SMLL vs. FDHT ETF Comparison

Comparison of Harbor Active Small Cap ETF (SMLL) to Fidelity Digital Health ETF (FDHT)
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

$22.75

Average Daily Volume

3,276

Number of Holdings *

40

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

Fidelity Digital Health ETF

FDHT Description The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Digital Health Index. Normally investing at least 80% of assets in securities included in the Fidelity Digital Health Index and in depositary receipts representing securities included in the index. The Fidelity Digital Health Index is designed to reflect the performance of a global universe of companies across the market capitalization spectrum providing healthcare records management, connected healthcare devices, surgical robotics, telemedicine, and other technology-enabled healthcare products and services.

Grade (RS Rating)

Last Trade

$20.27

Average Daily Volume

1,280

Number of Holdings *

28

* may have additional holdings in another (foreign) market
Performance
Period SMLL FDHT
30 Days 12.12% 1.33%
60 Days 15.66% 0.86%
90 Days 3.80%
12 Months 18.24%
1 Overlapping Holdings
Symbol Grade Weight in SMLL Weight in FDHT Overlap
DOCS C 3.71% 3.51% 3.51%
SMLL Overweight 39 Positions Relative to FDHT
Symbol Grade Weight
LBRT D 6.17%
KNSL B 4.97%
SSNC B 4.74%
JBI F 4.68%
PCTY B 3.66%
RS B 3.43%
ZG A 3.13%
FOUR B 3.08%
WTFC A 3.01%
LYFT C 2.71%
FRSH C 2.63%
APAM B 2.61%
RLJ C 2.42%
ATR B 2.37%
WRBY B 2.04%
OSCR D 1.95%
LSTR D 1.85%
PLOW D 1.79%
USPH B 1.77%
HAYW B 1.76%
PECO A 1.56%
MC C 1.51%
MCRI A 1.51%
MORN B 1.49%
SAM C 1.32%
NNN D 1.3%
CHWY B 1.26%
QTWO A 1.26%
WSC D 1.2%
NWE B 1.09%
RBC A 1.08%
BECN B 1.08%
FBIN D 1.07%
RL B 1.06%
EWCZ F 1.01%
TRUE B 0.95%
TMCI D 0.91%
CMS C 0.88%
REYN D 0.74%
SMLL Underweight 27 Positions Relative to FDHT
Symbol Grade Weight
ISRG A -4.78%
VEEV C -4.6%
DXCM D -4.59%
PODD C -4.46%
RMD C -4.09%
HIMS B -3.57%
MASI A -3.53%
MMS F -2.5%
IRTC D -2.44%
INSP D -2.4%
CRVL A -2.34%
AXNX C -2.25%
CTSH B -2.12%
PINC B -2.11%
RCM F -2.07%
OMCL C -1.98%
TDOC C -1.97%
CI F -1.85%
IQV D -1.69%
ASTH D -1.6%
PHR F -1.41%
TNDM F -1.41%
HCAT D -1.29%
AXGN D -1.14%
EVH F -0.93%
ACCD D -0.85%
GDRX F -0.73%
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