Compare · 3 funds side by side · dividends reinvested

IWB, INFO and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,575IWB · best of the three

02 / 04

IWB, INFO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B1.5

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.32%+9.5%+10.3%[…][…]−9.2%14.1%$913M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: IWB 2000 · INFO 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.6B$16,575

IWB

INFO

Harbor PanAgora Dynamic Large Cap Core ETF · $913M[…]

$10,000 five years ago, dividends reinvested · they hold 53.5% in common

IWBMeasureINFO

+8.5%Year to dateJan 1 → Nov 6+9.5%

+9.6%1 yearTotal return+10.3%

+21.6%3 years · per year$10,000 became $17,966 · […][…]

+10.6%5 years · per year$10,000 became $16,575 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

0.95%Trailing 12-mo yield$95 · $32 a year on $10k0.32%

−8.9%Worst dropSmaller is better−9.2%

13.6%VolatilityLower is calmer14.1%

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

4–2IWB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWB vs INFO: Top 5 Holdings

Today

IWB

25.6%in top 5

INFO

in top 531.5%

IWBStockINFO

7.1%AAPL8.6%

6.6%NVDA7.6%

5.8%MSFT6.5%

2.4%GOOGL5.1%

3.6%AMZN3.7%

Held in common53.5%

End-of-day Nov 6, 2026 · share of each fund

IWB vs INFO Returns, Every Period

iSharesIWB

+9.6%

past year

INFOHarbor

+10.3%

past year

IWBINFOFaded: behind in that period

0–2INFO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWB vs VUG

YTD

iSharesIWB

+8.5%

VUGVanguard

+1.4%

+8.5%Year to date+1.4%

−8.9%Worst drop · 1Y−15.1%

13.6%Volatility · 1Y19.0%

0.9%Yield0.4%

$46.6BAssets$233B

4–0IWB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWB, INFO, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

INFO0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWB, INFO, VUG

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

VUG0.42%$42

INFO0.32%$32

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

VUG$42 − $3 = $39

INFO$32 − $35 = −$3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWB, INFO, VUG

Today

53.5%most shared, IWB and INFO

IWBINFOVUG

IWB—53.5%52.0%

INFO53.5%—48.0%

VUG52.0%48.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.3%INFO, at 14.1% volatility

IWBWorst drop−8.9%13.6% vol

INFOWorst drop−9.2%14.1% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWBINFO

+8.5%Year to date+9.5%

0.9%Yield0.3%

+9.6%Past year+10.3%

0.15%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026