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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 27.40% return, which is significantly higher than INFO's 11.55% return.


LSEQ

1D
1.12%
1M
4.34%
YTD
27.40%
6M
26.84%
1Y
25.44%
3Y*
5Y*
10Y*

INFO

1D
-0.62%
1M
5.19%
YTD
11.55%
6M
12.01%
1Y
30.07%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LSEQ vs. INFO - Yearly Performance Comparison


2026 (YTD)20252024
LSEQ
Harbor Long-Short Equity ETF
27.40%4.13%-0.43%
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
11.55%19.75%2.19%

Correlation

The correlation between LSEQ and INFO is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2024

0.33

LSEQ vs. INFO - Sectors Allocation Comparison


Sectors
LSEQ
INFO

Basic Materials

27.3%
2.0%

Consumer Cyclical

17.3%
9.8%

Energy

15.0%
4.1%

Healthcare

14.7%
8.1%

Communication Services

7.0%
10.2%

Industrials

6.5%
8.6%

Consumer Defensive

5.2%
5.2%

Utilities

3.1%
2.9%

Financial Services

1.2%
11.6%

Real Estate

-

1.7%

Technology

-10.9%
36.0%

Basic Materials

LSEQ
27.3%
INFO
2.0%

Consumer Cyclical

LSEQ
17.3%
INFO
9.8%

Energy

LSEQ
15.0%
INFO
4.1%

Healthcare

LSEQ
14.7%
INFO
8.1%

Communication Services

LSEQ
7.0%
INFO
10.2%

Industrials

LSEQ
6.5%
INFO
8.6%

Consumer Defensive

LSEQ
5.2%
INFO
5.2%

Utilities

LSEQ
3.1%
INFO
2.9%

Financial Services

LSEQ
1.2%
INFO
11.6%

Real Estate

LSEQ

-

INFO
1.7%

Technology

LSEQ
-10.9%
INFO
36.0%

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Return for Risk

LSEQ vs. INFO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LSEQ
LSEQ Risk / Return Rank: 5454
Overall Rank
LSEQ Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
LSEQ Sortino Ratio Rank: 4848
Sortino Ratio Rank
LSEQ Omega Ratio Rank: 4949
Omega Ratio Rank
LSEQ Calmar Ratio Rank: 6969
Calmar Ratio Rank
LSEQ Martin Ratio Rank: 5555
Martin Ratio Rank

INFO
INFO Risk / Return Rank: 7575
Overall Rank
INFO Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
INFO Sortino Ratio Rank: 7676
Sortino Ratio Rank
INFO Omega Ratio Rank: 7474
Omega Ratio Rank
INFO Calmar Ratio Rank: 6969
Calmar Ratio Rank
INFO Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


LSEQINFODifference
Sharpe ratioReturn per unit of total volatility

-0.72

Sortino ratioReturn per unit of downside risk

-0.98

Omega ratioGain probability vs. loss probability

1.31

1.43

-0.13

Calmar ratioReturn relative to maximum drawdown

3.45

3.36

+0.09

Martin ratioReturn relative to average drawdown

9.40

15.36

-5.95

LSEQ vs. INFO - Sharpe Ratio Comparison

The current LSEQ Sharpe Ratio is 1.70, which is comparable to the INFO Sharpe Ratio of 2.42. 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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Sharpe Ratios by Period


LSEQINFODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.70

2.42

-0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

1.19

1.21

-0.01

Drawdowns

LSEQ vs. INFO - Drawdown Comparison

The maximum LSEQ drawdown since its inception was -8.35%, 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

-8.35%

-19.60%

+11.25%

Max Drawdown (1Y)

Largest decline over 1 year

-7.40%

-8.98%

+1.58%

Current Drawdown

Current decline from peak

-1.66%

-0.62%

-1.04%

Average Drawdown

Average peak-to-trough decline

-3.23%

-2.33%

-0.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.78%

1.96%

+0.82%

Volatility

LSEQ vs. INFO - Volatility Comparison

Harbor Long-Short Equity ETF (LSEQ) has a higher volatility of 5.48% compared to Harbor PanAgora Dynamic Large Cap Core ETF (INFO) at 3.03%. 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

5.48%

3.03%

+2.45%

Volatility (6M)

Calculated over the trailing 6-month period

12.75%

9.36%

+3.39%

Volatility (1Y)

Calculated over the trailing 1-year period

15.09%

12.49%

+2.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.32%

17.44%

-3.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.32%

17.44%

-3.12%

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 1.73%, 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
1.73%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 (5.48%) compared to INFO (3.03%). In terms of maximum drawdown, LSEQ dropped -8.35% vs INFO's -19.60%.

On 1-year performance, INFO leads with 30.07% vs 25.44% for LSEQ. On fees, INFO is cheaper at 0.35% per year. On volatility, INFO has been the lower-risk option at 3.03%. 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 25.44%. 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 1.73%, 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 (2.42 vs 1.70), 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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