Compare · 2 funds side by side · dividends reinvested

HAPI and IWB

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$10,995HAPI · 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%+8.0%+9.9%+21.7%[…]−8.1%12.7%$503M1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.4B1.5

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: 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[…]

HAPI

IWB

iShares Russell 1000 ETF · $46.4B$16,575

$10,000 five years ago, dividends reinvested · they hold 48.3% in common

HAPIMeasureIWB

+8.0%Year to dateJan 1 → Nov 6+8.5%

+9.9%1 yearTotal return+9.6%

+21.7%3 years · per year$10,000 became $18,006 · $17,966+21.6%

[…]5 years · per year$10,000 became […] · $16,575+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%

12.7%VolatilityLower is calmer13.6%

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

4–3HAPI wins

End-of-day Nov 6, 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

6.2%AAPL7.1%

4.6%NVDA6.6%

6.2%MSFT5.8%

6.0%AMZN3.6%

4.4%METAnot top 5

not top 5GOOGL2.4%

Held in common48.3%

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

HAPI vs IWB Returns, Every Period

HarborHAPI

+9.9%

past year

IWBiShares

+9.6%

past year

HAPIIWBFaded: behind in that period

2–1HAPI wins

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

HAPI vs IWB

YTD

HarborHAPI

+8.0%

IWBiShares

+8.5%

+8.0%Year to date+8.5%

−8.1%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y13.6%

0.8%Yield0.9%

$503MAssets$46.4B

2–2level

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

Overlap: HAPI, IWB

Today

48.3%most shared, HAPI and IWB

HAPIIWB

HAPI—48.3%

IWB48.3%—

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

IWBWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IWBHAPI

+8.5%Year to date+8.0%

0.9%Yield0.8%

+9.6%Past year+9.9%

0.15%Fee0.35%

3–1IWB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026