Compare · 2 funds side by side · dividends reinvested

INFO and IWB

INFOHarbor×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

INFO and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.3

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.31%+12.7%+13.3%[…][…]−9.2%13.3%$940M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: INFO 2024 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor PanAgora Dynamic Large Cap Core ETF · $940M[…]

INFO

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 53.8% in common

INFOMeasureIWB

+12.7%Year to dateJan 1 → Nov 3+11.3%

+13.3%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

0.35%Expense ratio$35 · $15 a year on $10k · lower is better0.15%

0.31%Trailing 12-mo yield$31 · $92 a year on $10k0.92%

−9.2%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer12.8%

INFOIWB Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4IWB wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INFO vs IWB: Top 5 Holdings

Today

INFO

30.7%in top 5

IWB

in top 525.2%

INFOStockIWB

8.2%AAPL7.1%

8.2%NVDA6.8%

6.0%MSFT5.6%

4.9%GOOGL2.3%

3.4%AMZN3.3%

Held in common53.8%

End-of-day Nov 3, 2026 · share of each fund

INFO vs IWB Returns, Every Period

HarborINFO

+13.3%

past year

IWBiShares

+11.6%

past year

INFOIWBFaded: behind in that period

2–0INFO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

INFO vs IWB

YTD

HarborINFO

+12.7%

IWBiShares

+11.3%

+12.7%Year to date+11.3%

−9.2%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y12.8%

0.3%Yield0.9%

$940MAssets$47.8B

3–1IWB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INFO, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

INFO0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: INFO, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

INFO0.31%$31

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

INFO$31 − $35 = −$4

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: INFO, IWB

Today

53.8%most shared, INFO and IWB

INFOIWB

INFO—53.8%

IWB53.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%INFO, at 13.3% volatility

IWBWorst drop−8.9%12.8% vol

INFOWorst drop−9.2%13.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWBINFO

+11.3%Year to date+12.7%

0.9%Yield0.3%

+11.6%Past year+13.3%

0.15%Fee0.35%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026