INFOvsPHEQETF Comparison
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Harbor PanAgora Dynamic Large Cap Core ETF (INFO) belongs to the US Large Cap segment. Parametric Hedged Equity ETF (PHEQ) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. INFO is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.29% for PHEQ. INFO is up 14.83% year-to-date (YTD) with +$148M in YTD flows. PHEQ performs worse with 8.67% YTD performance, and -$858K in YTD flows. Run a side-by-side ETF comparison of INFO and PHEQ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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INFO vs PHEQ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | INFO PHEQ | -0.71%+0.94% | +5.08%+3.03% | +14.83%+8.67% | +20.04%+11.77% | n/an/a | n/an/a |
| Flows | INFO PHEQ | +$26M+$5M | +$35M+$7M | +$148M-$858K | +$155M+$31M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | INFO PHEQ | +11.16%+5.58% | +13.23%+6.63% | n/an/a | n/an/a |
| Max drawdown | INFO PHEQ | -2.59%-1.73% | -8.99%-3.96% | n/an/a | n/an/a |
| Max drawdown duration | INFO PHEQ | 29d19d | 75d86d | n/an/a | n/an/a |
Trading data
INFO | PHEQ | |
Last sale 9/11/2026 at 1:30 PM | $35.31 | |
| Previous close 09/10/2026 | $35.14 | |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
INFO | PHEQ | |
|---|---|---|
| Last price | – | $35.31 |
| 1D performance | – | +0.48% |
| AuM | $885.47 M | $148.22 M |
| E/R | 0.35% | 0.29% |
Characteristics
INFO | PHEQ | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Harbor Capital | Morgan Stanley |
| Benchmark | - | - |
| N° of holdings | 143 | 169 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 8, 2024 | October 19, 2023 |
| ESG | No | No |
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Exposure
Countries
INFO
USA
96.18%
Other
3.82%
PHEQ
USA
100.61%
Other
-0.61%
Sectors
INFO
Technology
45.85%
Finance
15.29%
Consumer Non-Cycl.
9.08%
Healthcare
8.11%
Industrials
7.69%
Other
13.98%
PHEQ
Technology
45.18%
Finance
14.44%
Consumer Non-Cycl.
10.18%
Healthcare
9.19%
Industrials
7.28%
Other
13.74%
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Diversification
INFO
Total weight of top 15 holdings out of 15
46.31%
PHEQ
Total weight of top 15 holdings out of 15
47.46%
Top 15 holdings
Data as of July 31, 2026
INFO
Apple, Inc.
8.27%
NVIDIA Corp.
7.81%
Alphabet, Inc.
5.98%
Microsoft Corp.
5.22%
Broadcom Inc.
3.10%
Amazon.com, Inc.
3.02%
Meta Platforms, Inc.
2.06%
Eli Lilly & Co.
1.86%
Micron Technology, Inc.
1.74%
Johnson & Johnson
1.51%
AbbVie, Inc.
1.33%
Philip Morris International, Inc.
1.27%
Advanced Micro Devices, Inc.
1.12%
NextEra Energy, Inc.
1.03%
Tesla, Inc.
0.98%
PHEQ
NVIDIA Corp.
7.65%
Apple, Inc.
7.46%
Microsoft Corp.
5.54%
Amazon.com, Inc.
4.39%
Alphabet, Inc.
3.43%
Broadcom Inc.
3.03%
Alphabet, Inc.
3.00%
Meta Platforms, Inc.
1.95%
JPMorgan Chase & Co.
1.83%
Eli Lilly & Co.
1.79%
Tesla, Inc.
1.60%
Micron Technology, Inc.
1.53%
Johnson & Johnson
1.45%
ExxonMobil Holdings Corp.
1.44%
Berkshire Hathaway, Inc.
1.37%
Frequently asked questions about INFO and PHEQ
How have the INFO and PHEQ ETFs performed in 2026?
As of September 11, 2026, INFO is up 14.83% year-to-date (YTD), while PHEQ has returned 8.67%. That puts INFO better performer ahead so far this year.
Which ETF is attracting more investor money: INFO or PHEQ?
Year-to-date, the INFO ETF saw +$148M in flows, compared to -$858K for PHEQ.
Which ETF is more volatile: INFO or PHEQ?
Over the past year, INFO had a volatility of 13.23%, while PHEQ experienced 6.63%.
Which ETF is bigger: INFO or PHEQ?
As of September 11, 2026, INFO holds $885.47 M in assets under management (AUM), while PHEQ manages $148.22 M.
What sectors do the INFO and PHEQ ETFs invest in?
INFO leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, PHEQ focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the INFO ETF and PHEQ ETF?
INFO top holdings include Apple, Inc., NVIDIA Corp. and Alphabet, Inc.. PHEQ holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: INFO or PHEQ?
INFO holds 143 securities with 46.31% of its assets in the top 15. PHEQ has 171 securities and a top 15 weight of 47.46%.
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Latest news about INFO & PHEQ
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