WINN vs. EFIV ETF Comparison

Comparison of Harbor Long-Term Growers ETF (WINN) to SPDR S&P 500 ESG ETF (EFIV)

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

$25.62

Average Daily Volume

88,123

Number of Holdings ^*

* may have additional holdings in another (foreign) market

EFIV

SPDR S&P 500 ESG ETF

EFIV Description

• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$55.35

Average Daily Volume

126,970

Number of Holdings ^*

316

* may have additional holdings in another (foreign) market

Performance

Period	WINN	EFIV
30 Days	1.47%	1.58%
60 Days	3.26%	2.96%
90 Days	1.55%	4.08%
12 Months	40.40%	29.90%

32 Overlapping Holdings

Symbol	Grade	Weight in WINN	Weight in EFIV	Overlap
AAPL	C	8.58%	9.5%	8.58%
ADBE	F	0.28%	0.78%	0.28%
AMD	D	0.64%	0.72%	0.64%
AMGN	B	1.05%	0.52%	0.52%
AMT	C	0.66%	0.33%	0.33%
BMY	C	0.78%	0.29%	0.29%
CMG	C	0.22%	0.23%	0.22%
COST	B	2.56%	1.2%	1.2%
CRM	D	0.53%	0.73%	0.53%
DIS	D	0.96%	0.48%	0.48%
ETN	C	1.05%	0.36%	0.36%
GE	B	0.75%	0.55%	0.55%
GOOGL	D	2.85%	2.69%	2.69%
GS	C	0.25%	0.45%	0.25%
HD	B	0.32%	1.1%	0.32%
HLT	B	1.12%	0.16%	0.16%
JPM	D	0.33%	1.75%	0.33%
LLY	C	3.52%	2.21%	2.21%
LRCX	F	0.58%	0.29%	0.29%
MA	B	1.91%	1.2%	1.2%
MAR	C	0.34%	0.17%	0.17%
MCO	B	0.49%	0.22%	0.22%
MRK	D	0.78%	0.86%	0.78%
MSFT	C	10.57%	9.39%	9.39%
NVDA	D	9.74%	8.67%	8.67%
REGN	C	1.1%	0.37%	0.37%
TJX	B	0.45%	0.39%	0.39%
TSLA	C	2.04%	1.89%	1.89%
UBER	C	1.2%	0.42%	0.42%
UNH	C	0.83%	1.6%	0.83%
V	C	2.1%	1.33%	1.33%
WMT	C	0.26%	1.01%	0.26%

WINN Overweight 34 Positions Relative to EFIV

Symbol	Grade	Weight
AMZN	C	8.08%
META	B	5.18%
NFLX	B	4.34%
AVGO	C	3.16%
MELI	B	2.04%
NVO	C	1.66%
TTD	B	1.32%
BA	F	1.31%
ABNB	D	1.01%
VRTX	D	0.96%
APO	C	0.93%
SNY	B	0.82%
SNPS	D	0.78%
MDB	D	0.77%
CDNS	D	0.74%
ORLY	C	0.69%
CRWD	D	0.63%
MCHP	F	0.52%
AZN	D	0.41%
FICO	B	0.37%
ISRG	B	0.33%
BX	B	0.33%
NOW	B	0.29%
NU	B	0.29%
PANW	D	0.29%
PGR	B	0.28%
DDOG	D	0.27%
ASML	F	0.25%
DXCM	F	0.25%
ANET	B	0.24%
MRVL	C	0.24%
SNOW	F	0.23%
ADI	C	0.22%
HUBS	D	0.17%

