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INFO vs. ITOT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

INFO vs. ITOT

Last updated Jun 4, 2026

INFO (Harbor PanAgora Dynamic Large Cap Core ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both Large Cap Blend Equities funds. INFO is actively managed, while ITOT is passively managed. Over the past year, INFO returned 30.07% vs 28.12% for ITOT. With a 0.97 correlation, they move nearly in lockstep. INFO charges 0.35%/yr vs 0.03%/yr for ITOT.

Performance

INFO vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor PanAgora Dynamic Large Cap Core ETF (INFO) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with INFO having a 11.55% return and ITOT slightly lower at 11.25%.

INFO

1D
-0.62%
1M
5.19%
YTD
11.55%
6M
12.01%
1Y
30.07%
3Y*
—
5Y*
—
10Y*
—

ITOT

1D
-0.73%
1M
5.01%
YTD
11.25%
6M
11.12%
1Y
28.12%
3Y*
22.09%
5Y*
12.69%
10Y*
15.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INFO vs. ITOT - Yearly Performance Comparison

2026 (YTD)20252024
INFO
Harbor PanAgora Dynamic Large Cap Core ETF		11.55%19.75%2.19%
ITOT
iShares Core S&P Total U.S. Stock Market ETF		11.25%17.00%2.41%

Correlation

The correlation between INFO and ITOT is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.97

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2024

0.97

The correlation between INFO and ITOT has been stable across timeframes, ranging from 0.97 to 0.97 - a consistent structural relationship.

INFO vs. ITOT - Sectors Allocation Comparison

Sectors
INFO
ITOT

Technology

36.0%
33.8%

Financial Services

11.6%
12.1%

Communication Services

10.2%
10.3%

Consumer Cyclical

9.8%
10.1%

Industrials

8.6%
9.5%

Healthcare

8.1%
9.0%

Consumer Defensive

5.2%
4.7%

Energy

4.1%
3.7%

Utilities

2.9%
2.3%

Basic Materials

2.0%
2.1%

Real Estate

1.7%
2.4%

Technology

INFO
36.0%
ITOT
33.8%

Financial Services

INFO
11.6%
ITOT
12.1%

Communication Services

INFO
10.2%
ITOT
10.3%

Consumer Cyclical

INFO
9.8%
ITOT
10.1%

Industrials

INFO
8.6%
ITOT
9.5%

Healthcare

INFO
8.1%
ITOT
9.0%

Consumer Defensive

INFO
5.2%
ITOT
4.7%

Energy

INFO
4.1%
ITOT
3.7%

Utilities

INFO
2.9%
ITOT
2.3%

Basic Materials

INFO
2.0%
ITOT
2.1%

Real Estate

INFO
1.7%
ITOT
2.4%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Harbor PanAgora Dynamic Large Cap Core ETF

iShares Core S&P Total U.S. Stock Market ETF

Often compared with INFO:
INFO vs. AFOSINFO vs. BUFHINFO vs. FNDXINFO vs. DDTLINFO vs. LSEQINFO vs. FTIFINFO vs. CNAV
Often compared with ITOT:
ITOT vs. VTIITOT vs. VOOITOT vs. SCHBITOT vs. SPYITOT vs. FSKAXITOT vs. IVVITOT vs. IXUS

Return for Risk

INFO vs. ITOT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
INFO
INFO Risk / Return Rank: 7575
Overall Rank
INFO Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
INFO Sortino Ratio Rank: 7676
Sortino Ratio Rank
INFO Omega Ratio Rank: 7474
Omega Ratio Rank
INFO Calmar Ratio Rank: 6969
Calmar Ratio Rank
INFO Martin Ratio Rank: 7979
Martin Ratio Rank
ITOT
ITOT Risk / Return Rank: 6868
Overall Rank
ITOT Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
ITOT Sortino Ratio Rank: 6868
Sortino Ratio Rank
ITOT Omega Ratio Rank: 6767
Omega Ratio Rank
ITOT Calmar Ratio Rank: 6363
Calmar Ratio Rank
ITOT Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

INFO vs. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor PanAgora Dynamic Large Cap Core ETF (INFO) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

INFOITOTDifference
Sharpe ratioReturn per unit of total volatility
2.42
2.32

+0.10

Sortino ratioReturn per unit of downside risk
3.36
3.17

+0.19

Omega ratioGain probability vs. loss probability

1.43

1.42

+0.02

Calmar ratioReturn relative to maximum drawdown

3.36

3.17

+0.19

Martin ratioReturn relative to average drawdown

15.36

14.57

+0.79

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

INFO vs. ITOT - Sharpe Ratio Comparison

The current INFO Sharpe Ratio is 2.42, which is comparable to the ITOT Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of INFO and ITOT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

INFOITOTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.42

2.32

+0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.74

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.82

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.21

0.57

+0.63

Drawdowns

INFO vs. ITOT - Drawdown Comparison

The maximum INFO drawdown since its inception was -19.60%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for INFO and ITOT.

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Drawdown Indicators

INFOITOTDifference

Max Drawdown

Largest peak-to-trough decline

-19.60%

-55.20%

+35.60%

Max Drawdown (1Y)

Largest decline over 1 year

-8.98%

-8.90%

-0.08%

Max Drawdown (3Y)

Largest decline over 3 years

—

-19.44%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-25.36%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-35.00%

—

Current Drawdown

Current decline from peak

-0.62%

-0.73%

+0.11%

Average Drawdown

Average peak-to-trough decline

-2.33%

-6.97%

+4.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.96%

1.94%

+0.02%

Volatility

INFO vs. ITOT - Volatility Comparison

Harbor PanAgora Dynamic Large Cap Core ETF (INFO) and iShares Core S&P Total U.S. Stock Market ETF (ITOT) have volatilities of 3.03% and 2.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

INFOITOTDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.03%

2.99%

+0.04%

Volatility (6M)

Calculated over the trailing 6-month period

9.36%

9.13%

+0.23%

Volatility (1Y)

Calculated over the trailing 1-year period

12.49%

12.20%

+0.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.44%

17.36%

+0.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.44%

18.26%

-0.82%

INFO vs. ITOT - Expense Ratio Comparison

INFO has a 0.35% expense ratio, which is higher than ITOT's 0.03% expense ratio.

Dividends

INFO vs. ITOT - Dividend Comparison

INFO's dividend yield for the trailing twelve months is around 0.31%, less than ITOT's 0.98% yield.

PositionTTM20252024202320222021202020192018201720162015
INFO
Harbor PanAgora Dynamic Large Cap Core ETF		0.31%0.35%0.16%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ITOT
iShares Core S&P Total U.S. Stock Market ETF		0.98%1.11%1.23%1.47%1.66%1.18%1.41%1.88%2.14%1.69%1.83%2.01%

Frequently Asked Questions

With a correlation of 0.97, INFO and ITOT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

INFO has higher volatility (3.03%) compared to ITOT (2.99%). In terms of maximum drawdown, INFO dropped -19.60% vs ITOT's -55.20%.

On 1-year performance, INFO leads with 30.07% vs 28.12% for ITOT. On fees, ITOT is cheaper at 0.03% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, INFO has performed better with a 30.07% return vs 28.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ITOT is cheaper with a 0.03% expense ratio, compared with 0.35% for INFO.

ITOT has the higher dividend yield at 0.98%, compared with 0.31% for INFO.

They also come from different issuers: Harbor and iShares. Their fees differ too: 0.35% for INFO and 0.03% for ITOT.

INFO currently has the higher Sharpe Ratio (2.42 vs 2.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for INFO and ITOT

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