INFO vs VOO

Quick Verdict

VOO has a lower expense ratio. INFO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: INFOMore Diversified: VOO

Side-by-Side Comparison

MetricINFOVOOWinner
Expense Ratio0.35%0.03%
AUM$830M$979.0B
Dividend Yield0.32%1.09%
Holdings131509
YTD Return+13.69%+11.51%
1Y Return+25.33%+21.46%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+13.01%
Volatility (annualized)13.3%14.1%
Max Drawdown-19.6%-34.3%
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
InceptionOct 8, 2024Sep 7, 2010

INFO vs VOO Performance

Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is a ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year INFO returned +25.33% while VOO returned +21.46%. Year to date, INFO is up 13.69% versus a gain of 11.51% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.3% for INFO. 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 VOO 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 0.32% against 1.09% for VOO.

Holdings Overlap

55.1%overlap

INFO and VOO share 116 holdings out of 535 unique holdings combined, representing a 55.1% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in INFOWeight in VOODifference
NVDA8.33%7.51%0.82%
AAPL8.31%6.59%1.72%
GOOGL5.76%3.25%2.51%
MSFTProProPro
AMZNProProPro
AVGOProProPro
METAProProPro
MUProProPro
LLYProProPro
TSLAProProPro
See all 10 holdings INFO shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, INFO or VOO?

INFO has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, INFO or VOO?

Over the past year INFO returned +25.33% vs +21.46% for VOO, so INFO leads on 1-year performance. Over the longest common window we track (2 years), INFO annualized +20.09% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, INFO or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 13.3% for INFO. Worst drawdown: INFO -19.6% vs VOO -34.3%.

Should I hold both INFO and VOO?

INFO and VOO have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between INFO and VOO?

INFO and VOO share 116 common holdings with a 55.1% weight overlap. Combined, they hold 535 unique securities.

Which pays a higher dividend, INFO or VOO?

INFO yields 0.32% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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