INFO vs CLSE
Comparison between Harbor PanAgora Dynamic Large Cap Core ETF (INFO, ETF) and CONVERGENCE LONG/SHORT EQUITY ETF (CLSE, ETF).
INFO vs CLSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
INFO
$843M
CLSE
$842M
Expense Ratio
Winner
INFO
0.35%
CLSE
1.52%
Max Drawdown
INFO
19.60%
Winner
CLSE
16.55%
Sharpe Ratio
INFO
1.42
Winner
CLSE
2.15
5Y Beta
INFO
0.99
Winner
CLSE
0.63
P/E Ratio
INFO
23.90
CLSE
N/A
Forward P/E
INFO
19.27
CLSE
N/A
PEG Ratio
INFO
0.13
CLSE
N/A
5Y EPS CAGR
INFO
29.10%
CLSE
N/A
Debt to Equity
INFO
79.62%
CLSE
N/A
P/S Ratio
INFO
2.97
CLSE
N/A
P/B Ratio
INFO
5.28
CLSE
N/A
INFO vs CLSE - Holdings Comparison
INFO and CLSE have 52 common holdings. Overlap is 30.71%
INFO's top 25 holdings weight is 56.01%. CLSE's top 25 holdings weight is 82.97%.
| Rank | INFO | CLSE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.12% | OTHER ASSETS AND LIABILITIES (n/a) - 39.83% |
| #2 | APPLE INC (AAPL) - 7.39% | NVIDIA CORP (NVDA) - 6.26% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.57% | BROADCOM INC (AVGO) - 4.22% |
| #4 | MICROSOFT CORP (MSFT) - 5.54% | AMAZON.COM INC (AMZN) - 2.96% |
| #5 | AMAZON.COM INC (AMZN) - 3.58% | MICRON TECHNOLOGY INC (MU) - 2.81% |
| #6 | BROADCOM INC (AVGO) - 3.07% | ALPHABET INC CLASS A (GOOGL) - 2.55% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.22% | ALPHABET INC CLASS C (GOOG) - 2.55% |
| #8 | ELI LILLY AND CO (LLY) - 1.77% | LAM RESEARCH CORP (LRCX) - 1.75% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.62% | META PLATFORMS INC CLASS A (META) - 1.65% |
| #10 | JOHNSON & JOHNSON (JNJ) - 1.47% | n/a (DELL) - 1.62% |
| #11 | ABBVIE INC (ABBV) - 1.24% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.58% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.22% | ADVANCED MICRO DEVICES INC (AMD) - 1.54% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.10% | FORTINET INC (FTNT) - 1.44% |
| #14 | TESLA INC (TSLA) - 1.01% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.43% |
| #15 | NEXTERA ENERGY INC (NEE) - 1.00% | ARISTA NETWORKS INC (ANET) - 1.39% |
| #16 | BANK OF NEW YORK MELLON CORP (BNY) - 0.95% | MICROSOFT CORP (MSFT) - 1.36% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.95% | MANHATTAN ASSOCIATES INC (MANH) - 1.17% |
| #18 | EOG RESOURCES INC (EOG) - 0.95% | TARGET CORP (TGT) - 1.16% |
| #19 | BANK OF AMERICA CORP (BAC) - 0.94% | VERISIGN INC (VRSN) - 1.12% |
| #20 | ANALOG DEVICES INC (ADI) - 0.92% | BANK OF AMERICA CORP (BAC) - 1.12% |
| #21 | GE AEROSPACE (GE) - 0.90% | ZIONS BANCORP NA (ZION) - 0.71% |
| #22 | WALMART INC (WMT) - 0.89% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.70% |
| #23 | GENERAL MOTORS CO (GM) - 0.89% | n/a (TXG) - 0.69% |
| #24 | STATE STREET CORP (STT) - 0.86% | EMCOR GROUP INC (EME) - 0.68% |
| #25 | n/a (JCI) - 0.84% | AERCAP HOLDINGS NV (AER) - 0.68% |
| Total Holdings | 147 | 321 |
INFO vs CLSE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INFO
+1.96%
CLSE
-2.55%
3M
Winner
INFO
+4.92%
CLSE
+0.88%
6M
INFO
+13.31%
Winner
CLSE
+15.68%
1Y
INFO
+24.74%
Winner
CLSE
+38.05%
5Y(CAGR)
INFO
N/A
CLSE
+19.96%
Max(CAGR)
INFO
+19.84%
Winner
CLSE
+19.96%
INFO vs CLSE - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | INFO | CLSE |
|---|---|---|
| 2026 | +14.28% | +20.67% |
| 2025 | +19.87% | +19.81% |
| 2024 | +2.19% | +36.85% |
| 2023 | N/A | +17.91% |
| 2022 | N/A | -3.03% |
INFO vs CLSE Drawdown Comparison
The maximum drawdown for INFO was -19.60%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for CLSE was -16.45%, occurring on Apr 4, 2025. Recovery took 130 trading sessions.
