Compare · 3 funds side by side · dividends reinvested

INFO, VUG and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

INFO, VUG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.4

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.31%+12.2%+14.4%[…][…]−9.2%14.2%$918M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

INFO

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 48.2% in common

INFOMeasureVUG

+12.2%Year to dateJan 1 → Nov 9+4.2%

+14.4%1 yearTotal return+4.7%

[…]3 years · per year$10,000 became […] · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

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

0.31%Trailing 12-mo yield$31 · $41 a year on $10k0.41%

−9.2%Worst dropSmaller is better−15.1%

14.2%VolatilityLower is calmer19.1%

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

4–2INFO 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 VUG: Top 5 Holdings

Today

INFO

31.5%in top 5

VUG

in top 545.2%

INFOStockVUG

7.7%NVDA13.5%

8.6%AAPL12.5%

6.5%MSFT9.7%

5.1%GOOGL5.2%

not top 5AVGO4.3%

3.7%AMZNnot top 5

Held in common48.2%

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

INFO vs VUG Returns, Every Period

HarborINFO

+14.4%

past year

VUGVanguard

+4.7%

past year

INFOVUGFaded: behind in that period

2–0INFO wins

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

Stocks vs Core: INFO vs IVV

YTD

HarborINFO

+12.2%

IVViShares

+11.3%

+12.2%Year to date+11.3%

−9.2%Worst drop · 1Y−8.9%

14.2%Volatility · 1Y13.8%

0.3%Yield1.1%

$918MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: INFO, VUG, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

INFO0.35%$35

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

Yields: INFO, VUG, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VUG0.41%$41

INFO0.31%$31

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VUG$41 − $3 = $38

INFO$31 − $35 = −$4

KeptFee

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

Overlap: INFO, VUG, IVV

Today

56.3%most shared, INFO and IVV

INFOVUGIVV

INFO—48.2%56.3%

VUG48.2%—55.1%

IVV56.3%55.1%—

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

Return vs Bumpiness: 3 ETFs

+14.4%INFO, at 14.2% volatility

IVVWorst drop−8.9%13.8% vol

INFOWorst drop−9.2%14.2% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IVVINFO

+11.3%Year to date+12.2%

1.1%Yield0.3%

+13.6%Past year+14.4%

0.03%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026