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INFOvsPHEQETF Comparison

ETF 1

INFO

Harbor PanAgora Dynamic Large Cap Core ETF

This fund is part of

US Large Cap

+0.06%

Full INFO fund page

VS

ETF 2

PHEQ

Parametric Hedged Equity ETF

This fund is part of

Options Strategies

-0.03%

Full PHEQ fund page

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. INFO's top 3 sector exposures are Information Technology, Financials and Communication Services. In contrast, PHEQ's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. INFO is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.29% for PHEQ. INFO is up 5.11% year-to-date (YTD) with +$97M in YTD flows. PHEQ performs worse with 3.35% YTD performance, and -$10M 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

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	INFO PHEQ	+12.90%+6.66%	+2.76%+2.84%	+5.11%+3.35%	+33.85%+19.66%	n/an/a	n/an/a
Flows	INFO PHEQ	+$31M+$5M	+$75M-$8M	+$97M-$10M	+$603M+$23M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	INFO PHEQ	+15.75%+8.36%	+13.02%+7.12%	n/an/a	n/an/a
Max drawdown	INFO PHEQ	-8.99%-3.73%	-8.99%-3.96%	n/an/a	n/an/a
Max drawdown duration	INFO PHEQ	75d57d	75d86d	n/an/a	n/an/a

Trading data

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	INFO	PHEQ
Last sale 4/30/2026 at 1:30 PM		$33.83
Previous close 04/29/2026		$33.65
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/30/2026 at 1:30 PM

Live

Closed

	INFO	PHEQ
Last price	–	$33.83
1D performance	–	+0.53%
AuM	$763.54 M	$132.76 M
E/R	0.35%	0.29%

Characteristics

	INFO	PHEQ
Management strategy	Active	Active
Provider	Harbor Capital	Morgan Stanley
Benchmark	-	-
N° of holdings	137	173
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	October 8, 2024	October 19, 2023
ESG	No	No

More INFO data on Trackinsight

More PHEQ data on Trackinsight

Exposure

Countries

INFO

USA

95.29%

Other

4.71%

PHEQ

USA

93.2%

Other

6.8%

Sectors

INFO

Information Techn.

32.66%

Financials

11.36%

Communication Ser.

9.61%

Consumer Discreti.

8.86%

Health Care

8.76%

Industrials

8.52%

Other

20.24%

PHEQ

Information Techn.

33.71%

Communication Ser.

10.57%

Consumer Discreti.

9.49%

Financials

9.34%

Health Care

8.92%

Industrials

7.64%

Other

20.33%

Diversification

INFO

Total weight of top 15 holdings out of 15

45.78%

PHEQ

Total weight of top 15 holdings out of 15

43.64%

Top 15 holdings

Data as of March 31, 2026

INFO

NVIDIA

7.91%

APPLE

7.42%

ALPHABET INC-CL

6.05%

MICROSOFT-T

4.82%

BROADCOM LIMITED

3.17%

AMAZON.COM INC

3.03%

META PLATFORMS

2.57%

LILLY

1.77%

COSTCO WHOLESALE

1.47%

JOHNSON&JOHNSON

1.46%

TESLA

1.35%

MASTERCARD

1.29%

PHILLIP MORRIS

1.24%

WELLS FARGO

1.15%

ABBVIE

1.10%

PHEQ

NVIDIA

7.24%

APPLE

6.63%

MICROSOFT-T

4.74%

AMAZON.COM INC

3.62%

ALPHABET INC-CL

3.05%

ALPHABET INC-CL

2.65%

BROADCOM LIMITED

2.59%

META PLATFORMS

2.22%

TESLA

1.89%

EXXON

1.78%

JPMORGAN CHASE

1.65%

LILLY

1.58%

JOHNSON&JOHNSON

1.51%

BERKSHIRE HATHWAY

1.38%

VISA INCORPORATION

1.11%

Frequently asked questions about INFO and PHEQ

How have the INFO and PHEQ ETFs performed in 2026?

As of April 28, 2026, INFO is up 5.11% year-to-date (YTD), while PHEQ has returned 3.35%. 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 +$97M in flows, compared to -$10M for PHEQ.

Which ETF is more volatile: INFO or PHEQ?

Over the past year, INFO had a volatility of 13.02%, while PHEQ experienced 7.12%.

Which ETF is bigger: INFO or PHEQ?

As of April 28, 2026, INFO holds $763.54 M in assets under management (AUM), while PHEQ manages $132.76 M.

What sectors do the INFO and PHEQ ETFs invest in?

INFO leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, PHEQ focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the INFO ETF and PHEQ ETF?

INFO top holdings include NVIDIA, APPLE and ALPHABET INC-CL. PHEQ holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: INFO or PHEQ?

INFO holds 139 securities with 45.78% of its assets in the top 15. PHEQ has 182 securities and a top 15 weight of 43.64%.

Parametric's Innovation Continues Under New Leadership from Morgan Stanley with Launch of PHEQ and PAPI

November 16, 2023

PHEQ

INFOvsPHEQETF Comparison

Harbor PanAgora Dynamic Large Cap Core ETF

Parametric Hedged Equity ETF

INFO vs PHEQ performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the INFO and PHEQ ETFs performed in 2026?

As of April 28, 2026, INFO is up 5.11% year-to-date (YTD), while PHEQ has returned 3.35%. 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 +$97M in flows, compared to -$10M for PHEQ.

Which ETF is more volatile: INFO or PHEQ?

Over the past year, INFO had a volatility of 13.02%, while PHEQ experienced 7.12%.

Which ETF is bigger: INFO or PHEQ?

As of April 28, 2026, INFO holds $763.54 M in assets under management (AUM), while PHEQ manages $132.76 M.

What sectors do the INFO and PHEQ ETFs invest in?

INFO leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, PHEQ focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the INFO ETF and PHEQ ETF?

INFO top holdings include NVIDIA, APPLE and ALPHABET INC-CL. PHEQ holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: INFO or PHEQ?

INFO holds 139 securities with 45.78% of its assets in the top 15. PHEQ has 182 securities and a top 15 weight of 43.64%.

Parametric's Innovation Continues Under New Leadership from Morgan Stanley with Launch of PHEQ and PAPI

Calamos Investments Powers the Next Phase of the Autocallable Revolution