Compare · 2 funds side by side · dividends reinvested

IVV and HAPI

IVViShares×HAPIHarbor×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

IVV and HAPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.4

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.2%+10.5%+22.1%[…]−8.1%12.8%$503M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · HAPI 2022

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503M$11,050

HAPI

IVV

iShares Core S&P 500 ETF · $887B$10,974

$10,000 one year ago, dividends reinvested · they hold 50.6% in common

HAPIMeasureIVV

+8.2%Year to dateJan 1 → Nov 5+8.4%

+10.5%1 yearTotal return+9.7%

+22.1%3 years · per year$10,000 became $18,219 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.80%Trailing 12-mo yield$80 · $114 a year on $10k1.14%

−8.1%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer13.6%

HAPIIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HAPI vs IVV: Top 5 Holdings

Today

HAPI

27.4%in top 5

IVV

in top 527.7%

HAPIStockIVV

6.1%AAPL7.7%

4.9%NVDA7.3%

6.2%MSFT6.2%

5.9%AMZN3.9%

4.4%METAnot top 5

not top 5GOOGL2.6%

Held in common50.6%

End-of-day Nov 5, 2026 · share of each fund

HAPI vs IVV Returns, Every Period

HarborHAPI

+10.5%

past year

IVViShares

+9.7%

past year

HAPIIVVFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: HAPI vs IVV

YTD

HarborHAPI

+8.2%

IVViShares

+8.4%

+8.2%Year to date+8.4%

−8.1%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y13.6%

0.8%Yield1.1%

$503MAssets$887B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, HAPI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

HAPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, HAPI

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

HAPI0.80%$80

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

HAPI$80 − $35 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, HAPI

Today

50.6%most shared, IVV and HAPI

IVVHAPI

IVV—50.6%

HAPI50.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.5%HAPI, at 12.8% volatility

HAPIWorst drop−8.1%12.8% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVHAPI

+8.4%Year to date+8.2%

1.1%Yield0.8%

+9.7%Past year+10.5%

0.03%Fee0.35%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026