PortfoliosLab logoPortfoliosLab logo
HAPI vs. INFO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HAPI vs. INFO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor Corporate Culture ETF (HAPI) and Harbor PanAgora Dynamic Large Cap Core ETF (INFO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, HAPI achieves a 9.39% return, which is significantly lower than INFO's 11.73% return.


HAPI

1D
-0.24%
1M
1.68%
6M
6.78%
YTD
9.39%
1Y
18.34%
3Y*
20.19%
5Y*
10Y*

INFO

1D
-0.63%
1M
1.95%
6M
9.78%
YTD
11.73%
1Y
24.92%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HAPI vs. INFO - Yearly Performance Comparison


2026 (YTD)20252024
HAPI
Harbor Corporate Culture ETF
9.39%16.26%1.69%
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
11.73%19.75%2.05%

Correlation

The correlation between HAPI and INFO is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.91

Correlation (All Time)
Calculated using the full available price history since Oct 10, 2024

0.93

The correlation between HAPI and INFO has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.

HAPI vs. INFO - Sectors Allocation Comparison


Sectors
HAPI
INFO

Technology

33.1%
40.6%

Communication Services

15.8%
10.1%

Financial Services

11.1%
11.2%

Consumer Cyclical

9.7%
9.7%

Industrials

8.7%
7.6%

Healthcare

7.8%
7.9%

Consumer Defensive

5.7%
5.0%

Energy

3.1%
2.8%

Utilities

2.0%
1.8%

Basic Materials

1.7%
1.7%

Real Estate

1.5%
1.7%

Technology

HAPI
33.1%
INFO
40.6%

Communication Services

HAPI
15.8%
INFO
10.1%

Financial Services

HAPI
11.1%
INFO
11.2%

Consumer Cyclical

HAPI
9.7%
INFO
9.7%

Industrials

HAPI
8.7%
INFO
7.6%

Healthcare

HAPI
7.8%
INFO
7.9%

Consumer Defensive

HAPI
5.7%
INFO
5.0%

Energy

HAPI
3.1%
INFO
2.8%

Utilities

HAPI
2.0%
INFO
1.8%

Basic Materials

HAPI
1.7%
INFO
1.7%

Real Estate

HAPI
1.5%
INFO
1.7%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

HAPI vs. INFO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HAPI
HAPI Risk / Return Rank: 5959
Overall Rank
HAPI Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
HAPI Sortino Ratio Rank: 6060
Sortino Ratio Rank
HAPI Omega Ratio Rank: 5656
Omega Ratio Rank
HAPI Calmar Ratio Rank: 5858
Calmar Ratio Rank
HAPI Martin Ratio Rank: 6666
Martin Ratio Rank

INFO
INFO Risk / Return Rank: 7575
Overall Rank
INFO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
INFO Sortino Ratio Rank: 7575
Sortino Ratio Rank
INFO Omega Ratio Rank: 7474
Omega Ratio Rank
INFO Calmar Ratio Rank: 7070
Calmar Ratio Rank
INFO Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HAPI vs. INFO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor Corporate Culture ETF (HAPI) and Harbor PanAgora Dynamic Large Cap Core ETF (INFO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HAPIINFODifference
Sharpe ratioReturn per unit of total volatility

-0.36

Sortino ratioReturn per unit of downside risk

-0.43

Omega ratioGain probability vs. loss probability

1.28

1.35

-0.07

Calmar ratioReturn relative to maximum drawdown

2.27

2.79

-0.52

Martin ratioReturn relative to average drawdown

9.40

12.03

-2.62

HAPI vs. INFO - Sharpe Ratio Comparison

The current HAPI Sharpe Ratio is 1.56, which is comparable to the INFO Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of HAPI and INFO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

HAPI vs. INFO - Drawdown Comparison

The maximum HAPI drawdown since its inception was -19.46%, roughly equal to the maximum INFO drawdown of -19.60%. Use the drawdown chart below to compare losses from any high point for HAPI and INFO.


Loading charts...

Drawdown Indicators


HAPIINFODifference

Max Drawdown

Largest peak-to-trough decline

-19.46%

-19.60%

+0.14%

Max Drawdown (1Y)

Largest decline over 1 year

-8.12%

-8.98%

+0.86%

Max Drawdown (3Y)

Largest decline over 3 years

-19.46%

Current Drawdown

Current decline from peak

-0.38%

-0.63%

+0.25%

Average Drawdown

Average peak-to-trough decline

-2.01%

-2.30%

+0.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.96%

2.08%

-0.12%

Volatility

HAPI vs. INFO - Volatility Comparison

The current volatility for Harbor Corporate Culture ETF (HAPI) is 3.47%, while Harbor PanAgora Dynamic Large Cap Core ETF (INFO) has a volatility of 3.85%. This indicates that HAPI experiences smaller price fluctuations and is considered to be less risky than INFO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


HAPIINFODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.47%

3.85%

-0.38%

Volatility (6M)

Calculated over the trailing 6-month period

9.32%

10.21%

-0.89%

Volatility (1Y)

Calculated over the trailing 1-year period

11.83%

13.05%

-1.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.67%

17.32%

-1.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.67%

17.32%

-1.65%

HAPI vs. INFO - Expense Ratio Comparison

Both HAPI and INFO have an expense ratio of 0.35%.


Dividends

HAPI vs. INFO - Dividend Comparison

HAPI's dividend yield for the trailing twelve months is around 0.79%, more than INFO's 0.31% yield.


PositionTTM2025202420232022
HAPI
Harbor Corporate Culture ETF
0.79%0.87%0.21%1.21%0.29%
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
0.31%0.35%0.16%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.91, HAPI and INFO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

INFO has higher volatility (3.85%) compared to HAPI (3.47%). In terms of maximum drawdown, HAPI dropped -19.46% vs INFO's -19.60%.

On 1-year performance, INFO leads with 24.92% vs 18.34% for HAPI. Both ETFs have the same 0.35% expense ratio. On volatility, HAPI has been the lower-risk option at 3.47%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, INFO has performed better with a 24.92% return vs 18.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HAPI and INFO have the same expense ratio: 0.35% per year.

HAPI has the higher dividend yield at 0.79%, compared with 0.31% for INFO.

INFO currently has the higher Sharpe Ratio (1.92 vs 1.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for HAPI and INFO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer