SUSA vs. WINN ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to Harbor Long-Term Growers ETF (WINN)

SUSA

iShares MSCI USA ESG Select ETF

SUSA Description

iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$124.71

Average Daily Volume

60,399

Number of Holdings ^*

175

* may have additional holdings in another (foreign) market

WINN

Harbor Long-Term Growers ETF

WINN Description

Harbor Long-Term Growers ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Jennison Associates LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth stocks of companies operating across diversified market capitalizations. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor ETF Trust - Harbor Long-Term Growers ETF was formed on February 2, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$26.88

Average Daily Volume

105,254

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SUSA	WINN
30 Days	4.04%	3.78%
60 Days	4.55%	5.25%
90 Days	6.30%	6.37%
12 Months	32.95%	35.84%

35 Overlapping Holdings

Symbol	Grade	Weight in SUSA	Weight in WINN	Overlap
AAPL	C	4.77%	8.01%	4.77%
ADBE	C	1.02%	0.22%	0.22%
AMD	F	0.55%	0.87%	0.55%
AMGN	D	0.66%	0.83%	0.66%
AMT	D	0.36%	0.5%	0.36%
ANET	C	0.31%	0.25%	0.25%
AVGO	D	1.56%	3.6%	1.56%
CDNS	B	0.71%	0.38%	0.38%
COST	B	0.57%	2.39%	0.57%
CRM	B	1.18%	0.27%	0.27%
DIS	B	0.62%	1.12%	0.62%
DXCM	D	0.1%	0.24%	0.1%
GE	D	0.59%	1.04%	0.59%
GOOGL	C	2.0%	3.77%	2.0%
HD	A	1.68%	0.31%	0.31%
HUBS	A	0.19%	0.22%	0.19%
LLY	F	1.31%	2.62%	1.31%
LRCX	F	0.46%	0.22%	0.22%
MA	C	0.95%	1.44%	0.95%
MCO	B	0.54%	1.01%	0.54%
MDB	C	0.13%	0.68%	0.13%
MELI	D	0.19%	1.74%	0.19%
MRK	F	0.51%	0.59%	0.51%
MRVL	B	0.19%	0.29%	0.19%
MSFT	F	4.66%	9.27%	4.66%
NFLX	A	0.49%	4.48%	0.49%
NOW	A	0.91%	0.26%	0.26%
NVDA	C	5.47%	12.02%	5.47%
PANW	C	0.31%	0.3%	0.3%
PGR	A	0.69%	0.26%	0.26%
SNOW	C	0.09%	0.24%	0.09%
SNPS	B	0.29%	1.03%	0.29%
TSLA	B	1.8%	2.33%	1.8%
V	A	0.99%	1.3%	0.99%
VRTX	F	0.35%	0.83%	0.35%

SUSA Overweight 140 Positions Relative to WINN

Symbol	Grade	Weight
GOOG	C	1.91%
KO	D	1.62%
OKE	A	1.53%
TT	A	1.5%
K	A	1.38%
ECL	D	1.3%
ADP	B	1.29%
TXN	C	1.28%
CRH	A	1.19%
GILD	C	1.14%
MS	A	1.12%
INTU	C	1.06%
AXP	A	1.02%
PNR	A	0.92%
LNG	B	0.85%
ADSK	A	0.84%
PEP	F	0.81%
AMAT	F	0.81%
ZTS	D	0.8%
PRU	A	0.8%
GWW	B	0.78%
TRGP	B	0.78%
EXPD	D	0.77%
MMM	D	0.77%
IBM	C	0.76%
DECK	A	0.74%
GIS	D	0.74%
CSCO	B	0.73%
LOW	D	0.72%
EA	A	0.72%
ACN	C	0.67%
CMI	A	0.67%
BK	A	0.67%
HPE	B	0.65%
FERG	B	0.63%
DHR	F	0.6%
SPGI	C	0.59%
EQIX	A	0.58%
CCI	D	0.58%
CLX	B	0.58%
CHRW	C	0.57%
BR	A	0.54%
ELV	F	0.52%
XYL	D	0.51%
WDAY	B	0.51%
BKR	B	0.51%
VZ	C	0.5%
LKQ	D	0.49%
AXON	A	0.48%
VLTO	D	0.47%
PG	A	0.46%
TRV	B	0.45%
DGX	A	0.45%
BG	F	0.45%
NXPI	D	0.44%
IDXX	F	0.44%
LII	A	0.44%
WSM	B	0.42%
CBRE	B	0.42%
KMB	D	0.41%
HBAN	A	0.41%
WAT	B	0.4%
ES	D	0.4%
INTC	D	0.39%
BBY	D	0.39%
GDDY	A	0.39%
BKNG	A	0.38%
A	D	0.37%
EW	C	0.34%
SLB	C	0.34%
KEYS	A	0.34%
TWLO	A	0.31%
JCI	C	0.3%
QCOM	F	0.29%
WELL	A	0.29%
MMC	B	0.29%
PNC	B	0.29%
VLO	C	0.28%
STE	F	0.28%
DVA	B	0.27%
ED	D	0.27%
TGT	F	0.27%
FIS	C	0.27%
NDAQ	A	0.26%
MU	D	0.26%
TSCO	D	0.25%
TRMB	B	0.25%
ANSS	B	0.24%
WST	C	0.23%
ACGL	D	0.23%
HCA	F	0.23%
ZBH	C	0.22%
CHD	B	0.22%
HPQ	B	0.21%
CARR	D	0.21%
IRM	D	0.21%
TEAM	A	0.2%
COO	D	0.2%
KR	B	0.2%
HOLX	D	0.19%
SYF	B	0.19%
LH	C	0.18%
NEM	D	0.18%
MOH	F	0.18%
NTRS	A	0.18%
CNH	C	0.17%
FDS	B	0.16%
IFF	D	0.15%
BALL	D	0.14%
RCL	A	0.14%
ALNY	D	0.14%
STT	A	0.13%
CAT	B	0.13%
FSLR	F	0.13%
KDP	D	0.13%
PTC	A	0.13%
MTD	D	0.12%
PWR	A	0.12%
MKC	D	0.12%
TFC	A	0.11%
SOLV	C	0.11%
IPG	D	0.11%
LULU	C	0.11%
NI	A	0.11%
FBIN	D	0.11%
NUE	C	0.11%
OC	A	0.11%
APTV	D	0.1%
WDC	D	0.1%
STX	D	0.1%
IT	C	0.1%
RIVN	F	0.09%
LIN	D	0.09%
PPG	F	0.09%
REGN	F	0.08%
BIIB	F	0.08%
AVTR	F	0.08%
HUM	C	0.08%
KHC	F	0.08%
AKAM	D	0.08%

SUSA Underweight 29 Positions Relative to WINN

Symbol	Grade	Weight
AMZN	C	-8.7%
META	D	-5.23%
TTD	B	-1.7%
APO	B	-1.26%
NVO	D	-1.2%
UBER	D	-1.08%
CRWD	B	-1.07%
ABNB	C	-1.06%
ORLY	B	-1.05%
BA	F	-1.05%
UNH	C	-0.98%
FICO	B	-0.98%
BMY	B	-0.84%
TJX	A	-0.75%
ETN	A	-0.7%
VRT	B	-0.65%
SNY	F	-0.6%
ISRG	A	-0.58%
WMT	A	-0.54%
JPM	A	-0.54%
NU	C	-0.47%
MCHP	D	-0.41%
MAR	B	-0.38%
DDOG	A	-0.31%
HLT	A	-0.31%
AZN	D	-0.29%
GS	A	-0.26%
ASML	F	-0.2%
ADI	D	-0.19%