86% 0.0% 0.0%
LSEQ Overweight 97 Positions Relative to SCHZ
Symbol Grade Weight
APP A 3.65%
PLTR A 2.6%
CVNA A 2.31%
DOCS C 2.08%
CASY A 1.98%
USFD A 1.89%
CCL A 1.88%
VSCO A 1.87%
RGLD C 1.78%
OGN F 1.65%
CPNG D 1.64%
EXEL B 1.57%
PLTK B 1.54%
AXTA B 1.53%
ANET C 1.5%
DECK A 1.46%
DOCU B 1.39%
SPOT B 1.28%
ZBRA B 1.23%
MTCH F 1.22%
PRGO C 1.19%
GDDY A 1.17%
RCL A 1.17%
MUSA B 1.15%
JWN C 1.14%
THC C 1.14%
WSM D 1.02%
META C 1.01%
FTI A 1.0%
EHC B 0.96%
PEGA B 0.95%
TXRH B 0.92%
MANH D 0.92%
TRGP A 0.91%
FICO B 0.91%
COR B 0.89%
AM A 0.89%
DASH A 0.88%
HLT A 0.86%
UBER F 0.85%
DTM A 0.84%
IT C 0.84%
GWRE A 0.83%
COHR B 0.82%
NFLX A 0.81%
FFIV B 0.8%
TYL B 0.8%
UTHR C 0.77%
DUOL A 0.77%
ISRG A 0.77%
NTNX B 0.76%
ATR B 0.76%
INCY C 0.76%
LPX B 0.76%
ZM B 0.74%
VST A 0.74%
PFGC B 0.72%
GMED A 0.72%
ITCI B 0.72%
TTD B 0.71%
RBLX B 0.7%
TKO A 0.7%
PANW B 0.7%
RMD C 0.68%
JAZZ C 0.68%
BURL A 0.66%
NTRA A 0.66%
NRG B 0.64%
SMAR A 0.61%
ALNY D 0.61%
CEG C 0.56%
SMG C 0.56%
BFAM F 0.55%
IDXX F -1.46%
WDAY C -1.48%
SNOW C -1.53%
SMCI F -1.53%
CIVI D -1.57%
CHRD F -1.6%
CABO C -1.65%
APA F -1.71%
ACHC F -1.74%
DXCM C -1.75%
LITE B -1.85%
SNPS C -1.94%
GO C -1.95%
MTN C -1.96%
CAR C -1.99%
WFRD F -2.06%
DV C -2.08%
MEDP D -2.11%
WING D -2.14%
FIVN C -2.23%
U F -2.25%
TXG F -2.36%
OVV C -2.45%
NFE F -2.54%
LSEQ Underweight 482 Positions Relative to SCHZ
Symbol Grade Weight
WIT B -0.08%
UHS D -0.01%
CHD A -0.01%
MCHP F -0.01%
BIIB F -0.01%
STLA F -0.01%
EDC F -0.01%
CTS C -0.01%
DD D -0.01%
MDT D -0.01%
DT C -0.01%
COO D -0.0%
VLY B -0.0%
OCSL F -0.0%
WBS A -0.0%
GPC F -0.0%
SAN C -0.0%
SIGI B -0.0%
SAVE F -0.0%
GXO B -0.0%
SAFE F -0.0%
EPRT A -0.0%
SUI C -0.0%
VNO C -0.0%
SKT A -0.0%
CDNS B -0.0%
CBT C -0.0%
COKE C -0.0%
CACC F -0.0%
FAF C -0.0%
TKR F -0.0%
THG A -0.0%
TEL C -0.0%
PRE C -0.0%
AVA C -0.0%
VMI B -0.0%
WRB B -0.0%
TME F -0.0%
KMPR A -0.0%
FLO D -0.0%
DAL A -0.0%
NEU D -0.0%
BC D -0.0%
PSEC D -0.0%
STE D -0.0%
CTVA C -0.0%
PWR A -0.0%
GBDC B -0.0%
XRAY D -0.0%
CHH A -0.0%
AIZ A -0.0%
AMH C -0.0%
TSCO D -0.0%
BDN C -0.0%
JD D -0.0%
MHK D -0.0%
LAZ B -0.0%
EPR D -0.0%
HOG F -0.0%
HP C -0.0%
SBRA B -0.0%
MCY B -0.0%
NFG A -0.0%
BKU A -0.0%
KMT C -0.0%
CHRW B -0.0%
BBY D -0.0%
SCS B -0.0%
DRI C -0.0%
AVY D -0.0%
INVH D -0.0%
REXR F -0.0%
EA A -0.0%
HR C -0.0%
RS B -0.0%
IDA A -0.0%
DXC D -0.0%
DOX D -0.0%
XYL D -0.0%
LXP D -0.0%
BCSF A -0.0%
PDM D -0.0%
SLG B -0.0%
