INFO vs VO

AINFO

BVO

Measures won0–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,590VO

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common12.5%INFO and VO

INFO

Harbor PanAgora Dynamic Large Cap Core ETF · $913MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $16,701+18.6%

[…]5 years · per year[…] · $13,590+6.3%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

0.32%12-mo yield$32 · $139 on $10k1.39%

−9.2%Worst dropSmaller wins−8.2%

14.1%VolatilityLower wins12.9%

0–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsINFO · VO

1.0%MPC1.1%

1.0%GM0.7%

0.6%NEM0.6%

0.6%CMI0.7%

Held in common12.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	AINFO	Harbor PanAgora Dynamic Large Cap Core ETFRead Desk		0.35%	0.32%	+0.4%	+9.5%	+10.3%	new	new	−9.2%	$913M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	AINFO	Harbor PanAgora Dynamic Large Cap Core ETFRead Desk		0.35%	0.32%	+0.4%	+9.5%	+10.3%	new	new	−9.2%	$913M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

INFO vs VO

INFO

Harbor PanAgora Dynamic Large Cap Core

[…]

Vanguard Morningstar Mid-Cap

$13,590

MeasureINFOVO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.32%1.39%

5 years, per year[…]+6.3%

3 years, per year[…]+18.6%

Worst drop · 1Y−9.2%−8.2%

Volatility · 1Y14.1%12.9%

4–0measures won
VO first

12.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: INFO, VO

Today

12.5%most shared, INFO and VO

INFOVO

INFO—12.5%

VO12.5%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

INFO$32 − $35 = −$3

KeptFee

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