Compare · 3 funds side by side · dividends reinvested

INFO, VTV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

INFO, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.31%+12.2%+14.4%[…][…]−9.2%14.2%$918M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: INFO 2024 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor PanAgora Dynamic Large Cap Core ETF · $918M[…]

INFO

VTV

Vanguard Morningstar Value ETF · $184B$17,865

$10,000 five years ago, dividends reinvested · they hold 25.7% in common

INFOMeasureVTV

+12.2%Year to dateJan 1 → Nov 9+20.9%

+14.4%1 yearTotal return+25.4%

[…]3 years · per year$10,000 became […] · $17,700+21.0%

[…]5 years · per year$10,000 became […] · $17,865+12.3%

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

0.31%Trailing 12-mo yield$31 · $183 a year on $10k1.83%

−9.2%Worst dropSmaller is better−6.4%

14.2%VolatilityLower is calmer10.8%

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

0–6VTV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INFO vs VTV: Top 5 Holdings

Today

INFO

31.5%in top 5

VTV

in top 515.8%

INFOStockVTV

8.6%AAPLnot top 5

7.7%NVDAnot top 5

6.5%MSFTnot top 5

5.1%GOOGLnot top 5

not top 5MU4.6%

3.7%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common25.7%

End-of-day Nov 9, 2026 · share of each fund

INFO vs VTV Returns, Every Period

HarborINFO

+14.4%

past year

VTVVanguard

+25.4%

past year

INFOVTVFaded: behind in that period

0–2VTV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

INFO vs VTV

YTD

HarborINFO

+12.2%

VTVVanguard

+20.9%

+12.2%Year to date+20.9%

−9.2%Worst drop · 1Y−6.4%

14.2%Volatility · 1Y10.8%

0.3%Yield1.8%

$918MAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INFO, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

INFO0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: INFO, VTV, IWF

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IWF0.38%$38

INFO0.31%$31

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWF$38 − $18 = $20

INFO$31 − $35 = −$4

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: INFO, VTV, IWF

Today

48.4%most shared, INFO and IWF

INFOVTVIWF

INFO—25.7%48.4%

VTV25.7%—11.8%

IWF48.4%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

INFOWorst drop−9.2%14.2% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVINFO

+20.9%Year to date+12.2%

1.8%Yield0.3%

+25.4%Past year+14.4%

0.03%Fee0.35%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026