The current INFO drawdown is -1.88%. The current CLSE drawdown is -3.40%.
| Rank | INFO | CLSE |
|---|---|---|
| #1 | -19.60% Jan 23, 2025 - Jun 24, 2025 | -16.45% Jan 23, 2025 - Jul 31, 2025 |
| #2 | -8.98% Jan 28, 2026 - Apr 15, 2026 | -14.28% Apr 20, 2022 - Jul 17, 2023 |
| #3 | -4.96% Oct 29, 2025 - Dec 10, 2025 | -7.41% Jul 10, 2024 - Sep 19, 2024 |
| #4 | -4.62% Jun 2, 2026 - Jul 10, 2026 | -4.85% Feb 25, 2026 - Apr 7, 2026 |
| #5 | -3.86% Dec 6, 2024 - Jan 22, 2025 | -4.78% Oct 11, 2023 - Nov 9, 2023 |
| #6 | -3.09% Jan 9, 2026 - Jan 27, 2026 | -4.66% Apr 5, 2024 - May 8, 2024 |
| #7 | -2.90% Oct 8, 2025 - Oct 24, 2025 | -4.40% Nov 10, 2025 - Nov 28, 2025 |
| #8 | -2.68% Oct 14, 2024 - Nov 6, 2024 | -4.22% Dec 6, 2024 - Jan 21, 2025 |
| #9 | -2.61% Dec 11, 2025 - Dec 23, 2025 | -3.66% Mar 25, 2022 - Apr 20, 2022 |
| #10 | -2.46% Jul 15, 2026 - Aug 3, 2026 | -3.60% Jun 15, 2026 - Aug 20, 2026 |
| #11 | -2.39% Nov 11, 2024 - Nov 26, 2024 | -3.56% Mar 3, 2022 - Mar 15, 2022 |
| #12 | -2.30% Aug 13, 2026 - Aug 20, 2026 | -3.36% Jul 18, 2023 - Aug 31, 2023 |
| #13 | -2.17% Jul 28, 2025 - Aug 8, 2025 | -3.21% Sep 19, 2025 - Oct 24, 2025 |
| #14 | -2.15% May 14, 2026 - May 26, 2026 | -3.14% Jun 3, 2026 - Jun 15, 2026 |
| #15 | -1.72% Aug 14, 2025 - Aug 27, 2025 | -2.62% Feb 2, 2026 - Feb 6, 2026 |
Correlation
Correlation between INFO and CLSE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2025)
INFO vs CLSE dividend yield comparison.
| Year | INFO | CLSE |
|---|---|---|
| 2025 | 0.35% | 0.95% |
| 2024 | 0.16% | 0.93% |
| 2023 | 0.00% | 1.21% |
| 2022 | 0.00% | 0.85% |
Select Stocks to Compare
Popular: INFO vs SPYCLSE vs SPY
More Comparisons
Compare with similar stocks