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Fund comparison · from official SEC filings

INFO vs MMTM: how much do they overlap?

Harbor PanAgora Dynamic Large Cap Core ETF and State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF

Fund A

vs

Fund B

Holdings overlap

53%

of assets, by weight

Shared positions

122

of 130 / 1,473 holdings

INFO expense ratio

0.35%

net, per year

MMTM expense ratio

0.12%

net, per year

INFO and MMTM are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

INFO

MMTM

N

NVDANVIDIA CORP

8.17%

12.19%

G

GOOGLALPHABET INC-CL A

7.30%

4.54%

A

AAPLAPPLE INC

7.10%

5.82%

M

MSFTMICROSOFT CORP

4.79%

5.20%

A

AVGOBROADCOM INC

3.67%

4.46%

A

AMZNAMAZON.COM INC

3.59%

1.50%

M

METAMETA PLATFORMS INC-CLASS A

2.45%

0.72%

J

JPMJPMORGAN CHASE & CO

0.61%

1.76%

L

LLYELI LILLY & CO

1.62%

1.74%

T

TSLATESLA INC

1.27%

1.46%

J

JNJJOHNSON & JOHNSON

1.24%

1.41%

C

COSTCOSTCO WHOLESALE CORP

1.34%

0.11%

E

EXMOCEXXON MOBIL CORP

0.71%

1.22%

M

MUMICRON TECHNOLOGY INC

1.10%

1.22%

A

ABBVABBVIE INC

1.16%

0.85%

P

PMPHILIP MORRIS INTERNATIONAL

1.15%

0.57%

G

GEGENERAL ELECTRIC

1.11%

0.76%

L

LRCXLAM RESEARCH CORP

1.11%

0.85%

W

WMTWALMART INC

1.10%

0.76%

P

PLTRPALANTIR TECHNOLOGIES INC-A

0.49%

1.07%

A

AMDADVANCED MICRO DEVICES

0.67%

1.06%

C

CATCATERPILLAR INC

0.27%

1.00%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

0.71%

0.94%

J

JCIJOHNSON CONTROLS INTERNATION

0.94%

0.24%

S

STTSTATE STREET CORP

0.92%

0.08%

Only in INFO

H

HEIHEICO CORP

0.65%

Z

ZMZOOM COMMUNICATIONS INC

0.54%

B

BPOPPOPULAR INC

0.41%

R

RNGRINGCENTRAL INC-CLASS A

0.38%

V

VRTVERTIV HOLDINGS CO-A

0.22%

P

PRMBPRIMO BRANDS CORP

0.19%

A

AXSAXIS CAPITAL HOLDINGS LTD

0.15%

V

VGNTVERSIGENT PLC

0.00%

Only in MMTM

G

GOOGALPHABET INC-CL C

3.42%

C

CSCOCISCO SYSTEMS INC

0.68%

I

INTCINTEL CORP

0.66%

G

GSGOLDMAN SACHS GROUP INC

0.61%

K

KLACKLA CORP

0.59%

M

MSMORGAN STANLEY

0.47%

I

IBMINTL BUSINESS MACHINES CORP

0.47%

K

KOCOCA-COLA CO/THE

0.41%

T

TJXTJX COMPANIES INC

0.40%

A

AMGNAMGEN INC

0.39%

O

ORCLORACLE CORP

0.39%

M

MRKMERCK & CO. INC.

0.37%

S

SCHWSCHWAB (CHARLES) CORP

0.35%

A

APPAPPLOVIN CORP-CLASS A

0.35%

B

BABOEING CO/THE

0.35%

G

GLWCORNING INC

0.34%

W

WELLWELLTOWER INC

0.33%

U

UBERUBER TECHNOLOGIES INC

0.30%

S

SNDKSANDISK CORP

0.30%

W

WDCWESTERN DIGITAL CORP

0.29%

H

HWMHOWMET AEROSPACE INC

0.28%

S

STXSEAGATE TECHNOLOGY HOLDINGS

0.27%

M

MCDMCDONALD'S CORP

0.27%

V

VZVERIZON COMMUNICATIONS INC

0.26%

T

TAT&T INC

0.25%

Hold INFO and MMTM together? See your combined true holdings, overlap, and blended fees — free, no signup.

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.