MEDI vs. EMSF ETF Comparison

Comparison of Harbor Health Care ETF (MEDI) to Matthews Emerging Markets Sustainable Future Active ETF (EMSF)
MEDI

Harbor Health Care ETF

MEDI Description

Harbor Health Care ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Westfield Capital Management Company, L.P. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across health care sectors. It invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor Health Care ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$26.63

Average Daily Volume

1,079

Number of Holdings *

33

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

Matthews Emerging Markets Sustainable Future Active ETF

EMSF Description EMSF actively invests in common and preferred stocks of companies in emerging markets, including countries that may be considered frontier. While the fund has an all-cap exposure, it expects to invest substantially in smaller companies. The fund looks for sustainable growth based on fundamental characteristics such as balance sheet information, size, cash flow stability, and financial health. It also applies various ESG standards, using third-party data and the adviser's proprietary research, to identify investments that potentially contribute to a sustainable future by addressing global environmental and social challenges. The fund also employs exclusionary ESG screens, which avoid controversial businesses such as tobacco, weapons, and fossil fuels. The fund may engage its portfolio companies on sustainability and governance matters through active dialogue, exercising shareholder rights, and encouraging enhanced ESG disclosure.

Grade (RS Rating)

Last Trade

$27.03

Average Daily Volume

2,753

Number of Holdings *

6

* may have additional holdings in another (foreign) market
Performance
Period MEDI EMSF
30 Days -4.17% -7.39%
60 Days -3.36% 3.44%
90 Days -0.65% 9.12%
12 Months 23.97% 10.28%
1 Overlapping Holdings
Symbol Grade Weight in MEDI Weight in EMSF Overlap
LEGN F 7.21% 3.9% 3.9%
MEDI Overweight 32 Positions Relative to EMSF
Symbol Grade Weight
ASND F 15.43%
ABBV A 7.25%
MASI A 5.77%
UNH C 4.64%
PFE D 4.49%
LNTH C 4.36%
OPCH F 4.33%
PCVX C 3.47%
DXCM C 3.45%
ICLR F 3.26%
PODD A 2.95%
BCYC D 2.83%
CVS F 2.62%
INVA C 2.08%
LLY F 1.87%
RCKT F 1.82%
HAE F 1.78%
VRTX D 1.74%
BIO A 1.68%
ARGX A 1.55%
GEHC D 1.54%
MRK F 1.5%
ITCI A 1.29%
ILMN A 1.25%
BSX C 1.13%
GKOS B 1.03%
PRCT A 0.79%
IRTC C 0.77%
CYTK F 0.76%
OSCR C 0.74%
MRUS C 0.7%
VKTX A 0.67%
MEDI Underweight 5 Positions Relative to EMSF
Symbol Grade Weight
YMM B -5.35%
MU C -2.6%
NU C -1.29%
LRCX F -1.25%
BZ C -0.29%
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