4 min readBy Ron Koren ETF Insider
DUST VS GDXJ: Capitalization & Strategy
DUST and GDXJ are distinct players in the realm of gold-focused ETFs, each catering to a unique niche within the market. ETF Insider empowers investors.
The HAPI ETF is managed by Harbor Capital Advisors, Inc. The ETF seeks to track the performance of the Solactive GBS United States 500 Index, which consists of approximately 150 U.S. companies identified by Irrational Capital LLC for their strong corporate culture. Utilizing an indexing investment approach, HAPI aims to replicate the index's performance before fees and expenses by investing in a diversified portfolio of securities.
While the HAPI ETF (HAPI) primarily focuses on tracking the performance of the Solactive GBS United States 500 Index, its dividend distribution mirrors the dividend policies of the underlying companies within the index.
HAPI Tracking entails mirroring the performance of the Solactive GBS United States 500 Index, which seeks to capture the top 500 U.S. companies by market capitalization. The ETF employs an indexing investment strategy, aiming to replicate the index's performance before fees and expenses. HAPI invests at least 80% of its total assets in securities included in the Index, which consists of companies selected based on strong corporate culture as determined by Irrational Capital LLC's proprietary scoring methodology. By utilizing sector ETFs and other investment techniques, HAPI ensures alignment with the index's composition and weights. Investors seeking exposure to leading U.S. companies with strong corporate cultures may find HAPI Tracking an appealing option.
The correlation aspect of the HAPI ETF plays a significant role in understanding its behavior within the US equity market. As the HAPI ETF tracks a portfolio of approximately 150 US companies identified for their strong corporate culture, its correlation may reflect not just market movements but also shifts in sentiment towards companies with notable cultural attributes. ETF Insider provides a comprehensive tool for analyzing correlations of ETFs like HAPI, allowing investors to gain deeper insights into how cultural factors influence market dynamics and portfolio performance, thus aiding in strategic decision-making. Through its visualization tool, ETF Insider showcases correlations, helping investors identify overlaps and diversification opportunities within their portfolios.
The HAPIFund primarily invests in securities from the information technology sector. With a focus on companies believed to possess strong corporate culture based on proprietary scoring methodologies, the ETF aims to capture the performance of approximately 150 U.S. companies identified for their cultural strengths. The index constituents are weighted based on float-adjusted market capitalizations, with the ETF maintaining sector neutrality compared to the broader index universe. While the Fund may concentrate its investments in specific sectors, it seeks to replicate the index's performance closely through a replication strategy, occasionally adjusting holdings based on market conditions and index reconstitution.
The HAPI ETF (Human Asset Productivity Index) is uniquely positioned to capture the performance of companies renowned for their robust corporate cultures, as identified by Irrational Capital LLC. With a focus on approximately 150 U.S. companies exhibiting strong corporate cultures, HAPI offers investors exposure to firms that prioritize employee engagement, trust, diversity, and fairness in compensation. These companies are selected based on Human Capital Factor scores, calculated through Irrational Capital's proprietary methodology, blending insights from behavioral science and data analytics. Investors in HAPI gain access to a diversified portfolio that emphasizes the significance of human capital in driving financial performance, offering a distinctive angle within the broader U.S. equity market.
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4 min readDUST and GDXJ are distinct players in the realm of gold-focused ETFs, each catering to a unique niche within the market. ETF Insider empowers investors.
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