Compare · 3 funds side by side · dividends reinvested

HAPI, IVV and SPYM

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

HAPI, IVV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B2.0

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+11.1%+12.3%+21.6%[…]−8.1%12.9%$494M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: HAPI 2022 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $494M$17,959

HAPI

IVV

iShares Core S&P 500 ETF · $872B$18,122

$10,000 three years ago, dividends reinvested · they hold 50.4% in common

HAPI

More Ways to See the Pairs

HAPI vs IVV: Top 5 Holdings

Today

HAPI

27.2%in top 5

IVV

in top 526.9%

HAPIStockIVV

6.2%AAPL7.8%

not top 5NVDA6.3%

6.2%AMZN4.1%

6.0%MSFT6.1%

4.6%META

Cost, Income and Risk

Fees: HAPI, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

HAPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: HAPI, IVV, SPYM

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

IVV

+11.1%Year to dateJan 1 → Nov 11+12.3%

+12.3%1 yearTotal return+12.7%

+21.6%3 years · per year$10,000 became $17,959 · $18,122+21.9%

[…]5 years · per year$10,000 became […] · $17,530+11.9%

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

0.78%Trailing 12-mo yield$78 · $110 a year on $10k1.10%

−8.1%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.7%

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

2–5IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.3%GOOGL2.6%

Held in common50.4%

End-of-day Nov 11, 2026 · share of each fund

HAPI vs IVV Returns, Every Period

1Y

HarborHAPI

+12.3%

past year

IVViShares

+12.7%

past year

HAPIIVVFaded: behind in that period

0–3IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: HAPI vs IVV

YTD

HarborHAPI

+11.1%

IVViShares

+12.3%

+11.1%Year to date+12.3%

−8.1%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.7%

0.8%Yield1.1%

$494MAssets$872B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

SPYM1.02%$102

HAPI0.78%$78

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

HAPI$78 − $35 = $43

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: HAPI, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

HAPIIVVSPYM

HAPI—50.4%50.4%

IVV50.4%—99.9%

SPYM50.4%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

HAPIWorst drop−8.1%12.9% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+12.3%Year to date+12.4%

1.1%Yield1.0%

+12.7%Past year+12.8%

0.03%Fee0.02%

3–1SPYM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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HAPI, IVV and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three