XSHD vs. HAPY ETF Comparison

Comparison of PowerShares S&P SmallCap High Dividend Low Volatility Portfolio (XSHD) to Harbor Corporate Culture Leaders ETF (HAPY)
XSHD

PowerShares S&P SmallCap High Dividend Low Volatility Portfolio

XSHD Description

The PowerShares S&P SmallCap High Dividend Low Volatility Portfolio is based on the S&P SmallCap 600 Low Volatility High Dividend Index. The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index is composed of 60 securities in the S&P SmallCap 600 Index that have historically provided high dividend yields with lower volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. The Fund and the Index are rebalanced and reconstituted semi-annually on the last business day in January and July.

Grade (RS Rating)

Last Trade

$14.99

Average Daily Volume

44,631

Number of Holdings *

51

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

Harbor Corporate Culture Leaders ETF

HAPY Description Harbor Corporate Culture Leaders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. 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 and value stocks of large-cap companies. It seeks to track the performance of the Human Capital Factor Unconstrained Index, by using full replication technique. Harbor Corporate Culture Leaders ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$23.50

Average Daily Volume

113

Number of Holdings *

75

* may have additional holdings in another (foreign) market
Performance
Period XSHD HAPY
30 Days -3.27% 1.38%
60 Days -1.56% 7.07%
90 Days 6.18% 6.89%
12 Months 10.30% 33.45%
1 Overlapping Holdings
Symbol Grade Weight in XSHD Weight in HAPY Overlap
CABO F 1.18% 1.16% 1.16%
XSHD Overweight 50 Positions Relative to HAPY
Symbol Grade Weight
BXMT C 3.58%
KREF C 3.51%
VGR B 3.28%
KW B 3.25%
EFC D 3.23%
GNL D 3.13%
HIW C 3.03%
DEA D 2.98%
ARI F 2.82%
CCOI B 2.76%
RC F 2.75%
CWEN C 2.62%
CVI F 2.38%
UVV D 2.36%
ETD C 2.02%
NWN C 1.9%
AVA D 1.87%
FDP C 1.81%
SPTN B 1.8%
BLMN F 1.58%
PINC F 1.56%
DLX F 1.51%
MOV F 1.48%
ENR B 1.42%
MYE F 1.37%
NOG F 1.35%
TRN C 1.34%
PDCO F 1.3%
KMT C 1.28%
CALM B 1.18%
RHI D 1.16%
ASIX A 1.15%
SXC F 1.13%
MATW F 1.12%
UTL C 1.11%
HNI B 1.08%
CSGS C 1.06%
AROC B 1.04%
SJW D 0.98%
MSEX C 0.86%
MGEE C 0.85%
AWR A 0.84%
CPK C 0.83%
SEE C 0.83%
CRC B 0.8%
IPAR D 0.79%
CWT D 0.79%
SCHL F 0.78%
SXT C 0.77%
NHC D 0.75%
XSHD Underweight 74 Positions Relative to HAPY
Symbol Grade Weight
IOT C -1.55%
DAL C -1.54%
CIEN A -1.51%
GWRE A -1.5%
PHM A -1.47%
DE A -1.46%
BKNG C -1.45%
SMAR A -1.45%
FDS C -1.44%
SLAB D -1.44%
INTC D -1.43%
LAMR C -1.43%
MDB F -1.43%
ACGL A -1.41%
NOW C -1.41%
AMD D -1.41%
PNFP D -1.4%
SSB C -1.4%
NSA C -1.4%
CMI B -1.39%
DBX B -1.39%
TRV C -1.39%
DAY B -1.39%
GEHC C -1.38%
EVR C -1.37%
ADSK B -1.37%
PCOR D -1.37%
ALLE A -1.37%
TRMB B -1.37%
LULU D -1.36%
EXR C -1.36%
EXC A -1.35%
STLD B -1.35%
S C -1.34%
MA A -1.33%
NDAQ C -1.33%
ETSY F -1.33%
GGG B -1.33%
DLB D -1.33%
CPT C -1.32%
CFR D -1.32%
MMS B -1.31%
TXN C -1.31%
TER C -1.31%
AEE A -1.31%
CME A -1.31%
RLI A -1.3%
LHX A -1.3%
EWBC D -1.3%
SYF B -1.3%
DOC C -1.3%
GOOGL B -1.28%
CMC D -1.28%
PLD D -1.28%
AAPL C -1.28%
SO A -1.28%
LMT A -1.28%
MSFT D -1.28%
NVDA C -1.28%
MRK F -1.27%
SPSC D -1.27%
CBOE A -1.27%
CL D -1.27%
CDNS D -1.26%
MSCI B -1.26%
JNPR B -1.25%
INTU F -1.25%
COP D -1.24%
ADBE F -1.21%
DV F -1.2%
SRPT F -1.18%
OXY F -1.15%
RIG F -1.13%
PSTG F -1.04%
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