INFO vs. RAFE
INFO (Harbor PanAgora Dynamic Large Cap Core ETF) and RAFE (PIMCO RAFI ESG U.S. ETF) are both Large Cap Blend Equities funds. INFO is actively managed, while RAFE is passively managed. Over the past year, INFO returned 24.92% vs 28.06% for RAFE. A 0.79 correlation means they provide meaningful diversification when combined. INFO charges 0.35%/yr vs 0.30%/yr for RAFE.
Performance
INFO vs. RAFE - Performance Comparison
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Returns By Period
In the year-to-date period, INFO achieves a 11.73% return, which is significantly lower than RAFE's 15.70% return.
INFO
- 1D
- -0.63%
- 1M
- 1.95%
- 6M
- 9.78%
- YTD
- 11.73%
- 1Y
- 24.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RAFE
- 1D
- -0.06%
- 1M
- 1.59%
- 6M
- 13.30%
- YTD
- 15.70%
- 1Y
- 28.06%
- 3Y*
- 18.76%
- 5Y*
- 11.46%
- 10Y*
- —
INFO vs. RAFE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
INFO Harbor PanAgora Dynamic Large Cap Core ETF | 11.73% | 19.75% | 2.05% |
RAFE PIMCO RAFI ESG U.S. ETF | 15.70% | 17.60% | -1.56% |
Correlation
The correlation between INFO and RAFE is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Oct 10, 2024 | 0.79 |
The correlation between INFO and RAFE has been stable across timeframes, ranging from 0.78 to 0.79 - a consistent structural relationship.
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Return for Risk
INFO vs. RAFE — Risk / Return Rank
INFO
RAFE
INFO vs. RAFE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor PanAgora Dynamic Large Cap Core ETF (INFO) and PIMCO RAFI ESG U.S. ETF (RAFE). 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 | RAFE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.45 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.79 | 3.78 | -0.99 |
| Martin ratioReturn relative to average drawdown | 12.03 | 14.72 | -2.69 |
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Drawdowns
INFO vs. RAFE - Drawdown Comparison
The maximum INFO drawdown since its inception was -19.60%, smaller than the maximum RAFE drawdown of -35.74%. Use the drawdown chart below to compare losses from any high point for INFO and RAFE.
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Drawdown Indicators
| INFO | RAFE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.60% | -35.74% | +16.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.98% | -7.46% | -1.52% |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.36% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.28% | — |
Current DrawdownCurrent decline from peak | -0.63% | -0.06% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -2.30% | -6.13% | +3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 1.91% | +0.17% |
Volatility
INFO vs. RAFE - Volatility Comparison
Harbor PanAgora Dynamic Large Cap Core ETF (INFO) has a higher volatility of 3.85% compared to PIMCO RAFI ESG U.S. ETF (RAFE) at 2.78%. This indicates that INFO's price experiences larger fluctuations and is considered to be riskier than RAFE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INFO | RAFE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.85% | 2.78% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 8.59% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.05% | 11.34% | +1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.32% | 15.07% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.32% | 19.33% | -2.01% |
INFO vs. RAFE - Expense Ratio Comparison
INFO has a 0.35% expense ratio, which is higher than RAFE's 0.30% expense ratio.
Dividends
INFO vs. RAFE - Dividend Comparison
INFO's dividend yield for the trailing twelve months is around 0.31%, less than RAFE's 1.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
INFO Harbor PanAgora Dynamic Large Cap Core ETF | 0.31% | 0.35% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% |
RAFE PIMCO RAFI ESG U.S. ETF | 1.49% | 1.67% | 1.79% | 1.81% | 2.22% | 1.42% | 2.36% |
Frequently Asked Questions
INFO and RAFE have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INFO has higher volatility (3.85%) compared to RAFE (2.78%). In terms of maximum drawdown, INFO dropped -19.60% vs RAFE's -35.74%.
On 1-year performance, RAFE leads with 28.06% vs 24.92% for INFO. On fees, RAFE is cheaper at 0.30% per year. On volatility, RAFE has been the lower-risk option at 2.78%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, RAFE has performed better with a 28.06% return vs 24.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RAFE is cheaper with a 0.30% expense ratio, compared with 0.35% for INFO.
RAFE has the higher dividend yield at 1.49%, compared with 0.31% for INFO.
They also come from different issuers: Harbor and PIMCO. Their fees differ too: 0.35% for INFO and 0.30% for RAFE.
RAFE currently has the higher Sharpe Ratio (2.49 vs 1.92), 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.
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