SMLL vs LQPE

Comparison between HARBOR ACTIVE SMALL CAP ETF (SMLL, ETF) and PEO AlphaQuest Thematic PE ETF (LQPE, ETF).

SMLL vs LQPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMLL(ETF)	LQPE(ETF)
Net Assets	$13M	$13M
Expense Ratio	0.80%	1.25%
Max Drawdown	23.56%	18.89%
Sharpe Ratio	-0.15	-0.05
5Y Beta	0.94	0.71
P/E Ratio	28.37	34.88
Forward P/E	16.01	14.47
PEG Ratio	0.64	N/A
5Y EPS CAGR	10.67%	23.47%
Debt to Equity	53.41%	N/A
P/S Ratio	1.87	0.83
P/B Ratio	2.59	3.04

Net Assets

SMLL

$13M

Winner

LQPE

$13M

Expense Ratio

Winner

SMLL

0.80%

LQPE

1.25%

Max Drawdown

SMLL

23.56%

Winner

LQPE

18.89%

Sharpe Ratio

SMLL

-0.15

Winner

LQPE

-0.05

5Y Beta

SMLL

0.94

Winner

LQPE

0.71

P/E Ratio

Winner

SMLL

28.37

LQPE

34.88

Forward P/E

SMLL

16.01

Winner

LQPE

14.47

PEG Ratio

SMLL

0.64

LQPE

N/A

5Y EPS CAGR

SMLL

10.67%

Winner

LQPE

23.47%

Debt to Equity

SMLL

53.41%

LQPE

N/A

P/S Ratio

SMLL

1.87

Winner

LQPE

0.83

P/B Ratio

Winner

SMLL

2.59

LQPE

3.04

SMLL vs LQPE - Holdings Comparison

SMLL and LQPE have 8 common holdings. Overlap is -98.94%

SMLL's top 25 holdings weight is 74.77%. LQPE's top 25 holdings weight is 201.65%.

Rank	SMLL	LQPE
#1	RELIANCE INC (RS) - 5.24%	EURO FX FUTURE MAR 26 (n/a) - 58.80%
#2	WILLSCOT HOLDINGS CORP ORDINARY SHARES CLASS A (WSC) - 4.49%	E-MINI S&P 500 FUTURE MAR 26 (n/a) - 33.60%
#3	POOL CORP (POOL) - 4.24%	OTHER ASSETS AND LIABILITIES (n/a) - 15.31%
#4	MORNINGSTAR INC (MORN) - 4.10%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 11.59%
#5	WINTRUST FINANCIAL CORP (WTFC) - 3.80%	BRITISH POUND FUTURE MAR 26 (n/a) - 9.68%
#6	DOUGLAS DYNAMICS INC (PLOW) - 3.67%	CRUDE OIL FUTURE MAR 26 (n/a) - 9.67%
#7	FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 3.41%	CANADIAN DOLLAR FUTURE MAR 26 (n/a) - 9.46%
#8	LIBERTY ENERGY INC CLASS A (LBRT) - 3.34%	BRENT CRUDE FUTURES FEB26 (n/a) - 8.04%
#9	PAYLOCITY HOLDING CORP (PCTY) - 3.08%	GOLD FUTURE APR 26 (n/a) - 6.98%
#10	US DOLLAR (n/a) - 3.07%	SWISS FRANC FUTURE MAR 26 (n/a) - 4.96%
#11	SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 3.02%	BRENT CRUDE FUTURES MAR26 (n/a) - 3.54%
#12	UNITED BANKSHARES INC (UBSI) - 2.99%	NETFLIX INC (NFLX) - 2.79%
#13	JANUS INTERNATIONAL GROUP INC ORDINARY SHARES CLASS A (JBI) - 2.91%	MCKESSON CORP (MCK) - 2.62%
#14	ANDERSEN GROUP INC ORDINARY SHARES- CLASS A (ANDG) - 2.79%	CVS HEALTH CORP (CVS) - 2.48%
#15	ARTISAN PARTNERS ASSET MANAGEMENT INC CLASS A (APAM) - 2.62%	MASTERCARD INC CLASS A (MA) - 2.44%
#16	RLJ LODGING TRUST REGISTERED SHS OF BENEF INTEREST (RLJ) - 2.58%	ZOOM COMMUNICATIONS INC (ZM) - 2.35%
#17	THE MIDDLEBY CORP (MIDD) - 2.52%	SHERWIN-WILLIAMS CO (SHW) - 2.15%
#18	STANDARDAERO INC (SARO) - 2.35%	FAIR ISAAC CORP (FICO) - 2.13%
#19	THE TORO CO (TTC) - 2.26%	MEXICAN PESO FUTURE MAR 26 (n/a) - 2.01%
#20	REMITLY GLOBAL INC (RELY) - 2.25%	CRUDE OIL FUTURE APR 26 (n/a) - 1.94%
#21	HILLMAN SOLUTIONS CORP SHS (HLMN) - 2.15%	n/a (ODFL) - 1.90%
#22	FACTSET RESEARCH SYSTEMS INC (FDS) - 2.15%	KORN FERRY (KFY) - 1.86%
#23	APTARGROUP INC (ATR) - 2.03%	VERRA MOBILITY CORP CLASS A (VRRM) - 1.85%
#24	SHIFT4 PAYMENTS INC CLASS A (FOUR) - 1.94%	MAXIMUS INC (MMS) - 1.81%
#25	MONARCH CASINO & RESORT INC (MCRI) - 1.77%	W.W. GRAINGER INC (GWW) - 1.69%
Total Holdings	49	250

