INFO vs VYM

INFO vs VYM

Which is better, INFO or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. INFO led over the full window, VYM over 1Y. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 40.7%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

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

MetricINFOVYM
Expense Ratio0.35%0.04%Best
AUM$913M$95.8B
Dividend Yield0.31%2.23%
Holdings290610
YTD Return+12.91%+16.00%Best
1Y Return+13.13%+18.97%Best
3Y Return (annualized)-+20.46%
5Y Return (annualized)-+11.54%
Volatility (annualized)12.7%11.3%Best
Max Drawdown-19.6%-14.5%Best
$10,000 over 2.1 years$13,871Best$13,509
Top 10 Weight40.7%25.8%Best
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionOct 8, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Oct 10, 2024 to Nov 11, 2026 (2.1 years).

INFO vs VYM 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 2.1 years both funds cover.

INFO vs VYM Performance

Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is an ETF from Harbor Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year INFO returned +13.13% while VYM returned +18.97%. Year to date, INFO is up 12.91% versus a gain of 16.00% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

INFO has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 11.3% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

INFO charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, INFO currently yields 0.31% against 2.23% for VYM.

Holdings Overlap

INFO already in VYM36.7%
VYM already in INFO42.6%

36.7% of INFO's money is in holdings VYM also owns. 42.6% of VYM's money is in holdings INFO also owns.

The two portfolios partly overlap.

The two holdings books were reported 60 days apart, INFO as of Oct 30, 2026 and VYM as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

66 positions in common, counted across the 137 positions we hold weights for in INFO and 602 in VYM, against full books of 290 and 610.

What only one of them owns

Our book lists 512 positions for VYM that do not appear in our book for INFO (57.1% of the fund), and 71 for INFO that do not appear in VYM (63.0%).

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

StockWeight in INFOWeight in VYMDifference
AVGOBroadcom Inc1.95%6.94%4.99%
JPMJpmorgan Chase0.68%3.83%3.15%
JNJJohnson & Johnson - Common1.72%2.58%0.86%
XOMExxonmobil Holdings Corp Common Stock Usd0.79%2.70%1.91%
ABBVAbbvie Inc.1.49%1.83%0.34%
CVXChevron Corp1.13%1.54%0.41%
PMPhilip Morris International Inc.1.36%1.18%0.18%
BACBank of America Corp.: Financials0.78%1.65%0.87%
UNHUnitedhealth Group Incorporated0.66%1.42%0.76%
CSCOCisco Systems Inc. - Ordinary Shares0.17%1.76%1.59%

42.6% of VYM is already inside INFO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

INFOVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, INFO or VYM?

INFO has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option, by $31 a year on a $10,000 investment.

Which performed better, INFO or VYM?

Over the past year INFO returned +13.13% vs +18.97% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), INFO annualized +16.86% vs +15.40% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, INFO or VYM?

INFO has been the more volatile fund at 12.7% annualized versus 11.3% for VYM. Worst drawdown: INFO -19.6% vs VYM -14.5%.

Should I hold both INFO and VYM?

INFO and VYM have a monthly-return correlation of 0.62, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between INFO and VYM?

42.6% of VYM's money is in holdings INFO also owns. 42.6% of VYM's is in holdings INFO also owns. They hold 66 positions in common, counted across the 137 positions we hold weights for in INFO and 602 in VYM.

Which pays a higher dividend, INFO or VYM?

INFO yields 0.31% while VYM yields 2.23%, so VYM currently pays the higher dividend yield.

Is VYM better than INFO?

VYM has a lower expense ratio. INFO led over the full window, VYM over 1Y. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 40.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.