SIFI vs. WTID ETF Comparison

Comparison of Harbor Scientific Alpha Income ETF (SIFI) to Bank Of Montreal MicroSectors Energy 3X Inverse Leveraged ETNs (WTID)
SIFI

Harbor Scientific Alpha Income ETF

SIFI Description

Harbor ETF Trust - Harbor Scientific Alpha Income ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Bluecove Limited. It invests in the fixed income markets of the United States. It invests directly and through derivatives such as swaps and future to create its portfolio. It invests in U.S. dollar-denominated debt securities issued by U.S. government, its agencies or government-sponsored enterprises and corporates. The fund primarily invests in investment-grade securities that are rated BBB- and above by S&P and Fitch and Baa3 and above by Moody’s. The fund invests in securities with varying maturities.

Grade (RS Rating)

Last Trade

$43.77

Average Daily Volume

112

Number of Holdings *

0

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

Bank Of Montreal MicroSectors Energy 3X Inverse Leveraged ETNs

WTID Description The investment seeks to provide a three times leveraged inverse exposure to changes in the level of the Bloomberg WTI Crude Oil Subindex ERSM. The index is designed to measure the return from a rolling long position in WTI crude oil futures contracts that trade on major U.S. exchanges.

Grade (RS Rating)

Last Trade

$16.07

Average Daily Volume

990

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period SIFI WTID
30 Days -0.45% -1.90%
60 Days -0.80% -22.83%
90 Days 0.61% -3.27%
12 Months 10.08% -30.02%
0 Overlapping Holdings
Symbol Grade Weight in SIFI Weight in WTID Overlap
SIFI Overweight 0 Positions Relative to WTID
Symbol Grade Weight
SIFI Underweight 10 Positions Relative to WTID
Symbol Grade Weight
XOM B -15.0%
CVX B -15.0%
COP C -12.36%
OXY D -9.69%
MPC D -7.85%
VLO D -7.49%
EOG A -6.48%
PSX D -6.04%
DVN F -5.38%
EQT B -5.36%

SIFI: Top Represented Industries & Keywords

Industries:
Keywords:
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