INFO vs JPEF
Harbor PanAgora Dynamic Large Cap Core ETF vs JPMorgan Equity Focus ETF
Which is better, INFO or JPEF?
Nearly the same fund. INFO costs less.
INFO has a lower expense ratio. INFO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. INFO is less concentrated, with 42.4% of the fund in its ten largest positions against 45.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | INFO | JPEF |
|---|---|---|
| Expense Ratio | 0.35%Best | 0.44% |
| AUM | $956M | $2.1B |
| Dividend Yield | 0.31% | 0.64% |
| Holdings | 270 | 84 |
| YTD Return | +15.29%Best | +9.64% |
| 1Y Return | +19.78%Best | +11.56% |
| 3Y Return (annualized) | - | +19.60% |
| Volatility (annualized) | 12.8% | 11.6%Best |
| Max Drawdown | -19.6% | -18.1%Best |
| $10,000 over 2 years | $14,109Best | $12,531 |
| Top 10 Weight | 42.4%Best | 45.8% |
| Fund Family | Harbor Funds | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 8, 2024 | Mar 10, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 10, 2024 to Oct 14, 2026 (2 years).
INFO vs JPEF growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.
INFO vs JPEF Performance
Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is an ETF from Harbor Funds and JPMorgan Equity Focus ETF (JPEF) is an ETF from J.P. Morgan Asset Management. Over the past year INFO returned +19.78% while JPEF returned +11.56%. Year to date, INFO is up 15.29% versus a gain of 9.64% for JPEF.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INFO has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 11.6% for JPEF. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.6% for INFO and -18.1% for JPEF. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
INFO charges 0.35% per year while JPEF charges 0.44%. On a $10,000 position that is $35 vs $44 annually, a gap of $9 per year that compounds over a long holding period. On income, INFO currently yields 0.31% against 0.64% for JPEF.
Holdings Overlap
43.0% of INFO's money is in holdings JPEF also owns. 59.8% of JPEF's money is in holdings INFO also owns.
The two portfolios partly overlap.
20 positions in common, counted across the 151 positions we hold weights for in INFO and 41 in JPEF, against full books of 270 and 84.
What only one of them owns
Our book lists 20 positions for JPEF that do not appear in our book for INFO (38.5% of the fund), and 116 for INFO that do not appear in JPEF (56.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in INFO | Weight in JPEF | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 9.16% | 9.59% | 0.43% |
| AAPLApple Inc | 7.87% | 5.69% | 2.18% |
| MSFTMicrosoft Corp_None_0 | 5.94% | 5.05% | 0.89% |
| AMZNAmazon.Com Inc | 3.37% | 4.50% | 1.13% |
| METAMeta Platforms, Inc. | 2.66% | 2.36% | 0.30% |
| JNJJohnson & Johnson - Common | 1.60% | 3.24% | 1.64% |
| AVGOBroadcom Inc | 2.00% | 2.80% | 0.80% |
| MUMicron Technology, Inc. | 2.03% | 2.45% | 0.42% |
| AMDAdvanced Micro Devices Inc. | 1.74% | 2.74% | 1.00% |
| ADIAnalog Devices, Inc. | 0.96% | 3.08% | 2.12% |
59.8% of JPEF is already inside INFO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, INFO or JPEF?
INFO has an expense ratio of 0.35% while JPEF charges 0.44%. INFO is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, INFO or JPEF?
Over the past year INFO returned +19.78% vs +11.56% for JPEF, so INFO leads on 1-year performance. Over the longest common window we track (2 years), INFO annualized +18.78% vs +11.94% for JPEF. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, INFO or JPEF?
INFO has been the more volatile fund at 12.8% annualized versus 11.6% for JPEF. Worst drawdown: INFO -19.6% vs JPEF -18.1%.
Should I hold both INFO and JPEF?
INFO and JPEF have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between INFO and JPEF?
59.8% of JPEF's money is in holdings INFO also owns. 59.8% of JPEF's is in holdings INFO also owns. They hold 20 positions in common, counted across the 151 positions we hold weights for in INFO and 41 in JPEF.
Which pays a higher dividend, INFO or JPEF?
INFO yields 0.31% while JPEF yields 0.64%, so JPEF currently pays the higher dividend yield.
Is JPEF better than INFO?
INFO has a lower expense ratio. INFO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. INFO is less concentrated, with 42.4% of the fund in its ten largest positions against 45.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.