SNV B -0.0%
GSBD F -0.0%
ADC A -0.0%
ZION B -0.0%
INGR B -0.0%
NVR D -0.0%
WTRG B -0.0%
OSK C -0.0%
CE F -0.0%
AGO A -0.0%
EG D -0.0%
NHI D -0.0%
TRMB B -0.0%
DOV B -0.0%
SITC D -0.0%
OPI F -0.0%
G B -0.0%
AYI B -0.0%
STLD B -0.0%
OC A -0.0%
CTRA B -0.0%
LNC B -0.0%
MCO D -0.0%
MAIN A -0.0%
MTB A -0.0%
HUBB B -0.0%
CUBE C -0.0%
TPR B -0.0%
JNPR D -0.0%
ORI A -0.0%
H B -0.0%
WEC A -0.0%
VRSN F -0.0%
HII F -0.0%
SWX A -0.0%
ESGR B -0.0%
OGE A -0.0%
HPP F -0.0%
PNR B -0.0%
EW C -0.0%
VFC C -0.0%
VNT C -0.0%
LII A -0.0%
WB C -0.0%
FMC D -0.0%
FRT B -0.0%
PCAR C -0.0%
PFG C -0.0%
NWE C -0.0%
OGS A -0.0%
FHN A -0.0%
ADI D -0.0%
SWKS F -0.0%
NVT C -0.0%
SNA B -0.0%
GL C -0.0%
NNN C -0.0%
ROK B -0.0%
RL C -0.0%
URI B -0.0%
EFX F -0.0%
ARW F -0.0%
WU F -0.0%
AGR A -0.0%
AMG C -0.0%
AJG B -0.0%
L A -0.0%
SPGI D -0.0%
ESS A -0.0%
DGX A -0.0%
HAS D -0.0%
AWH F -0.0%
ORLY B -0.0%
AN D -0.0%
RNR C -0.0%
PHM D -0.0%
PSA C -0.0%
PVH C -0.0%
BEN C -0.0%
SF B -0.0%
AXS A -0.0%
MOS D -0.0%
JBLU F -0.0%
CTAS B -0.0%
UNM A -0.0%
VMC B -0.0%
HIW D -0.0%
DSS F -0.0%
PPG F -0.0%
FNF A -0.0%
AES F -0.0%
LEN D -0.0%
MKL A -0.0%
ADP B -0.0%
HRL D -0.0%
APD A -0.0%
REG A -0.0%
IPG F -0.0%
GP F -0.0%
EMR A -0.0%
RF A -0.0%
EE A -0.0%
PLD D -0.0%
SWK F -0.0%
BR B -0.0%
EVRG A -0.0%
IEX B -0.0%
FLS A -0.0%
AFG A -0.0%
CMA B -0.0%
WHR B -0.0%
ALLE D -0.0%
LEG F -0.0%
CNO B -0.0%
CNH C -0.0%
DOC D -0.0%
KRG A -0.0%
WM B -0.0%
BWA D -0.0%
EL F -0.0%
CMI A -0.0%
MKC D -0.0%
BAX F -0.0%
IVZ C -0.0%
WLK F -0.0%
CBOE C -0.0%
JBL C -0.0%
LDOS C -0.0%
NDAQ A -0.0%
HST D -0.0%
FLEX B -0.0%
KRC C -0.0%
AFL C -0.0%
RJF A -0.0%
DHI D -0.0%
CNA C -0.0%
RGA B -0.0%
CPT C -0.0%
NOV D -0.0%
GLPI C -0.0%
MAA A -0.0%
LHX B -0.0%
MRVL B -0.0%
MRO A -0.0%
APH B -0.0%
AMP A -0.0%
DLR A -0.0%
JBHT C -0.0%
A F -0.0%
SON F -0.0%
ARE F -0.0%
FSK A -0.0%
REGN F -0.0%
CSL C -0.0%
BRO B -0.0%
FTV D -0.0%
WPC C -0.0%
WEST C -0.0%
HIG B -0.0%
VOYA B -0.0%
LEA F -0.0%
TXT D -0.0%
EMN D -0.0%
INTU B -0.0%
MDLZ F -0.0%
SNX D -0.0%
FIS C -0.0%
VTR B -0.0%
AVT C -0.0%
HUN F -0.0%
SCHW A -0.0%
CINF A -0.0%
CNP A -0.0%
CL D -0.0%
LRCX F -0.0%
BKH A -0.0%
WAB B -0.0%
PH B -0.0%
TMO F -0.0%
EQR C -0.0%
CFG B -0.0%
MAR B -0.0%
HSY F -0.0%
MAS D -0.0%
RPRX F -0.0%
SRE A -0.0%
CME A -0.0%
IP A -0.0%
VRSK B -0.0%
SYF B -0.0%
LNT A -0.0%
NEM D -0.0%
LYB F -0.0%
MLM B -0.0%
NTRS A -0.0%
TDY B -0.0%
CMS C -0.0%
PPL A -0.0%
CF A -0.0%
