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