IWB vs INFO

AIWB

BINFO

Measures won4–0IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

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

Held in common53.7%IWB and INFO

IWB

INFO

iShares Russell 1000 ETF · $47.8BHarbor PanAgora Dynamic Large Cap Core ETF · $940M

+23.9%3 years · per year$19,023 · […][…]

+11.8%5 years · per year$17,459 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

0.91%12-mo yield$91 · $31 on $10k0.31%

−8.9%Worst dropSmaller wins−9.2%

12.9%VolatilityLower wins13.4%

4–0IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWB · INFO

6.9%NVDA8.3%

6.9%AAPL8.0%

5.5%MSFT6.1%

3.5%AMZN3.4%

Held in common53.7%

End-of-day Nov 4, 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	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	BINFO	Harbor PanAgora Dynamic Large Cap Core ETFRead Desk		0.35%	0.31%	+1.4%	+14.3%	+14.7%	new	new	−9.2%	$940M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	BINFO	Harbor PanAgora Dynamic Large Cap Core ETFRead Desk		0.35%	0.31%	+1.4%	+14.3%	+14.7%	new	new	−9.2%	$940M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWB vs INFO

IWB

iShares Russell 1000

$17,459

INFO

Harbor PanAgora Dynamic Large Cap Core

[…]

MeasureIWBINFO

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield0.91%0.31%

5 years, per year+11.8%[…]

3 years, per year+23.9%[…]

Worst drop · 1Y−8.9%−9.2%

Volatility · 1Y12.9%13.4%

4–0measures won
IWB first

53.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IWB, INFO

Today

53.7%most shared, IWB and INFO

IWBINFO

IWB—53.7%

INFO53.7%—

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

INFO$31 − $35 = −$4

KeptFee

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