Compare · 2 funds side by side · dividends reinvested

INFO and SPY

INFOHarbor×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

INFO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.3

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.31%+14.3%+14.7%[…][…]−9.2%13.4%$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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

INFO

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 56.6% in common

INFOMeasureSPY

+14.3%Year to dateJan 1 → Nov 4+13.3%

+14.7%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

0.31%Trailing 12-mo yield$31 · $99 a year on $10k0.99%

−9.2%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer12.9%

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

2–4SPY 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 SPY: Top 5 Holdings

Today

INFO

30.8%in top 5

SPY

in top 527.3%

INFOStockSPY

8.3%NVDA7.7%

8.0%AAPL7.4%

6.1%MSFT5.9%

4.9%GOOGL2.5%

3.4%AMZN3.8%

Held in common56.6%

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

INFO vs SPY Returns, Every Period

HarborINFO

+14.7%

past year

SPYSPDR

+13.4%

past year

INFOSPYFaded: behind in that period

2–0INFO wins

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

Stocks vs Core: INFO vs SPY

YTD

HarborINFO

+14.3%

SPYSPDR

+13.3%

+14.3%Year to date+13.3%

−9.2%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y12.9%

0.3%Yield1.0%

$940MAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: INFO, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

INFO0.35%$35

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

Yields: INFO, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

INFO0.31%$31

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

INFO$31 − $35 = −$4

KeptFee

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

Overlap: INFO, SPY

Today

56.6%most shared, INFO and SPY

INFOSPY

INFO—56.6%

SPY56.6%—

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

SPYWorst drop−8.9%12.9% 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

SPYINFO

+13.3%Year to date+14.3%

1.0%Yield0.3%

+13.4%Past year+14.7%

0.09%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM 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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026