Compare · 3 funds side by side · dividends reinvested

INFO, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,348SCHB · best of the three

02 / 04

INFO, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B1.3

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.32%+9.1%+10.7%[…][…]−9.2%14.1%$958M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: INFO 2024 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor PanAgora Dynamic Large Cap Core ETF · $958M[…]

INFO

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

$10,000 five years ago, dividends reinvested · they hold 52.2% in common

INFOMeasureSCHB

+9.1%Year to dateJan 1 → Nov 5+8.4%

+10.7%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,100+21.9%

[…]5 years · per year$10,000 became […] · $16,348+10.3%

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

0.32%Trailing 12-mo yield$32 · $109 a year on $10k1.09%

−9.2%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.8%

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

2–4SCHB wins

End-of-day Nov 5, 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

31.3%in top 5

SCHB

in top 524.8%

INFOStockSCHB

8.4%AAPL6.9%

7.9%NVDA6.5%

6.5%MSFT5.6%

5.0%GOOGL2.3%

3.6%AMZN3.5%

Held in common52.2%

End-of-day Nov 5, 2026 · share of each fund

INFO vs SCHB Returns, Every Period

HarborINFO

+10.7%

past year

SCHBSchwab

+9.8%

past year

INFOSCHBFaded: behind in that period

2–0INFO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

INFO vs SCHB

YTD

HarborINFO

+9.1%

SCHBSchwab

+8.4%

+9.1%Year to date+8.4%

−9.2%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.8%

0.3%Yield1.1%

$958MAssets$44.9B

3–1SCHB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INFO, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

INFO0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: INFO, SCHB, IWF

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

IWF0.39%$39

INFO0.32%$32

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

INFO$32 − $35 = −$3

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: INFO, SCHB, IWF

Today

53.3%most shared, SCHB and IWF

INFOSCHBIWF

INFO—52.2%48.6%

SCHB52.2%—53.3%

IWF48.6%53.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.7%INFO, at 14.1% volatility

SCHBWorst drop−8.9%13.8% vol

INFOWorst drop−9.2%14.1% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBINFO

+8.4%Year to date+9.1%

1.1%Yield0.3%

+9.8%Past year+10.7%

0.03%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026