Compare · 3 funds side by side · dividends reinvested

INFO, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

INFO, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.0

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.32%+9.1%+10.7%[…][…]−9.2%14.1%$958M2.3

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 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

INFO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

INFOMeasureSPYM

+9.1%Year to dateJan 1 → Nov 5+8.4%

+10.7%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

0.32%Trailing 12-mo yield$32 · $106 a year on $10k1.06%

−9.2%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.6%

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

2–4SPYM 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 SPYM: Top 5 Holdings

Today

INFO

31.3%in top 5

SPYM

in top 527.7%

INFOStockSPYM

8.4%AAPL7.7%

7.9%NVDA7.3%

6.5%MSFT6.2%

5.0%GOOGL2.6%

3.6%AMZN3.9%

Held in common56.6%

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

INFO vs SPYM Returns, Every Period

HarborINFO

+10.7%

past year

SPYMSPDR

+9.8%

past year

INFOSPYMFaded: behind in that period

2–0INFO wins

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

Stocks vs Core: INFO vs IVV

YTD

HarborINFO

+9.1%

IVViShares

+8.4%

+9.1%Year to date+8.4%

−9.2%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.6%

0.3%Yield1.1%

$958MAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: INFO, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

INFO0.35%$35

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

Yields: INFO, SPYM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.06%$106

INFO0.32%$32

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

INFO$32 − $35 = −$3

KeptFee

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

Overlap: INFO, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

INFOSPYMIVV

INFO—56.6%56.6%

SPYM56.6%—99.9%

IVV56.6%99.9%—

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

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

INFOWorst drop−9.2%14.1% vol

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

Paid More vs Made More

YTD

IVVINFO

+8.4%Year to date+9.1%

1.1%Yield0.3%

+9.7%Past year+10.7%

0.03%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026