Compare · 2 funds side by side · dividends reinvested

HAPI and IWB

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,543IWB · best of the two

02 / 04

HAPI and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$503M1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$46.4B1.6

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: HAPI 2022 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503M$18,219

HAPI

IWB

iShares Russell 1000 ETF · $46.4B$18,083

$10,000 three years ago, dividends reinvested · they hold 48.4% in common

HAPIMeasureIWB

+8.2%Year to dateJan 1 → Nov 5+8.1%

+10.5%1 yearTotal return+9.6%

+22.1%3 years · per year$10,000 became $18,219 · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $16,543+10.6%

0.35%Expense ratio$35 · $15 a year on $10k · lower is better0.15%

0.80%Trailing 12-mo yield$80 · $95 a year on $10k0.95%

−8.1%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer13.6%

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

5–2HAPI wins

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 IWB: Top 5 Holdings

Today

HAPI

27.4%in top 5

IWB

in top 525.6%

HAPIStockIWB

6.1%AAPL7.1%

4.9%NVDA6.6%

6.2%MSFT5.8%

5.9%AMZN3.6%

4.4%METAnot top 5

not top 5GOOGL2.4%

Held in common48.4%

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

HAPI vs IWB Returns, Every Period

HarborHAPI

+10.5%

past year

IWBiShares

+9.6%

past year

HAPIIWBFaded: behind in that period

3–0HAPI wins

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

HAPI vs IWB

YTD

HarborHAPI

+8.2%

IWBiShares

+8.1%

+8.2%Year to date+8.1%

−8.1%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y13.6%

0.8%Yield1.0%

$503MAssets$46.4B

3–1HAPI wins

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

Cost, Income and Risk

Fees: HAPI, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

HAPI0.35%$35

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

Yields: HAPI, IWB

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

HAPI0.80%$80

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

HAPI$80 − $35 = $45

KeptFee

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

Overlap: HAPI, IWB

Today

48.4%most shared, HAPI and IWB

HAPIIWB

HAPI—48.4%

IWB48.4%—

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

IWBWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IWBHAPI

+8.1%Year to date+8.2%

1.0%Yield0.8%

+9.6%Past year+10.5%

0.15%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026