Compare · 3 funds side by side · dividends reinvested

HAPI, SCHD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

HAPI, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.1

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.6%+11.5%+21.2%[…]−8.1%12.9%$497M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: HAPI 2022 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $497M$11,065

HAPI

IWF

iShares Russell 1000 Growth ETF · $119B$9,846

$10,000 since Jan 1, dividends reinvested · they hold 43.5% in common

HAPI

More Ways to See the Pairs

HAPI vs IWF: Top 5 Holdings

Today

HAPI

26.8%in top 5

IWF

in top 538.2%

HAPIStockIWF

not top 5NVDA12.8%

6.2%AAPL8.8%

5.8%MSFT6.1%

6.0%AMZNnot top 5

4.3%GOOGL

Cost, Income and Risk

Fees: HAPI, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

HAPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: HAPI, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

IWF

+10.6%Year to dateJan 1 → Nov 12−1.5%

+11.5%1 yearTotal return−3.0%

+21.2%3 years · per year$10,000 became $17,822 · $16,957+19.2%

[…]5 years · per year$10,000 became […] · $15,697+9.4%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

0.78%Trailing 12-mo yield$78 · $37 a year on $10k0.37%

−8.1%Worst dropSmaller is better−14.6%

12.9%VolatilityLower is calmer19.6%

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

6–1HAPI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.4%

not top 5AVGO5.1%

4.4%METAnot top 5

Held in common43.5%

End-of-day Nov 12, 2026 · share of each fund

HAPI vs IWF Returns, Every Period

1Y

HarborHAPI

+11.5%

past year

IWFiShares

−3.0%

past year

HAPIIWFFaded: behind in that period

3–0HAPI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAPI vs SCHD

YTD

HarborHAPI

+10.6%

SCHDSchwab

+34.2%

+10.6%Year to date+34.2%

−8.1%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.7%

0.8%Yield2.9%

$497MAssets$124B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

HAPI0.78%$78

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

HAPI$78 − $35 = $43

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: HAPI, SCHD, IWF

Today

43.5%most shared, HAPI and IWF

HAPISCHDIWF

HAPI—9.5%43.5%

SCHD9.5%—3.6%

IWF43.5%3.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

HAPIWorst drop−8.1%12.9% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDHAPI

+34.2%Year to date+10.6%

2.9%Yield0.8%

+36.8%Past year+11.5%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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HAPI, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three