Fund comparison · from official SEC filings

INFO vs SCHK: how much do they overlap?

Harbor PanAgora Dynamic Large Cap Core ETF and Schwab 1000 Index ETF
Holdings overlap
53%
of assets, by weight
Shared positions
127
of 130 / 988 holdings
INFO expense ratio
0.35%
net, per year
SCHK expense ratio
0.03%
net, per year
INFO and SCHK are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
INFO
SCHK
N
NVDANVIDIA CORP
8.17%
7.29%
G
GOOGLALPHABET INC-CL A
7.30%
3.15%
A
AAPLAPPLE INC
7.10%
6.51%
M
MSFTMICROSOFT CORP
4.79%
4.75%
A
AMZNAMAZON.COM INC
3.59%
3.76%
A
AVGOBROADCOM INC
3.67%
3.01%
M
METAMETA PLATFORMS INC-CLASS A
2.45%
1.97%
T
TSLATESLA INC
1.27%
1.74%
L
LLYELI LILLY & CO
1.62%
1.24%
M
MUMICRON TECHNOLOGY INC
1.10%
1.55%
C
COSTCOSTCO WHOLESALE CORP
1.34%
0.60%
J
JNJJOHNSON & JOHNSON
1.24%
0.77%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.71%
1.24%
A
AMDADVANCED MICRO DEVICES
0.67%
1.20%
A
ABBVABBVIE INC
1.16%
0.55%
P
PMPHILIP MORRIS INTERNATIONAL
1.15%
0.39%
J
JPMJPMORGAN CHASE & CO
0.61%
1.15%
G
GEGENERAL ELECTRIC
1.11%
0.48%
L
LRCXLAM RESEARCH CORP
1.11%
0.56%
W
WMTWALMART INC
1.10%
0.72%
J
JCIJOHNSON CONTROLS INTERNATION
0.94%
0.12%
S
STTSTATE STREET CORP
0.92%
0.06%
B
BNYBANK OF NEW YORK MELLON CORP
0.92%
0.14%
N
NTRSNORTHERN TRUST CORP
0.90%
0.04%
M
MOALTRIA GROUP INC
0.89%
0.17%
Only in INFO
D
DDDUPONT DE NEMOURS INC
0.59%
R
RNGRINGCENTRAL INC-CLASS A
0.38%
I
IRDMIRIDIUM COMMUNICATIONS INC
0.19%
Only in SCHK
G
GOOGALPHABET INC-CL C
2.50%
I
INTCINTEL CORP
0.77%
C
CSCOCISCO SYSTEMS INC
0.68%
O
ORCLORACLE CORP
0.54%
P
PGPROCTER & GAMBLE CO/THE
0.47%
H
HDHOME DEPOT INC
0.45%
G
GSGOLDMAN SACHS GROUP INC
0.44%
K
KOCOCA-COLA CO/THE
0.43%
M
MRKMERCK & CO. INC.
0.42%
I
IBMINTL BUSINESS MACHINES CORP
0.40%
T
TXNTEXAS INSTRUMENTS INC
0.39%
K
KLACKLA CORP
0.36%
M
MSMORGAN STANLEY
0.36%
S
SNDKSANDISK CORP
0.36%
L
LINLINDE PLC
0.33%
P
PANWPALO ALTO NETWORKS INC
0.32%
V
VZVERIZON COMMUNICATIONS INC
0.29%
M
MCDMCDONALD'S CORP
0.28%
P
PEPPEPSICO INC
0.28%
S
STXSEAGATE TECHNOLOGY HOLDINGS
0.27%
T
TMOTHERMO FISHER SCIENTIFIC INC
0.26%
C
CRWDCROWDSTRIKE HOLDINGS INC - A
0.26%
B
BABOEING CO/THE
0.26%
A
AMGNAMGEN INC
0.26%
D
DISWALT DISNEY CO/THE
0.26%
Hold INFO and SCHK together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
INFO vs SCHK: 53% holdings overlap — Unwrap.Fund