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INFO vs. LSEQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

INFO vs. LSEQ - Performance Comparison

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

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Returns By Period

In the year-to-date period, INFO achieves a 12.67% return, which is significantly lower than LSEQ's 23.37% return.


INFO

1D
0.81%
1M
2.12%
6M
10.95%
YTD
12.67%
1Y
25.65%
3Y*
5Y*
10Y*
ALL TIME*
19.40%

LSEQ

1D
-0.95%
1M
-1.02%
6M
12.72%
YTD
23.37%
1Y
25.08%
3Y*
5Y*
10Y*
ALL TIME*
14.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$438.18K$544.70K$621.70K
$52.86K$48.61K$59.18K

INFO vs. LSEQ - Yearly Performance Comparison


2026 (YTD)20252024
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
12.67%19.75%2.05%
LSEQ
Harbor Long-Short Equity ETF
23.37%4.13%-1.19%

Correlation

The correlation between INFO and LSEQ is 0.43, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.43

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

0.34

INFO vs. LSEQ - Sectors Allocation Comparison


Sectors
INFO
LSEQ

Technology

38.8%
21.2%

Financial Services

12.2%
0.6%

Consumer Cyclical

9.5%
12.7%

Communication Services

9.4%
9.3%

Healthcare

8.8%
17.4%

Industrials

8.2%
9.8%

Consumer Defensive

5.1%
3.0%

Energy

2.7%
6.8%

Utilities

1.9%
4.3%

Real Estate

1.8%

-

Basic Materials

1.6%
15.0%

Technology

INFO
38.8%
LSEQ
21.2%

Financial Services

INFO
12.2%
LSEQ
0.6%

Consumer Cyclical

INFO
9.5%
LSEQ
12.7%

Communication Services

INFO
9.4%
LSEQ
9.3%

Healthcare

INFO
8.8%
LSEQ
17.4%

Industrials

INFO
8.2%
LSEQ
9.8%

Consumer Defensive

INFO
5.1%
LSEQ
3.0%

Energy

INFO
2.7%
LSEQ
6.8%

Utilities

INFO
1.9%
LSEQ
4.3%

Real Estate

INFO
1.8%
LSEQ

-

Basic Materials

INFO
1.6%
LSEQ
15.0%

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Return for Risk

INFO vs. LSEQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

INFO
INFO Risk / Return Rank: 7777
Overall Rank
INFO Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
INFO Sortino Ratio Rank: 7777
Sortino Ratio Rank
INFO Omega Ratio Rank: 7575
Omega Ratio Rank
INFO Calmar Ratio Rank: 7575
Calmar Ratio Rank
INFO Martin Ratio Rank: 8383
Martin Ratio Rank

LSEQ
LSEQ Risk / Return Rank: 7070
Overall Rank
LSEQ Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
LSEQ Sortino Ratio Rank: 6464
Sortino Ratio Rank
LSEQ Omega Ratio Rank: 6161
Omega Ratio Rank
LSEQ Calmar Ratio Rank: 8686
Calmar Ratio Rank
LSEQ Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

INFO vs. LSEQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor PanAgora Dynamic Large Cap Core ETF (INFO) and Harbor Long-Short Equity ETF (LSEQ). 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.


INFOLSEQDifference
Sharpe ratioReturn per unit of total volatility

+0.29

Sortino ratioReturn per unit of downside risk

+0.37

Omega ratioGain probability vs. loss probability

1.32

1.27

+0.05

Calmar ratioReturn relative to maximum drawdown

2.65

3.35

-0.70

Martin ratioReturn relative to average drawdown

11.36

9.27

+2.09

INFO vs. LSEQ - Sharpe Ratio Comparison

The current INFO Sharpe Ratio is 1.79, which is comparable to the LSEQ Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of INFO and LSEQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

INFO vs. LSEQ - Drawdown Comparison

The maximum INFO drawdown since its inception was -19.60%, which is greater than LSEQ's maximum drawdown of -8.35%. Use the drawdown chart below to compare losses from any high point for INFO and LSEQ.


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Drawdown Indicators


INFOLSEQDifference

Max Drawdown

Largest peak-to-trough decline

-19.60%

-8.35%

-11.25%

Max Drawdown (1Y)

Largest decline over 1 year

-8.98%

-7.59%

-1.39%

Current Drawdown

Current decline from peak

-0.19%

-5.53%

+5.34%

Average Drawdown

Average peak-to-trough decline

-2.26%

-3.23%

+0.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.09%

2.74%

-0.65%

Volatility

INFO vs. LSEQ - Volatility Comparison

The current volatility for Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is 3.52%, while Harbor Long-Short Equity ETF (LSEQ) has a volatility of 6.77%. This indicates that INFO experiences smaller price fluctuations and is considered to be less risky than LSEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INFOLSEQDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.52%

6.77%

-3.25%

Volatility (6M)

Calculated over the trailing 6-month period

10.21%

14.61%

-4.40%

Volatility (1Y)

Calculated over the trailing 1-year period

13.31%

17.01%

-3.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.20%

14.90%

+2.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.20%

14.90%

+2.30%

INFO vs. LSEQ - Expense Ratio Comparison

INFO has a 0.35% expense ratio, which is lower than LSEQ's 1.70% expense ratio.


Dividends

INFO vs. LSEQ - Dividend Comparison

INFO's dividend yield for the trailing twelve months is around 0.31%, less than LSEQ's 1.78% yield.


PositionTTM20252024
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
0.31%0.35%0.16%
LSEQ
Harbor Long-Short Equity ETF
1.78%2.20%0.00%

Frequently Asked Questions


INFO and LSEQ have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LSEQ has higher volatility (6.77%) compared to INFO (3.52%). In terms of maximum drawdown, INFO dropped -19.60% vs LSEQ's -8.35%.

On 1-year performance, INFO leads with 25.65% vs 25.08% for LSEQ. On fees, INFO is cheaper at 0.35% per year. On volatility, INFO has been the lower-risk option at 3.52%. 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 25.65% return vs 25.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

INFO is cheaper with a 0.35% expense ratio, compared with 1.70% for LSEQ.

LSEQ has the higher dividend yield at 1.78%, compared with 0.31% for INFO.

INFO is categorized as Large Cap Blend Equities, while LSEQ is Long-Short. Their fees differ too: 0.35% for INFO and 1.70% for LSEQ.

INFO currently has the higher Sharpe Ratio (1.79 vs 1.50), 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

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