MCDS vs. LSEQ ETF Comparison

Comparison of JPMorgan Fundamental Data Science Mid Core ETF (MCDS) to Harbor Long-Short Equity ETF (LSEQ)

MCDS

JPMorgan Fundamental Data Science Mid Core ETF

MCDS Description

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and consumer discretionary sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.

Grade (RS Rating)

Last Trade

$59.59

Average Daily Volume

Number of Holdings ^*

139

* may have additional holdings in another (foreign) market

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

$29.27

Average Daily Volume

596

Number of Holdings ^*

154

* may have additional holdings in another (foreign) market

Performance

Period	MCDS	LSEQ
30 Days	7.18%	4.81%
60 Days	8.27%	6.50%
90 Days	10.50%	7.67%
12 Months

30 Overlapping Holdings

Symbol	Grade	Weight in MCDS	Weight in LSEQ	Overlap
ALNY	D	0.6%	0.52%	0.52%
APP	B	0.12%	3.65%	0.12%
ATR	B	0.83%	0.72%	0.72%
AXTA	A	0.64%	1.54%	0.64%
BURL	A	0.71%	0.67%	0.67%
CAH	B	0.98%	0.7%	0.7%
DXCM	D	0.21%	-1.89%	-1.89%
EHC	B	0.83%	0.91%	0.83%
EXP	A	0.66%	0.77%	0.66%
FANG	D	1.1%	-1.83%	-1.83%
FICO	B	0.23%	0.88%	0.23%
FTI	A	0.8%	0.97%	0.8%
HLT	A	1.13%	0.86%	0.86%
HPE	B	0.78%	1.85%	0.78%
IT	C	0.75%	0.8%	0.75%
JAZZ	B	0.58%	0.67%	0.58%
MANH	D	0.72%	0.88%	0.72%
NTNX	A	0.46%	0.75%	0.46%
NTRA	B	0.98%	0.72%	0.72%
PFGC	B	0.82%	0.69%	0.69%
PKG	A	0.81%	1.01%	0.81%
PLTR	B	0.65%	2.91%	0.65%
RCL	A	1.07%	1.19%	1.07%
ROST	C	0.8%	0.72%	0.72%
SMCI	F	0.03%	-1.15%	-1.15%
TTD	B	1.32%	0.67%	0.67%
TYL	B	1.06%	0.76%	0.76%
USFD	A	0.66%	1.82%	0.66%
WMB	A	1.39%	0.83%	0.83%
ZBRA	B	0.92%	1.19%	0.92%

MCDS Overweight 109 Positions Relative to LSEQ

Symbol	Grade	Weight
RJF	A	1.6%
FIS	C	1.49%
HWM	A	1.43%
SQ	B	1.37%
WEC	A	1.29%
PWR	A	1.29%
HEI	B	1.24%
MTB	A	1.22%
GRMN	B	1.16%
SBAC	D	1.12%
DOV	A	1.12%
WAB	B	1.08%
XEL	A	1.08%
ACGL	D	1.07%
STT	A	1.04%
CMS	C	1.0%
HIG	B	1.0%
FHN	A	0.98%
RF	A	0.98%
SAIA	B	0.97%
PCG	A	0.92%
DFS	B	0.9%
CSL	C	0.9%
MLM	B	0.85%
DAL	C	0.84%
L	A	0.81%
AVB	B	0.81%
SSNC	B	0.8%
HUBS	A	0.79%
RL	B	0.79%
REG	B	0.78%
JBHT	C	0.78%
CBRE	B	0.77%
TOL	B	0.77%
ARES	A	0.75%
NTRS	A	0.75%
CUBE	D	0.74%
BJ	A	0.74%
EXPE	B	0.73%
ELS	C	0.73%
AAON	B	0.72%
MCHP	D	0.72%
CTSH	B	0.71%
BAH	F	0.71%
MAA	B	0.71%
IQV	D	0.71%
TTWO	A	0.71%
DGX	A	0.7%
ZBH	C	0.7%
BBY	D	0.7%
DRI	B	0.69%
IEX	B	0.69%
CTRA	B	0.68%
EGP	F	0.67%
FBIN	D	0.67%
ENTG	D	0.67%
NVST	B	0.67%
EIX	B	0.66%
LDOS	C	0.66%
CHTR	C	0.65%
RLI	B	0.64%
SNX	C	0.63%
MTD	D	0.62%
LKQ	D	0.62%
CNM	D	0.61%
WST	C	0.6%
MAS	D	0.6%
MSCI	C	0.59%
DDOG	A	0.58%
WY	D	0.58%
TER	D	0.54%
CC	C	0.52%
HSY	F	0.51%
DOW	F	0.51%
HUM	C	0.47%
BBWI	D	0.47%
LVS	C	0.46%
MDB	C	0.45%
ADM	D	0.45%
POST	C	0.44%
REYN	D	0.43%
ESI	A	0.43%
AME	A	0.42%
AGCO	D	0.4%
BALL	D	0.39%
REXR	F	0.39%
ON	D	0.38%
FCNCA	A	0.38%
SRPT	D	0.37%
TPR	B	0.36%
AJG	B	0.35%
PRU	A	0.35%
LPLA	A	0.34%
PEG	A	0.32%
LYB	F	0.32%
LNG	B	0.3%
CHD	B	0.28%
HUBB	B	0.27%
TSCO	D	0.27%
TDY	B	0.25%
FITB	A	0.24%
POOL	C	0.22%
AES	F	0.21%
TW	A	0.21%
GPC	D	0.2%
CFLT	B	0.17%
NCNO	B	0.17%
VKTX	F	0.12%
PCTY	B	0.09%