WINN Underweight 284 Positions Relative to EFIV

Symbol	Grade	Weight
GOOG	D	-2.25%
XOM	C	-1.48%
PG	C	-1.21%
ABBV	C	-1.01%
KO	C	-0.82%
BAC	D	-0.78%
PEP	C	-0.72%
CVX	D	-0.71%
LIN	B	-0.66%
ACN	C	-0.65%
MCD	B	-0.62%
ABT	C	-0.6%
CSCO	C	-0.59%
QCOM	D	-0.55%
DHR	B	-0.53%
NEE	C	-0.51%
PFE	C	-0.49%
SPGI	B	-0.49%
CAT	B	-0.49%
CMCSA	D	-0.46%
T	C	-0.46%
UNP	C	-0.45%
AMAT	D	-0.45%
LOW	B	-0.43%
AXP	B	-0.43%
ELV	C	-0.38%
SYK	C	-0.37%
BLK	B	-0.37%
PLD	C	-0.36%
MS	D	-0.36%
BSX	B	-0.36%
CB	B	-0.35%
MDT	C	-0.35%
MMC	C	-0.34%
ADP	B	-0.34%
SBUX	C	-0.33%
C	C	-0.32%
GILD	B	-0.31%
TMUS	C	-0.31%
DE	B	-0.3%
CI	C	-0.3%
MU	F	-0.29%
KLAC	D	-0.29%
MDLZ	B	-0.29%
UPS	D	-0.28%
NKE	D	-0.28%
SCHW	D	-0.27%
ICE	C	-0.27%
CL	D	-0.26%
ZTS	C	-0.26%
SHW	B	-0.26%
EQIX	C	-0.25%
TT	B	-0.24%
INTC	F	-0.24%
WM	D	-0.23%
WELL	C	-0.23%
CME	C	-0.23%
PYPL	B	-0.22%
PH	B	-0.22%
AON	B	-0.22%
PNC	B	-0.21%
CTAS	B	-0.21%
CVS	D	-0.21%
ITW	C	-0.2%
BDX	D	-0.2%
USB	B	-0.2%
TGT	C	-0.2%
CARR	B	-0.19%
ECL	B	-0.19%
AJG	D	-0.19%
CSX	D	-0.19%
FCX	D	-0.18%
NEM	B	-0.18%
APD	B	-0.18%
DHI	B	-0.17%
AFL	C	-0.17%
MPC	F	-0.17%
SLB	F	-0.17%
PSA	B	-0.17%
NSC	C	-0.17%
EMR	D	-0.17%
COF	B	-0.16%
GM	C	-0.16%
OKE	B	-0.16%
TRV	C	-0.16%
PSX	F	-0.16%
WMB	B	-0.16%
ADSK	C	-0.16%
TFC	C	-0.16%
PCAR	D	-0.15%
ROST	C	-0.15%
SRE	C	-0.15%
BK	B	-0.15%
DLR	B	-0.15%
MET	B	-0.14%
FIS	B	-0.14%
JCI	B	-0.14%
URI	B	-0.14%
AIG	D	-0.14%
ALL	B	-0.14%
PAYX	C	-0.13%
AMP	A	-0.13%
TEL	D	-0.13%
GWW	B	-0.13%
MSCI	C	-0.13%
VLO	F	-0.13%
PWR	B	-0.12%
HUM	F	-0.12%
RCL	B	-0.12%
CNC	D	-0.12%
A	C	-0.12%
EXC	C	-0.12%
KMI	B	-0.12%
CMI	C	-0.12%
EW	F	-0.12%
IDXX	C	-0.12%
GIS	B	-0.12%
PRU	C	-0.12%
ACGL	C	-0.12%
PEG	B	-0.12%
RSG	D	-0.12%
ED	C	-0.11%
CBRE	A	-0.11%
IR	C	-0.11%
RMD	C	-0.11%
KR	C	-0.11%
OTIS	C	-0.11%
EXR	B	-0.11%
YUM	D	-0.11%
SYY	D	-0.11%
AME	C	-0.11%
KDP	B	-0.11%
VRSK	D	-0.11%
CTVA	B	-0.11%
EIX	C	-0.1%
EBAY	B	-0.1%
TRGP	B	-0.1%
AVB	B	-0.1%
BKR	C	-0.1%
IRM	C	-0.1%
