IWB vs INFO

AIWB

BINFO

Measures won4–0IWB wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common53.5%IWB and INFO

IWB

INFO

iShares Russell 1000 ETF · $46.6BHarbor PanAgora Dynamic Large Cap Core ETF · $913M

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

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

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

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

−8.9%Worst dropSmaller wins−9.2%

13.6%VolatilityLower wins14.1%

4–0IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWB · INFO

7.1%AAPL8.6%

6.6%NVDA7.6%

5.8%MSFT6.5%

3.6%AMZN3.7%

Held in common53.5%

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

All Three

5Y3 funds

#
1	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BINFO	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

All Three

5Y3 funds

#
1	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BINFO	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

IWB vs INFO

IWB

iShares Russell 1000

$16,575

INFO

Harbor PanAgora Dynamic Large Cap Core

[…]

MeasureIWBINFO

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield0.95%0.32%

5 years, per year+10.6%[…]

3 years, per year+21.6%[…]

Worst drop · 1Y−8.9%−9.2%

Volatility · 1Y13.6%14.1%

4–0measures won
IWB first

53.5%

holdings shared

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

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

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

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