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$16,575IWB · 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%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B1.3

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.32%+9.5%+10.3%[…][…]−9.2%14.1%$918M1.7

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

End-of-day Nov 6, 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 · $918M[…]

INFO

IWB

iShares Russell 1000 ETF · $46.6B$16,575

$10,000 five years ago, dividends reinvested · they hold 53.5% in common

INFOMeasureIWB

+9.5%Year to dateJan 1 → Nov 6+8.5%

+10.3%1 yearTotal return+9.6%

[…]3 years · per year$10,000 became […] · $17,966+21.6%

[…]5 years · per year$10,000 became […] · $16,575+10.6%

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

0.32%Trailing 12-mo yield$32 · $95 a year on $10k0.95%

−9.2%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.6%

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

2–4IWB wins

End-of-day Nov 6, 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

31.5%in top 5

IWB

in top 525.6%

INFOStockIWB

8.6%AAPL7.1%

7.6%NVDA6.6%

6.5%MSFT5.8%

5.1%GOOGL2.4%

3.7%AMZN3.6%

Held in common53.5%

End-of-day Nov 6, 2026 · share of each fund

INFO vs IWB Returns, Every Period

HarborINFO

+10.3%

past year

IWBiShares

+9.6%

past year

INFOIWBFaded: behind in that period

2–0INFO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

INFO vs IWB

YTD

HarborINFO

+9.5%

IWBiShares

+8.5%

+9.5%Year to date+8.5%

−9.2%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.6%

0.3%Yield0.9%

$918MAssets$46.6B

3–1IWB wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: INFO, IWB

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

INFO0.32%$32

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

INFO$32 − $35 = −$3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: INFO, IWB

Today

53.5%most shared, INFO and IWB

INFOIWB

INFO—53.5%

IWB53.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.3%INFO, at 14.1% volatility

IWBWorst drop−8.9%13.6% vol

INFOWorst drop−9.2%14.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWBINFO

+8.5%Year to date+9.5%

0.9%Yield0.3%

+9.6%Past year+10.3%

0.15%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026