INFO vs IVV
Harbor PanAgora Dynamic Large Cap Core ETF vs iShares Core S&P 500 ETF
Which is better, INFO or IVV?
Nearly the same fund. IVV costs less.
IVV has a lower expense ratio. INFO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 42.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | INFO | IVV |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $956M | $896.5B |
| Dividend Yield | 0.31% | 1.10% |
| Holdings | 270 | 508 |
| YTD Return | +15.29%Best | +13.59% |
| 1Y Return | +19.78%Best | +17.54% |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Volatility (annualized) | 12.8% | 12.5%Best |
| Max Drawdown | -19.6% | -18.8%Best |
| $10,000 over 2 years | $14,109Best | $13,666 |
| Top 10 Weight | 42.4% | 38.9%Best |
| Fund Family | Harbor Funds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 8, 2024 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 10, 2024 to Oct 14, 2026 (2 years).
INFO vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.
INFO vs IVV Performance
Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is an ETF from Harbor Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year INFO returned +19.78% while IVV returned +17.54%. Year to date, INFO is up 15.29% versus a gain of 13.59% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INFO has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 12.5% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.6% for INFO and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
INFO charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, INFO currently yields 0.31% against 1.10% for IVV.
Holdings Overlap
91.0% of INFO's money is in holdings IVV also owns. 65.1% of IVV's money is in holdings INFO also owns.
Most of INFO is already inside IVV. Owning both mostly buys the same companies twice.
114 positions in common, counted across the 151 positions we hold weights for in INFO and 506 in IVV, against full books of 270 and 508.
What only one of them owns
Our book lists 386 positions for IVV that do not appear in our book for INFO (34.3% of the fund), and 32 for INFO that do not appear in IVV (8.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in INFO | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 9.16% | 8.44% | 0.72% |
| AAPLApple, Inc | 7.87% | 7.29% | 0.58% |
| MSFTMicrosoft Corp | 5.94% | 5.76% | 0.18% |
| GOOGLAlphabet Inc | 5.83% | 3.00% | 2.83% |
| AMZNAmazon.Com Inc | 3.37% | 3.68% | 0.31% |
| METAMeta Platforms Inc | 2.66% | 2.42% | 0.24% |
| AVGOBroadcom Inc | 2.00% | 2.47% | 0.47% |
| MUMicron Technology, Inc. | 2.03% | 1.87% | 0.16% |
| AMDAdvanced Micro Devices Inc | 1.74% | 1.52% | 0.22% |
| LLYEli Lilly & Co. | 1.80% | 1.39% | 0.41% |
91.0% of INFO is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, INFO or IVV?
INFO has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, INFO or IVV?
Over the past year INFO returned +19.78% vs +17.54% for IVV, so INFO leads on 1-year performance. Over the longest common window we track (2 years), INFO annualized +18.78% vs +16.90% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, INFO or IVV?
INFO has been the more volatile fund at 12.8% annualized versus 12.5% for IVV. Worst drawdown: INFO -19.6% vs IVV -18.8%.
Should I hold both INFO and IVV?
INFO and IVV have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between INFO and IVV?
91.0% of INFO's money is in holdings IVV also owns. 65.1% of IVV's is in holdings INFO also owns. They hold 114 positions in common, counted across the 151 positions we hold weights for in INFO and 506 in IVV.
Which pays a higher dividend, INFO or IVV?
INFO yields 0.31% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than INFO?
IVV has a lower expense ratio. INFO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 42.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.