OXY	F	-0.1%
HIG	B	-0.1%
HES	F	-0.1%
DOW	D	-0.1%
EA	D	-0.1%
BIIB	F	-0.09%
PPG	D	-0.09%
HSY	C	-0.09%
WTW	C	-0.09%
WAB	B	-0.09%
ON	D	-0.09%
TSCO	C	-0.09%
NDAQ	A	-0.09%
ROK	D	-0.09%
LULU	D	-0.09%
FANG	D	-0.09%
ADM	D	-0.09%
MTD	D	-0.09%
CSGP	D	-0.09%
XYL	C	-0.09%
DFS	B	-0.09%
FTV	C	-0.08%
SBAC	C	-0.08%
DOV	B	-0.08%
VTR	C	-0.08%
IFF	B	-0.08%
ETR	B	-0.08%
EQR	B	-0.08%
AXON	B	-0.08%
CAH	C	-0.08%
MTB	B	-0.08%
FITB	B	-0.08%
KHC	C	-0.08%
PHM	B	-0.08%
GPN	D	-0.08%
DAL	C	-0.08%
AWK	B	-0.08%
HPQ	D	-0.08%
CPAY	B	-0.07%
WY	C	-0.07%
SW	B	-0.07%
MRNA	F	-0.07%
TROW	D	-0.07%
ES	C	-0.07%
TTWO	C	-0.07%
LYB	D	-0.07%
DECK	C	-0.07%
STT	A	-0.07%
HAL	F	-0.07%
BR	D	-0.07%
DVN	F	-0.07%
WAT	C	-0.06%
SYF	C	-0.06%
HOLX	B	-0.06%
BBY	C	-0.06%
ARE	C	-0.06%
GPC	D	-0.06%
OMC	B	-0.06%
EL	F	-0.06%
EQT	D	-0.06%
BAX	C	-0.06%
RF	B	-0.06%
BALL	C	-0.06%
WDC	D	-0.06%
HBAN	B	-0.06%
MKC	C	-0.06%
HUBB	B	-0.06%
K	B	-0.06%
ZBH	F	-0.06%
RJF	C	-0.06%
HPE	D	-0.06%
CBOE	C	-0.06%
AMCR	B	-0.05%
KIM	C	-0.05%
DOC	C	-0.05%
DGX	B	-0.05%
EG	C	-0.05%
CCL	C	-0.05%
EXPE	C	-0.05%
AVY	C	-0.05%
FDS	C	-0.05%
MAS	B	-0.05%
TSN	C	-0.05%
PFG	B	-0.05%
NTRS	A	-0.05%
ULTA	D	-0.05%
CFG	C	-0.05%
APTV	D	-0.05%
KMX	D	-0.04%
HST	C	-0.04%
ALLE	B	-0.04%
SJM	C	-0.04%
REG	C	-0.04%
JKHY	B	-0.04%
JBHT	D	-0.04%
POOL	C	-0.04%
UDR	C	-0.04%
CF	C	-0.04%
LVS	D	-0.04%
AKAM	D	-0.04%
IEX	D	-0.04%
SWK	B	-0.04%
KEY	B	-0.04%
CAG	C	-0.04%
PNR	B	-0.04%
FRT	C	-0.03%
GL	C	-0.03%
HAS	B	-0.03%
DAY	D	-0.03%
HRL	C	-0.03%
LW	D	-0.03%
TPR	C	-0.03%
MGM	F	-0.03%
NWSA	D	-0.03%
CPB	C	-0.03%
CRL	F	-0.03%
TAP	D	-0.03%
AIZ	B	-0.03%
MKTX	C	-0.03%
ALB	D	-0.03%
LKQ	F	-0.03%
INCY	C	-0.03%
TFX	C	-0.03%
BXP	B	-0.03%
IPG	C	-0.03%
CHRW	B	-0.03%
BEN	F	-0.02%
BBWI	F	-0.02%
ETSY	F	-0.02%
WBA	F	-0.02%
BIO	C	-0.02%
AAL	D	-0.02%
IVZ	B	-0.02%
WYNN	D	-0.02%
RL	C	-0.02%
BWA	D	-0.02%
MHK	C	-0.02%
FMC	C	-0.02%
CZR	C	-0.02%
NCLH	C	-0.02%
MOS	F	-0.02%
DVA	B	-0.02%
NWS	D	-0.01%
PARA	F	-0.01%