Compare · 3 funds side by side · dividends reinvested

HAPI, SCHD and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 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%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.1

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.79%+10.1%+13.1%+21.3%[…]−8.1%12.9%$494M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.8

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

End-of-day Nov 10, 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) · $494M$11,014

HAPI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$13,384

$10,000 since Jan 1, dividends reinvested · they hold 9.5% in common

More Ways to See the Pairs

HAPI vs SCHD: Top 5 Holdings

Today

HAPI

27.3%in top 5

SCHD

in top 521.4%

HAPIStockSCHD

6.2%AAPLnot top 5

6.1%MSFTnot top 5

6.1%AMZNnot top 5

4.5%METAnot top 5

not top 5PG4.4%

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 10, 2026 · fee on $10,000 a year

Yields: HAPI, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

HAPI

Measure

SCHD

+10.1%Year to dateJan 1 → Nov 10+33.8%

+13.1%1 yearTotal return+38.8%

+21.3%3 years · per year$10,000 became $17,837 · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.79%Trailing 12-mo yield$79 · $294 a year on $10k2.94%

−8.1%Worst dropSmaller is better−6.9%

12.9%VolatilityLower is calmer11.8%

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

1–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%NVDAnot top 5

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common9.5%

End-of-day Nov 10, 2026 · share of each fund

HAPI vs SCHD Returns, Every Period

1Y

HarborHAPI

+13.1%

past year

SCHDSchwab

+38.8%

past year

HAPISCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAPI vs SCHD

YTD

HarborHAPI

+10.1%

SCHDSchwab

+33.8%

+10.1%Year to date+33.8%

−8.1%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.8%

0.8%Yield2.9%

$494MAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

HAPI0.79%$79

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

HAPI$79 − $35 = $44

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: HAPI, SCHD, IWF

Today

43.9%most shared, HAPI and IWF

HAPISCHDIWF

HAPI—9.5%43.9%

SCHD9.5%—3.6%

IWF43.9%3.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

HAPIWorst drop−8.1%12.9% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDHAPI

+33.8%Year to date+10.1%

2.9%Yield0.8%

+38.8%Past year+13.1%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

Loading…

HAPI, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three