Compare · 2 funds side by side · dividends reinvested

SCHD and INFO

SCHDSchwab×INFOHarbor×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

SCHD and INFO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.31%+14.3%+14.7%[…][…]−9.2%13.4%$958M2.0

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: SCHD 2011 · INFO 2024

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

INFO

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

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

SCHDMeasureINFO

+35.3%Year to dateJan 1 → Nov 4+14.3%

+41.6%1 yearTotal return+14.7%

+21.4%3 years · per year$10,000 became $17,908 · […][…]

+11.0%5 years · per year$10,000 became $16,881 · […][…]

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

2.91%Trailing 12-mo yield$291 · $31 a year on $10k0.31%

−6.9%Worst dropSmaller is better−9.2%

11.5%VolatilityLower is calmer13.4%

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

6–0SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs INFO: Top 5 Holdings

Today

SCHD

21.6%in top 5

INFO

in top 530.8%

SCHDStockINFO

not top 5NVDA8.3%

not top 5AAPL8.0%

not top 5MSFT6.1%

not top 5GOOGL4.9%

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

not top 5AMZN3.4%

Held in common4.5%

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

SCHD vs INFO Returns, Every Period

SchwabSCHD

+41.6%

past year

INFOHarbor

+14.7%

past year

SCHDINFOFaded: behind in that period

2–0SCHD wins

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

Income vs Stocks: SCHD vs INFO

YTD

SchwabSCHD

+35.3%

INFOHarbor

+14.3%

+35.3%Year to date+14.3%

−6.9%Worst drop · 1Y−9.2%

11.5%Volatility · 1Y13.4%

2.9%Yield0.3%

$123BAssets$958M

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, INFO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

INFO0.35%$35

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

Yields: SCHD, INFO

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

INFO0.31%$31

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

INFO$31 − $35 = −$4

KeptFee

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

Overlap: SCHD, INFO

Today

4.5%most shared, SCHD and INFO

SCHDINFO

SCHD—4.5%

INFO4.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% 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

SCHDINFO

+35.3%Year to date+14.3%

2.9%Yield0.3%

+41.6%Past year+14.7%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026