LSEQ vs SHRY
Comparison between HARBOR LONG-SHORT EQUITY ETF (LSEQ, ETF) and FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF).
LSEQ vs SHRY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LSEQ
$15M
SHRY
$15M
Expense Ratio
LSEQ
2.28%
Winner
SHRY
0.60%
Max Drawdown
Winner
LSEQ
8.35%
SHRY
36.67%
Sharpe Ratio
Winner
LSEQ
1.57
SHRY
0.04
5Y Beta
Winner
LSEQ
0.22
SHRY
0.59
P/E Ratio
Winner
LSEQ
7.12
SHRY
13.79
Forward P/E
LSEQ
17.19
Winner
SHRY
11.37
PEG Ratio
LSEQ
N/A
SHRY
0.27
5Y Dividends CAGR
LSEQ
N/A
SHRY
11.17%
5Y EPS CAGR
Winner
LSEQ
16.65%
SHRY
13.78%
Debt to Equity
LSEQ
288.07%
Winner
SHRY
75.64%
LSEQ vs SHRY - Holdings Comparison
LSEQ and SHRY have 9 common holdings. Overlap is -0.91%
LSEQ's top 25 holdings weight is 83.93%. SHRY's top 25 holdings weight is 74.97%.
| Rank | LSEQ | SHRY |
|---|---|---|
| #1 | US DOLLAR (n/a) - 43.28% | FOX CORP CLASS A (FOXA) - 5.78% |
| #2 | n/a (WBD) - 3.55% | METLIFE INC (MET) - 5.33% |
| #3 | FREEPORT-MCMORAN INC (FCX) - 2.32% | QUALCOMM INC (QCOM) - 4.20% |
| #4 | UNITY SOFTWARE INC ORDINARY SHARES (U) - 2.18% | PAYPAL HOLDINGS INC (PYPL) - 4.14% |
| #5 | NEWMONT CORP (NEM) - 2.06% | FISERV INC (FISV) - 4.08% |
| #6 | ANGLOGOLD ASHANTI PLC (AU) - 1.99% | COMCAST CORP CLASS A (CMCSA) - 4.06% |
| #7 | IRIDIUM COMMUNICATIONS INC (IRDM) - 1.78% | D.R. HORTON INC (DHI) - 3.96% |
| #8 | GAP INC (GAP) - 1.76% | AMERIPRISE FINANCIAL INC (AMP) - 3.51% |
| #9 | n/a (DELL) - 1.70% | ADOBE INC (ADBE) - 3.26% |
| #10 | ALCOA CORP (AA) - 1.68% | ALTRIA GROUP INC (MO) - 2.94% |
| #11 | SCHNEIDER NATIONAL INC (SNDR) - 1.62% | THE KROGER CO (KR) - 2.90% |
| #12 | ALMONTY INDUSTRIES INC (n/a) - 1.60% | SLB LTD (SLB) - 2.77% |
| #13 | SOUTHERN COPPER CORP (SCCO) - 1.58% | AFLAC INC (AFL) - 2.75% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.56% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.72% |
| #15 | CASEY'S GENERAL STORES INC (CASY) - 1.55% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.51% |
| #16 | DEVON ENERGY CORP (DVN) - 1.50% | BOOKING HOLDINGS INC (BKNG) - 2.30% |
| #17 | TECHNIPFMC PLC (n/a) - 1.45% | ALLSTATE CORP (ALL) - 2.27% |
| #18 | VALERO ENERGY CORP (VLO) - 1.44% | VALERO ENERGY CORP (VLO) - 2.24% |
| #19 | US FOODS HOLDING CORP (USFD) - 1.42% | CONOCOPHILLIPS (COP) - 2.18% |
| #20 | AVINO SILVER & GOLD MINES LTD (ASM) - 1.39% | HCA HEALTHCARE INC (HCA) - 2.03% |
| #21 | n/a (TXG) - 1.37% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.98% |
| #22 | AMERICAS GOLD AND SILVER CORP (n/a) - 1.32% | COLGATE-PALMOLIVE CO (CL) - 1.93% |
| #23 | WALMART INC (WMT) - 1.30% | PHILLIPS 66 (PSX) - 1.79% |
| #24 | ILLUMINA INC (ILMN) - 1.27% | CHENIERE ENERGY INC (LNG) - 1.72% |
| #25 | VIKING HOLDINGS LTD (VIK) - 1.26% | PROCTER & GAMBLE CO (PG) - 1.62% |
