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INFO vs DFUV

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

INFO

Harbor PanAgora Dynamic Large Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.35%

Fund size

$772M

DFUV

Dimensional US Marketwide Value ETF

Dimensional Fund Advisors

Annual cost

0.21%

Fund size

$14.4B

Key differences

  • DFUV costs 0.14% less per year.
  • DFUV is significantly larger than INFO — larger funds tend to be more liquid and less likely to close.
  • INFO follows a index tracking strategy; DFUV uses active selection.
  • DFUV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INFODFUV
Annual cost (TER)0.35%0.21%
Fund size (AUM)$772M$14.4B
Since20241998
Dividend yield0.33%1.41%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+32.7%+35.5%
CAGR 3YN/A+19.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.06
Volatility 1Y12.62%11.90%
Max drawdown-19.60%-17.60%

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

Similar to INFO and DFUV