SMLL vs LQPE - Historical Returns

Returns include dividend reinvestment.

Period	SMLL	LQPE
1 month	+4.82%	+0.76%
3 months	+9.40%	-2.96%
6 months	+3.54%	-3.77%
1 year	+2.07%	+0.33%
Max(CAGR)	+4.61%	-7.06%

Winner

SMLL

+4.82%

LQPE

+0.76%

Winner

SMLL

+9.40%

LQPE

-2.96%

Winner

SMLL

+3.54%

LQPE

-3.77%

Winner

SMLL

+2.07%

LQPE

+0.33%

Max(CAGR)

Winner

SMLL

+4.61%

LQPE

-7.06%

SMLL vs LQPE - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	SMLL	LQPE
2026	+4.63%	-2.63%
2025	-6.13%	-5.49%
2024	+10.75%	N/A

SMLL vs LQPE Drawdown Comparison

The maximum drawdown for SMLL was -23.56%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for LQPE was -18.89%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current SMLL drawdown is -9.16%. The current LQPE drawdown is -8.06%.

Rank	SMLL	LQPE
#1	-23.56% Feb 18, 2025 - Apr 8, 2025	-18.89% Jan 28, 2025 - Apr 8, 2025
#2	-7.09% Dec 3, 2024 - Jan 28, 2025	N/A
#3	-4.51% Nov 11, 2024 - Nov 25, 2024	N/A
#4	-3.64% Aug 30, 2024 - Sep 13, 2024	N/A
#5	-3.61% Oct 16, 2024 - Nov 6, 2024	N/A
#6	-3.01% Sep 20, 2024 - Oct 16, 2024	N/A
#7	-1.80% Jan 30, 2025 - Feb 5, 2025	N/A
#8	-1.68% Feb 10, 2025 - Feb 18, 2025	N/A
#9	-0.87% Feb 5, 2025 - Feb 10, 2025	N/A
#10	-0.20% Nov 25, 2024 - Dec 3, 2024	N/A
#11	-0.12% Jan 28, 2025 - Jan 30, 2025	N/A
#12	-0.04% Sep 17, 2024 - Sep 19, 2024	N/A