| Total Holdings | 169 | 51 |
LSEQ vs SHRY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LSEQ
+3.41%
SHRY
-3.43%
3M
Winner
LSEQ
+11.64%
SHRY
-1.26%
6M
Winner
LSEQ
+28.08%
SHRY
+1.16%
1Y
Winner
LSEQ
+30.03%
SHRY
+3.87%
5Y(CAGR)
LSEQ
N/A
SHRY
+7.99%
10Y(CAGR)
LSEQ
N/A
SHRY
+10.47%
Max(CAGR)
Winner
LSEQ
+16.90%
SHRY
+10.47%
LSEQ vs SHRY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | LSEQ | SHRY |
|---|---|---|
| 2026 | +27.15% | +0.88% |
| 2025 | +3.52% | +7.21% |
| 2024 | +13.99% | +17.84% |
| 2023 | -1.20% | +17.52% |
| 2022 | N/A | -14.18% |
| 2021 | N/A | +31.62% |
| 2020 | N/A | +11.50% |
| 2019 | N/A | +30.14% |
| 2018 | N/A | -9.35% |
| 2017 | N/A | +10.12% |
LSEQ vs SHRY Drawdown Comparison
The maximum drawdown for LSEQ was -8.35%, occurring on Dec 31, 2024. Recovery took 273 trading sessions.
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The current LSEQ drawdown is -1.26%. The current SHRY drawdown is -6.32%.
| Rank | LSEQ | SHRY |
|---|---|---|
| #1 | -8.35% Dec 6, 2024 - Jan 12, 2026 | -36.67% Feb 12, 2020 - Nov 11, 2020 |
| #2 | -8.27% Jun 18, 2024 - Nov 8, 2024 | -23.94% Jan 4, 2022 - Dec 26, 2023 |
| #3 | -7.63% Mar 25, 2024 - May 24, 2024 | -19.56% Sep 21, 2018 - Apr 24, 2019 |
| #4 | -7.40% Feb 27, 2026 - Apr 9, 2026 | -15.34% Nov 29, 2024 - Jun 30, 2025 |
| #5 | -5.28% May 13, 2026 - Jun 12, 2026 | -10.31% Jan 26, 2018 - Aug 28, 2018 |
| #6 | -4.16% Jan 29, 2026 - Feb 3, 2026 | -7.52% Apr 24, 2019 - Jul 1, 2019 |
| #7 | -3.18% May 29, 2024 - Jun 12, 2024 | -7.20% Oct 6, 2025 - Jan 14, 2026 |
| #8 | -2.62% Dec 5, 2023 - Jan 12, 2024 | -6.37% Jul 26, 2019 - Sep 12, 2019 |
| #9 | -1.92% Apr 30, 2026 - May 6, 2026 | -6.32% Mar 2, 2026 - Jun 18, 2026 |
| #10 | -1.91% Feb 15, 2024 - Feb 23, 2024 | -5.49% Mar 28, 2024 - May 15, 2024 |
| #11 | -1.89% Apr 10, 2026 - Apr 30, 2026 | -4.90% Sep 2, 2021 - Oct 21, 2021 |
| #12 | -1.88% Feb 3, 2026 - Feb 9, 2026 | -4.77% Sep 12, 2019 - Oct 28, 2019 |
| #13 | -1.67% May 6, 2026 - May 11, 2026 | -4.54% Nov 16, 2021 - Dec 23, 2021 |
| #14 | -1.60% Feb 11, 2026 - Feb 18, 2026 | -4.52% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -1.54% Nov 26, 2024 - Dec 6, 2024 | -4.50% Jul 3, 2025 - Oct 2, 2025 |
Correlation
Correlation between LSEQ and SHRY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2017 - 2026)
LSEQ vs SHRY dividend yield comparison.
| Year | LSEQ | SHRY |
|---|---|---|
| 2026 | 0.00% | 0.27% |
| 2025 | 2.20% | 1.73% |
| 2024 | 0.00% | 1.76% |
| 2023 | 0.00% | 1.49% |
| 2022 | 0.00% | 1.52% |
| 2021 | 0.00% | 0.98% |
| 2020 | 0.00% | 1.65% |
| 2019 | 0.00% | 1.54% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 0.55% |
Select Stocks to Compare
Popular: LSEQ vs SPYSHRY vs SPY
More Comparisons
Compare with similar stocks