SCDS vs. SMLL ETF Comparison

Comparison of JPMorgan Fundamental Data Science Small Core ETF (SCDS) to Harbor Active Small Cap ETF (SMLL)
SCDS

JPMorgan Fundamental Data Science Small Core ETF

SCDS Description

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and healthcare 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

$58.35

Average Daily Volume

68

Number of Holdings *

190

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

Harbor Active Small Cap ETF

SMLL Description The investment seeks daily investment results, before fees and expenses, of 200% of the daily performance of the Russell 2000® Index. The fund invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, and securities of the index, ETFs that track the index and other financial instruments that provide daily leveraged exposure to the index or ETFs that track the index. The index measures the performance of approximately 2,000 small-cap companies in the Russell 3000® Index, based on a combination of their market capitalization and current index membership. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$22.32

Average Daily Volume

3,161

Number of Holdings *

40

* may have additional holdings in another (foreign) market
Performance
Period SCDS SMLL
30 Days 5.44% 8.70%
60 Days 7.97% 13.48%
90 Days 10.84%
12 Months
8 Overlapping Holdings
Symbol Grade Weight in SCDS Weight in SMLL Overlap
BECN B 1.11% 1.1% 1.1%
FRSH B 0.84% 2.72% 0.84%
JBI F 0.07% 3.87% 0.07%
LBRT F 0.29% 5.89% 0.29%
MC B 0.35% 1.53% 0.35%
MCRI A 0.75% 1.5% 0.75%
PLOW D 0.34% 1.84% 0.34%
RLJ B 0.19% 2.38% 0.19%
SCDS Overweight 182 Positions Relative to SMLL
Symbol Grade Weight
HLNE B 1.57%
MLI B 1.5%
HALO B 1.19%
RHP B 1.19%
PCVX D 1.17%
RUSHA B 1.17%
CHX D 1.12%
EXLS B 1.1%
SM C 1.05%
CRDO B 1.03%
LTH C 1.01%
AGIO B 0.97%
ZETA D 0.94%
PLXS C 0.92%
PRM C 0.91%
BPMC B 0.88%
KRG B 0.88%
SFM B 0.87%
FN B 0.87%
ICUI D 0.86%
RMBS B 0.85%
INSM D 0.83%
BL B 0.82%
FFBC B 0.82%
FIBK B 0.82%
WSFS B 0.81%
MHO D 0.8%
KTB B 0.8%
BKU B 0.8%
VRTS B 0.8%
DRVN A 0.79%
AZZ B 0.79%
TTMI B 0.79%
FRME B 0.78%
QLYS B 0.77%
TCBK B 0.76%
SHOO D 0.76%
FOLD D 0.76%
CHEF B 0.75%
IOSP B 0.74%
LCII C 0.74%
CSWI B 0.74%
WTS B 0.73%
GPI A 0.73%
ABM B 0.72%
RDN C 0.72%
CPK A 0.72%
BUSE B 0.71%
HQY B 0.7%
CHCO B 0.7%
SYNA D 0.68%
UTZ F 0.68%
KN B 0.67%
PRCT C 0.66%
DFIN D 0.66%
SONO C 0.66%
IRTC C 0.66%
BCPC B 0.64%
NTB B 0.62%
GFF A 0.62%
POR D 0.61%
EPC F 0.61%
VC D 0.59%
WHD B 0.58%
INDB B 0.58%
PTGX C 0.57%
YOU D 0.54%
VSH F 0.53%
MYRG B 0.53%
WGO B 0.53%
BE B 0.52%
HWKN C 0.52%
DOCN D 0.51%
ARVN D 0.49%
QCRH B 0.49%
ENVA B 0.48%
RVMD B 0.47%
ANF D 0.45%
PRIM B 0.45%
JXN B 0.45%
MRTN B 0.43%
INMD B 0.42%
SKYW B 0.42%
CSR C 0.41%
TNET D 0.41%
ROIC A 0.4%
SMTC B 0.4%
SHLS D 0.4%
FA D 0.4%
ATEC C 0.4%
UTL C 0.4%
EVRI A 0.4%
EFSC B 0.39%
EPRT C 0.38%
CDP C 0.38%
BANF B 0.37%
BMI B 0.37%
PTVE C 0.36%
TWST F 0.36%
ACT C 0.35%
OFG B 0.35%
POWI C 0.35%
SHO C 0.35%
CARG B 0.34%
PLYM F 0.34%
AKRO C 0.34%
OCFC B 0.34%
ATRC B 0.33%
RGNX D 0.33%
LASR D 0.33%
OGS A 0.32%
RLAY F 0.32%
CTRE C 0.32%
SAFT B 0.32%
ANET C 0.31%
HIMS B 0.31%
DNOW B 0.31%
VERX B 0.3%
LADR B 0.3%
EVH F 0.3%
CASH B 0.29%
RXST F 0.29%
BBSI A 0.26%
HCAT B 0.26%
AMAL B 0.26%
UTMD C 0.25%
WTTR B 0.25%
BAND C 0.25%
CWAN B 0.25%
LILAK F 0.25%
HGV B 0.24%
UIS B 0.24%
TMDX F 0.24%
VITL F 0.24%
OSBC A 0.24%
MRVI F 0.23%
HCC C 0.21%
OSW A 0.2%
OOMA A 0.2%
ARCH B 0.2%
HURN B 0.19%
MGNI A 0.19%
INSW F 0.19%
RAMP C 0.17%
ARHS F 0.17%
THR D 0.17%
BY B 0.17%
HTH B 0.17%
XHR B 0.17%
BFST B 0.17%
INGN C 0.17%
CWK B 0.16%
PGNY F 0.16%
BLBD F 0.16%
ESGR C 0.16%
LC B 0.16%
BTU B 0.15%
OEC D 0.15%
PLMR C 0.15%
VERV D 0.14%
BLMN F 0.14%
AIT A 0.14%
KWR C 0.13%
ITOS F 0.13%
GNW B 0.13%
ALEC C 0.13%
ACEL B 0.13%
COOP B 0.13%
OMCL C 0.12%
BSIG B 0.12%
THRY F 0.12%
REPL C 0.12%
BFH B 0.12%
TYRA F 0.11%
CNNE B 0.11%
LGF.A F 0.09%
CYRX D 0.08%
LPRO B 0.07%
NKTX F 0.06%
AVNW F 0.05%
ARWR C 0.04%
COHU C 0.02%
SCDS Underweight 32 Positions Relative to SMLL
Symbol Grade Weight
SSNC C -4.78%
KNSL C -4.71%
DOCS B -4.24%
PCTY A -4.02%
RS B -3.57%
FOUR B -3.06%
ZG B -3.06%
WTFC B -2.93%
LYFT B -2.69%
APAM B -2.64%
ATR A -2.38%
USPH C -1.88%
LSTR B -1.87%
WRBY B -1.85%
HAYW C -1.82%
PECO A -1.57%
MORN B -1.5%
OSCR F -1.42%
WSC F -1.36%
EWCZ C -1.33%
QTWO A -1.32%
NNN F -1.3%
SAM B -1.27%
CHWY B -1.2%
FBIN F -1.13%
RL B -1.12%
RBC B -1.1%
NWE C -1.07%
TMCI C -0.95%
TRUE B -0.94%
CMS C -0.87%
REYN D -0.74%
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