RULE vs. RENW ETF Comparison
Comparison of Adaptive Core ETF (RULE) to Harbor Energy Transition Strategy ETF (RENW)
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).
Grade (RS Rating)
Last Trade
$21.90
Average Daily Volume
13,403
34
RENW
Harbor Energy Transition Strategy ETF
RENW Description
The investment seeks to track the performance, before fees and expenses, of the Morningstar® North America Renewable EnergySM Index (the index). Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index is a rules-based, modified equal-weighted, liquidity-adjusted index of U.S. and Canadian-listed common stocks of companies in North America that are leaders in the transition to a low-carbon economy. The fund is non-diversified.Grade (RS Rating)
Last Trade
$12.58
Average Daily Volume
16,039
8
Performance
| Period | RULE | RENW |
|---|---|---|
| 30 Days | 0.80% | -1.50% |
| 60 Days | 1.55% | -2.46% |
| 90 Days | -0.25% | -5.84% |
| 12 Months | 15.94% | -15.52% |
1 Overlapping Holdings
| Symbol | Grade | Weight in RULE | Weight in RENW | Overlap | |
|---|---|---|---|---|---|
| WAB | B | 2.82% | 2.16% | 2.16% |
RULE Overweight 33 Positions Relative to RENW
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | B | 4.51% | |
| JPST | B | 4.5% | |
| VEEV | C | 3.57% | |
| FCNCA | D | 3.17% | |
| ISRG | B | 3.17% | |
| MSI | B | 3.13% | |
| BRO | B | 3.13% | |
| SPGI | A | 3.1% | |
| REGN | C | 3.1% | |
| ZTS | B | 3.07% | |
| SPHQ | A | 3.06% | |
| NOW | B | 3.0% | |
| CAH | B | 2.95% | |
| AON | B | 2.93% | |
| COST | B | 2.92% | |
| XLG | C | 2.91% | |
| CRM | D | 2.88% | |
| INTU | C | 2.81% | |
| META | B | 2.8% | |
| VRSK | D | 2.75% | |
| IWF | C | 2.73% | |
| BLDR | C | 2.65% | |
| CPAY | C | 2.61% | |
| GOOGL | D | 2.59% | |
| BK | A | 2.57% | |
| MSFT | C | 2.53% | |
| IR | D | 2.43% | |
| WMT | B | 2.35% | |
| AXON | A | 2.35% | |
| NFLX | B | 2.31% | |
| ADBE | D | 2.31% | |
| FTNT | B | 2.3% | |
| DASH | C | 2.06% |
RULE: Top Represented Industries & Keywords
RENW: Top Represented Industries & Keywords
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