Compare · 2 funds side by side · dividends reinvested

IWF and HAPI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

IWF and HAPI, 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%+8.0%+9.9%+21.7%[…]−8.1%12.7%$503M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IWF 2000 · HAPI 2022

Head to Head

Swap sides Versus in desk

Head to Head

YTD

iShares Russell 1000 Growth ETF · $113B$9,470

IWF

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503M$10,802

$10,000 since Jan 1, dividends reinvested · they hold 44.0% in common

IWFMeasureHAPI

−5.3%Year to dateJan 1 → Nov 6+8.0%

−6.5%1 yearTotal return+9.9%

+19.4%3 years · per year$10,000 became $17,022 · $18,006+21.7%

+9.1%5 years · per year$10,000 became $15,442 · […][…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

0.39%Trailing 12-mo yield$39 · $80 a year on $10k0.80%

−14.6%Worst dropSmaller is better−8.1%

19.4%VolatilityLower is calmer12.7%

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

1–6HAPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs HAPI: Top 5 Holdings

Today

IWF

39.8%in top 5

HAPI

in top 527.4%

IWFStockHAPI

14.1%NVDA4.6%

9.0%AAPL6.2%

6.6%MSFT6.2%

not top 5AMZN6.0%

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5META4.4%

Held in common44.0%

End-of-day Nov 6, 2026 · share of each fund

IWF vs HAPI Returns, Every Period

iSharesIWF

−6.5%

past year

HAPIHarbor

+9.9%

past year

IWFHAPIFaded: behind in that period

0–3HAPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWF vs HAPI

YTD

iSharesIWF

−5.3%

HAPIHarbor

+8.0%

−5.3%Year to date+8.0%

−14.6%Worst drop · 1Y−8.1%

19.4%Volatility · 1Y12.7%

0.4%Yield0.8%

$113BAssets$503M

4–0HAPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWF, HAPI

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

HAPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWF, HAPI

0.80%highest, HAPI

FundTrailing yieldYield$10k

HAPI0.80%$80

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$45most kept, HAPI

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWF, HAPI

Today

44.0%most shared, IWF and HAPI

IWFHAPI

IWF—44.0%

HAPI44.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%HAPI, at 12.7% volatility

HAPIWorst drop−8.1%12.7% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HAPIIWF

+8.0%Year to date−5.3%

0.8%Yield0.4%

+9.9%Past year−6.5%

0.35%Fee0.18%

3–1HAPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026