MCDS Underweight 124 Positions Relative to LSEQ

Symbol	Grade	Weight
CVNA	B	-2.27%
AAL	B	-2.23%
VSCO	B	-1.95%
CASY	A	-1.91%
KSS	F	-1.89%
CCL	B	-1.89%
WMT	A	-1.84%
COST	B	-1.77%
DOCS	C	-1.75%
CPNG	D	-1.66%
RGLD	C	-1.66%
PLTK	B	-1.55%
OGN	D	-1.54%
BSX	B	-1.52%
EXEL	B	-1.49%
TMUS	B	-1.49%
SPOT	B	-1.46%
DECK	A	-1.45%
BKNG	A	-1.39%
ANET	C	-1.39%
DOCU	A	-1.38%
R	B	-1.37%
PFE	D	-1.26%
MTCH	D	-1.22%
PRGO	B	-1.21%
GDDY	A	-1.19%
MUSA	A	-1.16%
JWN	C	-1.15%
KEX	C	-1.13%
LIN	D	-1.11%
LLY	F	-1.11%
MSI	B	-1.09%
KMI	A	-1.08%
THC	D	-1.07%
WSM	B	-1.02%
RPM	A	-0.99%
T	A	-0.96%
META	D	-0.95%
PEGA	A	-0.94%
TRGP	B	-0.93%
NTAP	C	-0.92%
TJX	A	-0.92%
TXRH	C	-0.91%
NOW	A	-0.9%
ECL	D	-0.88%
AM	A	-0.88%
DASH	A	-0.87%
COR	B	-0.86%
DTM	B	-0.86%
UBER	D	-0.86%
OKE	A	-0.84%
NFLX	A	-0.83%
GWRE	A	-0.82%
FTNT	C	-0.81%
FFIV	B	-0.78%
AMCR	D	-0.77%
UAL	A	-0.77%
ISRG	A	-0.76%
GLW	B	-0.76%
LPX	B	-0.76%
HCA	F	-0.73%
ZM	B	-0.73%
VST	B	-0.73%
GMED	A	-0.72%
DUOL	A	-0.72%
LOW	D	-0.71%
COHR	B	-0.7%
EBAY	D	-0.69%
INCY	C	-0.69%
TKO	B	-0.69%
PANW	C	-0.69%
UTHR	C	-0.68%
SHW	A	-0.68%
BMY	B	-0.67%
RBLX	C	-0.67%
SO	D	-0.67%
SYK	C	-0.66%
AAPL	C	-0.65%
ITCI	C	-0.65%
HRB	D	-0.65%
DELL	C	-0.64%
NI	A	-0.64%
RMD	C	-0.63%
ILMN	D	-0.63%
SMAR	A	-0.61%
NRG	B	-0.61%
OMC	C	-0.57%
SMG	D	-0.57%
AMGN	D	-0.54%
IFF	D	-0.54%
ABBV	D	-0.52%
CEG	D	-0.52%
BFAM	D	-0.49%
IDXX	F	--1.41%
SLB	C	--1.48%
WDAY	B	--1.49%
CIVI	D	--1.5%
CHRD	D	--1.53%
AAP	C	--1.55%
SNOW	C	--1.59%
ACHC	F	--1.61%
CABO	C	--1.62%
ALB	C	--1.65%
DG	F	--1.73%
APA	D	--1.74%
MEDP	D	--1.79%
SNPS	B	--1.79%
LITE	B	--1.79%
DLTR	F	--1.82%
MSFT	F	--1.86%
U	C	--1.89%
WFRD	D	--1.91%
MTN	C	--1.93%
GO	C	--1.94%
WING	D	--1.98%
AMZN	C	--1.99%
TXG	F	--2.0%
DV	C	--2.05%
CAR	C	--2.13%
WBA	F	--2.17%
MCK	B	--2.19%
FIVN	C	--2.29%
NFE	D	--2.39%
OVV	B	--2.47%