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%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B1.3

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.31%+14.3%+14.7%[…][…]−9.2%13.4%$958M1.7

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 · $958M[…]

INFO

SCHB

Schwab U.S. Broad Market ETF · $44.9B$17,270

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

INFOMeasureSCHB

+14.3%Year to dateJan 1 → Nov 4+13.3%

+14.7%1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

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

0.31%Trailing 12-mo yield$31 · $104 a year on $10k1.04%

−9.2%Worst dropSmaller is better−8.9%

13.4%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

+14.7%

past year

SCHBSchwab

+13.3%

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

+14.3%

SCHBSchwab

+13.3%

+14.3%Year to date+13.3%

−9.2%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.1%

0.3%Yield1.0%

$958MAssets$44.9B

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

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

INFO0.31%$31

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

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

+14.7%INFO, at 13.4% volatility

SCHBWorst drop−8.9%13.1% vol

INFOWorst drop−9.2%13.4% vol

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

Paid More vs Made More

YTD

SCHBINFO

+13.3%Year to date+14.3%

1.0%Yield0.3%

+13.3%Past year+14.7%

0.03%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026