MOAT vs. HAPY ETF Comparison

Comparison of Market Vectors Wide Moat ETF (MOAT) to Harbor Corporate Culture Leaders ETF (HAPY)
MOAT

Market Vectors Wide Moat ETF

MOAT Description

The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Morningstar® Wide Moat Focus IndexSM (the "Wide Moat Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of securities issued by companies that Morningstar, Inc. ("Morningstar" or the "Wide Moat Index Provider") determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors ("wide moat companies"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$94.84

Average Daily Volume

647,554

Number of Holdings *

53

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

Harbor Corporate Culture Leaders ETF

HAPY Description Harbor Corporate Culture Leaders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Human Capital Factor Unconstrained Index, by using full replication technique. Harbor Corporate Culture Leaders ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$24.73

Average Daily Volume

65

Number of Holdings *

75

* may have additional holdings in another (foreign) market
Performance
Period MOAT HAPY
30 Days -0.62% 3.22%
60 Days 1.92% 7.44%
90 Days 4.57% 9.80%
12 Months 26.06% 32.11%
8 Overlapping Holdings
Symbol Grade Weight in MOAT Weight in HAPY Overlap
ADBE C 2.19% 1.08% 1.08%
ADSK B 2.91% 1.46% 1.46%
ALLE D 2.56% 1.29% 1.29%
ETSY D 0.95% 1.22% 0.95%
GEHC D 1.17% 1.21% 1.17%
GOOGL C 1.4% 1.32% 1.32%
MSFT C 1.19% 1.19% 1.19%
TER F 1.0% 1.05% 1.0%
MOAT Overweight 45 Positions Relative to HAPY
Symbol Grade Weight
GILD B 3.09%
CRM B 3.03%
TRU D 2.87%
BIO C 2.85%
MKTX C 2.81%
EMR A 2.81%
USB B 2.76%
BMY B 2.76%
KVUE A 2.68%
VEEV B 2.61%
MO A 2.54%
CTVA C 2.51%
DIS B 2.43%
ZBH C 2.34%
CPB F 2.33%
A F 2.3%
PFE F 2.14%
IFF F 2.11%
NKE F 2.04%
BA F 2.03%
HII F 1.87%
FTNT B 1.67%
EL F 1.53%
WAT B 1.42%
CLX A 1.42%
IEX B 1.38%
NOC D 1.38%
SCHW B 1.38%
WDAY B 1.35%
AMZN A 1.34%
APD B 1.34%
KEYS C 1.32%
MAS D 1.31%
CMCSA B 1.3%
OTIS D 1.29%
RTX D 1.29%
SBUX B 1.29%
HON B 1.28%
UPS C 1.23%
EFX F 1.23%
NXPI F 1.21%
LRCX F 1.21%
ROK B 1.17%
MCHP F 1.12%
TMO F 1.07%
MOAT Underweight 67 Positions Relative to HAPY
Symbol Grade Weight
DAL A -1.86%
DAY B -1.77%
CIEN B -1.7%
PNFP B -1.63%
BKNG A -1.62%
SYF B -1.62%
TRMB B -1.61%
GWRE A -1.57%
CFR B -1.55%
INTC C -1.55%
IOT B -1.55%
EWBC B -1.54%
EVR B -1.54%
STLD C -1.52%
LULU B -1.51%
PCOR B -1.49%
NVDA A -1.48%
SSB B -1.47%
NOW A -1.45%
S B -1.44%
CMI A -1.44%
DBX B -1.42%
TRV B -1.41%
FDS A -1.4%
MDB C -1.4%
SMAR A -1.39%
CMC B -1.38%
RLI A -1.37%
LHX B -1.36%
SLAB F -1.35%
MA B -1.35%
NDAQ B -1.34%
TXN B -1.33%
DE D -1.32%
CDNS B -1.31%
AEE B -1.31%
GGG B -1.29%
LAMR D -1.28%
CME B -1.28%
PHM D -1.28%
INTU A -1.27%
CABO B -1.27%
DLB D -1.27%
MSCI B -1.26%
DV C -1.24%
AMD F -1.24%
DOC C -1.23%
MMS F -1.23%
AAPL C -1.21%
EXC C -1.21%
CPT C -1.2%
SO D -1.2%
COP C -1.2%
EXR D -1.19%
NSA D -1.19%
ACGL C -1.19%
JNPR D -1.18%
LMT D -1.18%
CBOE D -1.14%
SPSC F -1.13%
PLD D -1.1%
SRPT F -1.08%
CL F -1.07%
MRK F -1.07%
PSTG D -1.04%
RIG C -1.04%
OXY F -1.04%
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