INFO vs VUG

AINFO

BVUG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common48.2%INFO and VUG

INFO

VUG

Harbor PanAgora Dynamic Large Cap Core ETF · $918MVanguard Morningstar Growth ETF · $233B

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

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

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

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

−9.2%Worst dropSmaller wins−15.1%

14.2%VolatilityLower wins19.1%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsINFO · VUG

8.6%AAPL12.5%

7.7%NVDA13.5%

6.5%MSFT9.7%

5.1%GOOGL5.2%

Held in common48.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AINFO	Harbor PanAgora Dynamic Large Cap Core ETFRead Desk	0.35%	0.31%	+2.4%	+12.2%	+14.4%	new	new	−9.2%	$918M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AINFO	Harbor PanAgora Dynamic Large Cap Core ETFRead Desk	0.35%	0.31%	+2.4%	+12.2%	+14.4%	new	new	−9.2%	$918M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

INFO vs VUG

INFO

Harbor PanAgora Dynamic Large Cap Core

[…]

VUG

Vanguard Morningstar Growth

$16,565

MeasureINFOVUG

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.31%0.41%

5 years, per year[…]+10.6%

3 years, per year[…]+22.9%

Worst drop · 1Y−9.2%−15.1%

Volatility · 1Y14.2%19.1%

2–2measures won
level

48.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

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