EOG A -0.0%
OTIS C -0.0%
ACGL D -0.0%
APTV F -0.0%
JCI B -0.0%
XEL A -0.0%
BIDU F -0.0%
KIM A -0.0%
HBAN B -0.0%
DE C -0.0%
DHR D -0.0%
AON B -0.0%
O C -0.0%
AEP C -0.0%
NUE D -0.0%
SJM D -0.0%
ETR A -0.0%
ROP C -0.0%
BLK B -0.0%
KR B -0.0%
KLAC F -0.0%
LUV B -0.0%
TT A -0.0%
MPC D -0.0%
CCI C -0.0%
GD D -0.0%
ALL A -0.0%
CPB D -0.0%
NKE F -0.0%
HES B -0.0%
ATO A -0.0%
PEG C -0.0%
CAF C -0.0%
MU D -0.0%
ADBE D -0.0%
ZTS D -0.0%
STZ D -0.0%
FE C -0.0%
NXPI F -0.0%
JEF A -0.0%
UPS C -0.0%
NSC B -0.0%
CP F -0.0%
PG C -0.0%
ICE C -0.0%
BERY D -0.0%
CAG F -0.0%
AMAT F -0.0%
BRX A -0.0%
KDP D -0.0%
TGT B -0.0%
FITB B -0.0%
GWW B -0.0%
CLX A -0.0%
LVS B -0.0%
STT B -0.0%
GPN C -0.0%
DVN F -0.0%
BHF C -0.0%
WY D -0.0%
PGR B -0.0%
ES C -0.0%
WELL A -0.0%
ARCC A -0.0%
ZBH C -0.0%
AVB B -0.0%
SCCO F -0.0%
HUM D -0.0%
RSG A -0.0%
OHI B -0.0%
EIX C -0.0%
AWK C -0.0%
KMB C -0.0%
BG D -0.0%
COE C -0.0%
PAA B -0.0%
MMM D -0.0%
MA B -0.0%
KOF F -0.0%
MMC D -0.0%
UDR C -0.0%
DTE C -0.0%
SYY D -0.0%
EQIX A -0.0%
KEYS C -0.0%
HON B -0.0%
PYPL B -0.0%
BMO A -0.0%
BNS A -0.0%
TXN C -0.0%
AZO C -0.0%
EPD A -0.0%
AL B -0.0%
CSX C -0.0%
SPG A -0.0%
DOW F -0.0%
SBUX A -0.0%
BXP D -0.0%
CARR D -0.0%
TAP B -0.0%
TRV A -0.0%
PNC B -0.0%
NVDA A -0.0%
HAL C -0.0%
FDX B -0.0%
HPQ B -0.0%
PNW B -0.0%
PEP F -0.0%
CM A -0.0%
ITW B -0.0%
VLO C -0.0%
BDX F -0.0%
DB D -0.0%
MPLX A -0.0%
FOXA B -0.0%
USB B -0.0%
D C -0.0%
GIS F -0.0%
ADSK B -0.0%
MP C -0.0%
RY B -0.0%
TSN B -0.0%
DUK C -0.0%
NEE C -0.0%
CRM B -0.0%
ED C -0.0%
UNP D -0.0%
EQH B -0.0%
CB C -0.0%
PRU B -0.0%
ETN B -0.0%
AEE A -0.0%
EXPE B -0.0%
NOC D -0.0%
AMT D -0.0%
AXP B -0.0%
ADM D -0.0%
PSX C -0.0%
LH B -0.0%
AIG C -0.0%
TFC A -0.0%
K B -0.0%
GOOGL B -0.0%
MET A -0.0%
AER B -0.0%
QCOM F -0.0%
BABA D -0.0%
GM B -0.0%
UNH C -0.0%
PM A -0.0%
ALLY C -0.0%
LMT D -0.0%
BK B -0.0%
EXC C -0.0%
DIS B -0.0%
EQNR D -0.0%
MUFG A -0.0%
CAT C -0.0%
KO D -0.0%
KEY B -0.0%
MO A -0.0%
NWG B -0.0%
DFS B -0.0%
MCD D -0.0%
INTC C -0.0%
JNJ D -0.0%
BHP F -0.0%
GILD C -0.0%
RTX D -0.0%
XOM B -0.0%
PCG A -0.0%
CVX A -0.0%
CSCO B -0.0%
TD D -0.0%
MRK F -0.0%
COP B -0.0%
AVGO C -0.0%
VOD D -0.0%
HSBC A -0.0%
IBM C -0.0%
CI D -0.0%
ORCL A -0.0%
C B -0.0%
GSK F -0.0%
JPM A -0.0%
ABT A -0.0%
VZ C -0.0%
V A -0.0%
COF B -0.0%
HD A -0.0%
MS A -0.0%
CMCSA B -0.0%
CHTR B -0.0%
AZN F -0.0%
BAC A -0.0%
BA D -0.0%
WFC A -0.0%
GS B -0.0%
CVS F -0.0%
GE D -0.0%
Compare ETFs