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INFO vs DFLV

Harbor PanAgora Dynamic Large Cap Core ETF vs Dimensional US Large Cap Value ETF

INFO

Harbor PanAgora Dynamic Large Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.35%

Fund size

$772M

DFLV

Dimensional US Large Cap Value ETF

Dimensional Fund Advisors

Annual cost

0.21%

Fund size

$5.9B

Key differences

  • DFLV costs 0.14% less per year.
  • DFLV is significantly larger than INFO — larger funds tend to be more liquid and less likely to close.
  • INFO follows a index tracking strategy; DFLV uses active selection.

Side-by-side comparison

INFODFLV
Annual cost (TER)0.35%0.21%
Fund size (AUM)$772M$5.9B
Since20242022
Dividend yield0.33%1.46%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+32.7%+34.4%
CAGR 3YN/A+19.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.08
Volatility 1Y12.62%11.35%
Max drawdown-19.60%-16.80%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to INFO and DFLV