SMLL vs. KONG ETF Comparison
Comparison of Harbor ETF Trust Harbor Active Small Cap ETF (SMLL) to Formidable Fortress ETF (KONG)
SMLL
Harbor ETF Trust 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
$20.25
Average Daily Volume
15,176
10
KONG
Formidable Fortress ETF
KONG Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks, related depository receipts, real estate investment trusts (REITs), and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks of large- and mid-cap companies (the "Investable Universe"). The fund's derivative investments may include, among other instruments: (i) options; (ii) volatility-linked ETFs; and (iii) volatility-linked exchange-traded notes (ETNs). It is non-diversified.Grade (RS Rating)
Last Trade
$29.03
Average Daily Volume
1,749
32
Performance
| Period | SMLL | KONG |
|---|---|---|
| 30 Days | 2.95% | 1.34% |
| 60 Days | 5.24% | |
| 90 Days | 7.87% | |
| 12 Months | 17.03% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SMLL | Weight in KONG | Overlap | |
|---|---|---|---|---|---|
| RS | D | 3.53% | 3.0% | 3.0% |
SMLL Underweight 31 Positions Relative to KONG
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | B | -5.55% | |
| MKTX | C | -3.77% | |
| ADM | D | -3.61% | |
| FFIV | B | -3.5% | |
| SPGI | C | -3.47% | |
| GLPI | A | -3.4% | |
| DOX | B | -3.31% | |
| FAST | B | -3.29% | |
| META | A | -3.25% | |
| NVDA | C | -3.24% | |
| CHE | C | -3.23% | |
| IBKR | A | -3.22% | |
| GOOG | B | -3.22% | |
| JNJ | D | -3.19% | |
| GGG | B | -3.17% | |
| SNA | A | -3.16% | |
| JKHY | A | -3.13% | |
| ERIE | A | -3.03% | |
| EME | C | -3.02% | |
| REGN | D | -3.0% | |
| ADBE | F | -2.98% | |
| MNST | D | -2.95% | |
| MSFT | D | -2.89% | |
| VRTX | D | -2.79% | |
| WST | D | -2.72% | |
| GNTX | D | -2.66% | |
| PSA | C | -2.59% | |
| CTRA | D | -2.36% | |
| CTSH | B | -2.35% | |
| ADP | A | -2.29% | |
| UTHR | C | -2.28% |
SMLL: Top Represented Industries & Keywords
KONG: Top Represented Industries & Keywords
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