Compare · 3 funds side by side · dividends reinvested

HAPI, VO and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398IVV · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

HAPI, VO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.9

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%$497M2.3

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 · VO 2004 · IVV 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

IVV

iShares Core S&P 500 ETF · $879B$11,199

$10,000 since Jan 1, dividends reinvested · they hold 50.1% in common

HAPI

More Ways to See the Pairs

HAPI vs IVV: Top 5 Holdings

Today

HAPI

26.8%in top 5

IVV

in top 526.8%

HAPIStockIVV

6.2%AAPL7.9%

not top 5NVDA6.4%

6.0%AMZN4.0%

5.8%MSFT5.9%

4.4%META

Cost, Income and Risk

Fees: HAPI, VO, IVV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IVV0.03%$3

HAPI0.35%$35

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

Yields: HAPI, VO, IVV

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

IVV

+10.6%Year to dateJan 1 → Nov 12+12.0%

+11.5%1 yearTotal return+12.2%

+21.2%3 years · per year$10,000 became $17,822 · $18,019+21.7%

[…]5 years · per year$10,000 became […] · $17,398+11.7%

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

not top 5

4.3%GOOGL2.6%

Held in common50.1%

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

HAPI vs IVV Returns, Every Period

1Y

HarborHAPI

+11.5%

past year

IVViShares

+12.2%

past year

HAPIIVVFaded: behind in that period

0–3IVV wins

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

HAPI vs VO

YTD

HarborHAPI

+10.6%

VOVanguard

+14.0%

+10.6%Year to date+14.0%

−8.1%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y13.2%

0.8%Yield1.3%

$497MAssets$103B

2–2level

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

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IVV1.10%$110

HAPI0.78%$78

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IVV$110 − $3 = $107

HAPI$78 − $35 = $43

KeptFee

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

Overlap: HAPI, VO, IVV

Today

50.1%most shared, HAPI and IVV

HAPIVOIVV

HAPI—13.7%50.1%

VO13.7%—16.1%

IVV50.1%16.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.7%VO, at 13.2% volatility

HAPIWorst drop−8.1%12.9% vol

VOWorst drop−8.2%13.2% vol

IVVWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

VOIVV

+14.0%Year to date+12.0%

1.3%Yield1.1%

+13.7%Past year+12.2%

0.03%Fee0.03%

3–0VO wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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HAPI, VO and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three