INFO vs. UJUN
INFO (Harbor PanAgora Dynamic Large Cap Core ETF) and UJUN (Innovator U.S. Equity Ultra Buffer ETF - June) are both Large Cap Blend Equities funds. INFO is actively managed, while UJUN is passively managed. Over the past year, INFO returned 30.07% vs 10.04% for UJUN. Their correlation of 0.89 suggests significant overlap in exposure. INFO charges 0.35%/yr vs 0.79%/yr for UJUN.
Performance
INFO vs. UJUN - Performance Comparison
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Returns By Period
In the year-to-date period, INFO achieves a 11.55% return, which is significantly higher than UJUN's 3.32% return.
INFO
- 1D
- -0.62%
- 1M
- 5.19%
- YTD
- 11.55%
- 6M
- 12.01%
- 1Y
- 30.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UJUN
- 1D
- -0.30%
- 1M
- 0.45%
- YTD
- 3.32%
- 6M
- 4.16%
- 1Y
- 10.04%
- 3Y*
- 11.26%
- 5Y*
- 6.38%
- 10Y*
- —
INFO vs. UJUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
INFO Harbor PanAgora Dynamic Large Cap Core ETF | 11.55% | 19.75% | 2.19% |
UJUN Innovator U.S. Equity Ultra Buffer ETF - June | 3.32% | 10.63% | 1.70% |
Correlation
The correlation between INFO and UJUN is 0.84, 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 | 0.84 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2024 | 0.89 |
The correlation between INFO and UJUN has been stable across timeframes, ranging from 0.84 to 0.89 - a consistent structural relationship.
INFO vs. UJUN - Sectors Allocation Comparison
Sectors
INFO
UJUN
Technology
Financial Services
Communication Services
Consumer Cyclical
Industrials
Healthcare
Consumer Defensive
Energy
Utilities
Basic Materials
Real Estate
Technology
INFO
UJUN
Financial Services
INFO
UJUN
Communication Services
INFO
UJUN
Consumer Cyclical
INFO
UJUN
Industrials
INFO
UJUN
Healthcare
INFO
UJUN
Consumer Defensive
INFO
UJUN
Energy
INFO
UJUN
Utilities
INFO
UJUN
Basic Materials
INFO
UJUN
Real Estate
INFO
UJUN
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Return for Risk
INFO vs. UJUN — Risk / Return Rank
INFO
UJUN
INFO vs. UJUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor PanAgora Dynamic Large Cap Core ETF (INFO) and Innovator U.S. Equity Ultra Buffer ETF - June (UJUN). 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.
| INFO | UJUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.55 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.36 | 3.55 | -0.19 |
| Martin ratioReturn relative to average drawdown | 15.36 | 21.84 | -6.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INFO | UJUN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.42 | 2.40 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.21 | 0.77 | +0.43 |
Drawdowns
INFO vs. UJUN - Drawdown Comparison
The maximum INFO drawdown since its inception was -19.60%, which is greater than UJUN's maximum drawdown of -13.73%. Use the drawdown chart below to compare losses from any high point for INFO and UJUN.
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Drawdown Indicators
| INFO | UJUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.60% | -13.73% | -5.87% |
Max Drawdown (1Y)Largest decline over 1 year | -8.98% | -2.84% | -6.14% |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.24% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -11.96% | — |
Current DrawdownCurrent decline from peak | -0.62% | -0.30% | -0.32% |
Average DrawdownAverage peak-to-trough decline | -2.33% | -2.07% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 0.46% | +1.50% |
Volatility
INFO vs. UJUN - Volatility Comparison
Harbor PanAgora Dynamic Large Cap Core ETF (INFO) has a higher volatility of 3.03% compared to Innovator U.S. Equity Ultra Buffer ETF - June (UJUN) at 0.41%. This indicates that INFO's price experiences larger fluctuations and is considered to be riskier than UJUN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INFO | UJUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 0.41% | +2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 3.25% | +6.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.49% | 4.25% | +8.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 8.32% | +9.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 8.77% | +8.67% |
INFO vs. UJUN - Expense Ratio Comparison
INFO has a 0.35% expense ratio, which is lower than UJUN's 0.79% expense ratio.
Dividends
INFO vs. UJUN - Dividend Comparison
INFO's dividend yield for the trailing twelve months is around 0.31%, while UJUN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
INFO Harbor PanAgora Dynamic Large Cap Core ETF | 0.31% | 0.35% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UJUN Innovator U.S. Equity Ultra Buffer ETF - June | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.89% |
Frequently Asked Questions
INFO and UJUN have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INFO has higher volatility (3.03%) compared to UJUN (0.41%). In terms of maximum drawdown, INFO dropped -19.60% vs UJUN's -13.73%.
On 1-year performance, INFO leads with 30.07% vs 10.04% for UJUN. On fees, INFO is cheaper at 0.35% per year. On volatility, UJUN has been the lower-risk option at 0.41%. 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 30.07% return vs 10.04%. 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 0.79% for UJUN.
INFO has the higher dividend yield at 0.31%, compared with 0.00% for UJUN.
They also come from different issuers: Harbor and Innovator. Their fees differ too: 0.35% for INFO and 0.79% for UJUN.
INFO currently has the higher Sharpe Ratio (2.42 vs 2.40), 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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