INFO vs. MEDI

Last updated Aug 2, 2026

INFO (Harbor PanAgora Dynamic Large Cap Core ETF) and MEDI (Harbor Health Care ETF) are both exchange-traded funds - INFO is a Large Cap Blend Equities fund actively managed by Harbor, while MEDI is a Health & Biotech Equities fund actively managed by Harbor. Both are actively managed. Over the past year, INFO returned 25.65% vs 21.60% for MEDI. Their 0.41 correlation means their historical movements had little consistent relationship. INFO charges 0.35%/yr vs 0.80%/yr for MEDI.

Performance

INFO vs. MEDI - 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 Health Care ETF (MEDI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, INFO achieves a 12.67% return, which is significantly higher than MEDI's 2.78% return.

INFO

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

MEDI

• 1D: -1.40%
• 1M: -7.14%
• 6M: 3.32%
• YTD: 2.78%
• 1Y: 21.60%
• 3Y*: 14.21%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 15.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
INFO Harbor PanAgora Dynamic Large Cap Core ETF	$438.18K	$544.70K	$621.70K
MEDI Harbor Health Care ETF	$122.30K	$134.20K	$281.73K

INFO vs. MEDI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
INFO Harbor PanAgora Dynamic Large Cap Core ETF	12.67%	19.75%	2.05%
MEDI Harbor Health Care ETF	2.78%	27.11%	-9.01%

Correlation

The correlation between INFO and MEDI is 0.25, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.25
Correlation (All Time) Calculated using the full available price history since Oct 10, 2024	0.41

The correlation between INFO and MEDI shifts across timeframes, from 0.25 (1 year) to 0.41 (all time), reflecting how their relationship changes across market environments.

INFO vs. MEDI - Sectors Allocation Comparison

Sectors	INFO	MEDI
Technology	38.8%	-
Financial Services	12.2%	-
Consumer Cyclical	9.5%	-
Communication Services	9.4%	-
Healthcare	8.8%	100.0%
Industrials	8.2%	-
Consumer Defensive	5.1%	-
Energy	2.7%	-
Utilities	1.9%	-
Real Estate	1.8%	-
Basic Materials	1.6%	-

Return for Risk

INFO vs. MEDI — Risk / Return Rank

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

INFO

INFO Risk / Return Rank: 77
INFO Sharpe Ratio Rank: 77
INFO Sortino Ratio Rank: 77
INFO Omega Ratio Rank: 75
INFO Calmar Ratio Rank: 75
INFO Martin Ratio Rank: 83

MEDI

MEDI Risk / Return Rank: 42
MEDI Sharpe Ratio Rank: 43
MEDI Sortino Ratio Rank: 46
MEDI Omega Ratio Rank: 40
MEDI Calmar Ratio Rank: 40
MEDI Martin Ratio Rank: 39

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. MEDI - 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 Health Care ETF (MEDI). 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.

	INFO	MEDI	Difference
Sharpe ratio: Return per unit of total volatility	1.79	1.08	+0.70
Sortino ratio: Return per unit of downside risk	2.50	1.67	+0.82
Omega ratio: Gain probability vs. loss probability	1.32	1.19	+0.13
Calmar ratio: Return relative to maximum drawdown	2.65	1.43	+1.22
Martin ratio: Return relative to average drawdown	11.36	4.09	+7.28

INFO vs. MEDI - Sharpe Ratio Comparison

The current INFO Sharpe Ratio is 1.79, which is higher than the MEDI Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of INFO and MEDI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

INFO vs. MEDI - Drawdown Comparison

The maximum INFO drawdown since its inception was -19.60%, roughly equal to the maximum MEDI drawdown of -19.24%. Use the drawdown chart below to compare losses from any high point for INFO and MEDI.

Drawdown Indicators

	INFO	MEDI	Difference
Max Drawdown Largest peak-to-trough decline	-19.60%	-19.24%	-0.36%
Max Drawdown (1Y) Largest decline over 1 year	-8.98%	-15.34%	+6.36%
Max Drawdown (3Y) Largest decline over 3 years	—	-19.24%	—
Current Drawdown Current decline from peak	-0.19%	-7.33%	+7.14%
Average Drawdown Average peak-to-trough decline	-2.26%	-4.26%	+2.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.09%	5.35%	-3.26%

Volatility

INFO vs. MEDI - Volatility Comparison

The current volatility for Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is 3.52%, while Harbor Health Care ETF (MEDI) has a volatility of 5.10%. This indicates that INFO experiences smaller price fluctuations and is considered to be less risky than MEDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	INFO	MEDI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.52%	5.10%	-1.58%
Volatility (6M) Calculated over the trailing 6-month period	10.21%	15.53%	-5.32%
Volatility (1Y) Calculated over the trailing 1-year period	13.31%	20.25%	-6.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.20%	18.70%	-1.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.20%	18.70%	-1.50%

INFO vs. MEDI - Expense Ratio Comparison

INFO has a 0.35% expense ratio, which is lower than MEDI's 0.80% expense ratio.

Dividends

INFO vs. MEDI - Dividend Comparison

INFO's dividend yield for the trailing twelve months is around 0.31%, more than MEDI's 0.27% yield.

Position	TTM	2025	2024	2023
INFO Harbor PanAgora Dynamic Large Cap Core ETF	0.31%	0.35%	0.16%	0.00%
MEDI Harbor Health Care ETF	0.27%	0.28%	0.54%	1.86%

Frequently Asked Questions

Can I hold both INFO and MEDI in my portfolio?

INFO and MEDI have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, INFO or MEDI?

MEDI has higher volatility (5.10%) compared to INFO (3.52%). In terms of maximum drawdown, INFO dropped -19.60% vs MEDI's -19.24%.

Which ETF is better, INFO or MEDI?

On 1-year performance, INFO leads with 25.65% vs 21.60% for MEDI. 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.

Which ETF has performed better, INFO or MEDI?

Over the 1-year period, INFO has performed better with a 25.65% return vs 21.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, INFO or MEDI?

INFO is cheaper with a 0.35% expense ratio, compared with 0.80% for MEDI.

Which ETF pays a higher dividend yield, INFO or MEDI?

INFO has the higher dividend yield at 0.31%, compared with 0.27% for MEDI.

What is the main difference between INFO and MEDI?

INFO is categorized as Large Cap Blend Equities, while MEDI is Health & Biotech Equities. Their fees differ too: 0.35% for INFO and 0.80% for MEDI.

Which has better risk-adjusted returns?

INFO currently has the higher Sharpe Ratio (1.79 vs 1.08), 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.