Compare · 2 funds side by side · dividends reinvested

INFO and SCHB

INFOHarbor×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

INFO and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.3

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 4, 2026 · returns include dividends · since: INFO 2024 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

INFO

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 52.3% in common

INFOMeasureSCHB

+12.7%Year to dateJan 1 → Nov 4+11.6%

+13.3%1 yearTotal return+11.7%

[…]3 years · per year$10,000 became […] · $18,993+23.8%

[…]5 years · per year$10,000 became […] · $16,894+11.1%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.31%Trailing 12-mo yield$31 · $106 a year on $10k1.06%

−9.2%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.1%

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

2–4SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INFO vs SCHB: Top 5 Holdings

Today

INFO

30.8%in top 5

SCHB

in top 524.4%

INFOStockSCHB

8.3%NVDA6.8%

8.0%AAPL6.6%

6.1%MSFT5.3%

4.9%GOOGL2.2%

3.4%AMZN3.4%

Held in common52.3%

End-of-day Nov 4, 2026 · share of each fund

INFO vs SCHB Returns, Every Period

HarborINFO

+13.3%

past year

SCHBSchwab

+11.7%

past year

INFOSCHBFaded: behind in that period

2–0INFO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

INFO vs SCHB

YTD

HarborINFO

+12.7%

SCHBSchwab

+11.6%

+12.7%Year to date+11.6%

−9.2%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.1%

0.3%Yield1.1%

$940MAssets$44.0B

3–1SCHB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INFO, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

INFO0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: INFO, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

INFO0.31%$31

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

INFO$31 − $35 = −$4

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: INFO, SCHB

Today

52.3%most shared, INFO and SCHB

INFOSCHB

INFO—52.3%

SCHB52.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%INFO, at 13.3% volatility

SCHBWorst drop−8.9%13.1% vol

INFOWorst drop−9.2%13.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBINFO

+11.6%Year to date+12.7%

1.1%Yield0.3%

+11.7%Past year+13.3%

0.03%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 4, 2026

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 4, 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 4, 2026