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LSEQ vs. INFO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LSEQ vs. INFO - Performance Comparison

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

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Returns By Period

In the year-to-date period, LSEQ achieves a 19.52% return, which is significantly higher than INFO's 13.87% return.


LSEQ

1D
-3.11%
1M
-4.11%
6M
7.53%
YTD
19.52%
1Y
21.18%
3Y*
5Y*
10Y*
ALL TIME*
13.07%

INFO

1D
1.06%
1M
3.20%
6M
11.73%
YTD
13.87%
1Y
26.99%
3Y*
5Y*
10Y*
ALL TIME*
20.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$438.24K$542.51K$628.31K
$52.67K$50.40K$61.03K

LSEQ vs. INFO - Yearly Performance Comparison


2026 (YTD)20252024
LSEQ
Harbor Long-Short Equity ETF
19.52%4.13%-1.19%
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
13.87%19.75%2.05%

Correlation

The correlation between LSEQ and INFO is 0.42, which is low. Their historical price movements had little consistent relationship.


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

0.42

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

0.33

LSEQ vs. INFO - Sectors Allocation Comparison


Sectors
LSEQ
INFO

Technology

21.2%
38.8%

Healthcare

17.4%
8.8%

Basic Materials

15.0%
1.6%

Consumer Cyclical

12.7%
9.5%

Industrials

9.8%
8.2%

Communication Services

9.3%
9.4%

Energy

6.8%
2.7%

Utilities

4.3%
1.9%

Consumer Defensive

3.0%
5.1%

Financial Services

0.6%
12.2%

Real Estate

-

1.8%

Technology

LSEQ
21.2%
INFO
38.8%

Healthcare

LSEQ
17.4%
INFO
8.8%

Basic Materials

LSEQ
15.0%
INFO
1.6%

Consumer Cyclical

LSEQ
12.7%
INFO
9.5%

Industrials

LSEQ
9.8%
INFO
8.2%

Communication Services

LSEQ
9.3%
INFO
9.4%

Energy

LSEQ
6.8%
INFO
2.7%

Utilities

LSEQ
4.3%
INFO
1.9%

Consumer Defensive

LSEQ
3.0%
INFO
5.1%

Financial Services

LSEQ
0.6%
INFO
12.2%

Real Estate

LSEQ

-

INFO
1.8%

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Return for Risk

LSEQ vs. INFO — Risk / Return Rank

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

LSEQ
LSEQ Risk / Return Rank: 5353
Overall Rank
LSEQ Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
LSEQ Sortino Ratio Rank: 4646
Sortino Ratio Rank
LSEQ Omega Ratio Rank: 4545
Omega Ratio Rank
LSEQ Calmar Ratio Rank: 6868
Calmar Ratio Rank
LSEQ Martin Ratio Rank: 6161
Martin Ratio Rank

INFO
INFO Risk / Return Rank: 8080
Overall Rank
INFO Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
INFO Sortino Ratio Rank: 8080
Sortino Ratio Rank
INFO Omega Ratio Rank: 7979
Omega Ratio Rank
INFO Calmar Ratio Rank: 7777
Calmar Ratio Rank
INFO Martin Ratio Rank: 8484
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.

LSEQ vs. INFO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor Long-Short Equity ETF (LSEQ) 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.


LSEQINFODifference
Sharpe ratioReturn per unit of total volatility

-0.82

Sortino ratioReturn per unit of downside risk

-1.07

Omega ratioGain probability vs. loss probability

1.22

1.36

-0.14

Calmar ratioReturn relative to maximum drawdown

2.51

3.02

-0.51

Martin ratioReturn relative to average drawdown

7.61

12.94

-5.33

LSEQ vs. INFO - Sharpe Ratio Comparison

The current LSEQ Sharpe Ratio is 1.23, which is lower than the INFO Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of LSEQ 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.


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Drawdowns

LSEQ vs. INFO - Drawdown Comparison

The maximum LSEQ drawdown since its inception was -8.47%, smaller than the maximum INFO drawdown of -19.60%. Use the drawdown chart below to compare losses from any high point for LSEQ and INFO.


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Drawdown Indicators


LSEQINFODifference

Max Drawdown

Largest peak-to-trough decline

-8.47%

-19.60%

+11.13%

Max Drawdown (1Y)

Largest decline over 1 year

-8.47%

-8.98%

+0.51%

Current Drawdown

Current decline from peak

-8.47%

0.00%

-8.47%

Average Drawdown

Average peak-to-trough decline

-3.24%

-2.26%

-0.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

2.09%

+0.70%

Volatility

LSEQ vs. INFO - Volatility Comparison

Harbor Long-Short Equity ETF (LSEQ) has a higher volatility of 7.34% compared to Harbor PanAgora Dynamic Large Cap Core ETF (INFO) at 3.63%. This indicates that LSEQ's price experiences larger fluctuations and is considered to be riskier than INFO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LSEQINFODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.34%

3.63%

+3.71%

Volatility (6M)

Calculated over the trailing 6-month period

14.32%

10.25%

+4.07%

Volatility (1Y)

Calculated over the trailing 1-year period

17.34%

13.26%

+4.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.01%

17.20%

-2.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.01%

17.20%

-2.19%

LSEQ vs. INFO - Expense Ratio Comparison

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


Dividends

LSEQ vs. INFO - Dividend Comparison

LSEQ's dividend yield for the trailing twelve months is around 1.84%, more than INFO's 0.31% yield.


PositionTTM20252024
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
0.31%0.35%0.16%
LSEQ
Harbor Long-Short Equity ETF
1.84%2.20%0.00%

Frequently Asked Questions


LSEQ and INFO have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LSEQ has higher volatility (7.34%) compared to INFO (3.63%). In terms of maximum drawdown, LSEQ dropped -8.47% vs INFO's -19.60%.

On 1-year performance, INFO leads with 26.99% vs 21.18% for LSEQ. On fees, INFO is cheaper at 0.35% per year. On volatility, INFO has been the lower-risk option at 3.63%. 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 26.99% return vs 21.18%. 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 1.84%, compared with 0.31% for INFO.

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

INFO currently has the higher Sharpe Ratio (2.05 vs 1.23), 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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