Compare · 3 funds side by side · dividends reinvested

HAPI, SPYM and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$11,278SPYM · best of the three

Story of the three · IncomeMost incomeSPYM · 1.02% · $102 a year on $10k

Story of the three · RiskSmallest drop

HAPI, SPYM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.3

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+11.1%+12.3%+21.6%[…]−8.1%12.9%$494M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$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 11, 2026 · returns include dividends · since: HAPI 2022 · SPYM 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $494M[…]

HAPI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 50.4% in common

More Ways to See the Pairs

HAPI vs SPYM: Top 5 Holdings

Today

HAPI

27.2%in top 5

SPYM

in top 526.9%

HAPIStockSPYM

6.2%AAPL7.8%

not top 5NVDA6.3%

6.2%AMZN4.1%

6.0%MSFT6.1%

4.6%META

Cost, Income and Risk

Fees: HAPI, SPYM, IWF

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IWF0.18%$18

HAPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: HAPI, SPYM, IWF

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

HAPI

Measure

SPYM

+11.1%Year to dateJan 1 → Nov 11+12.4%

+12.3%1 yearTotal return+12.8%

+21.6%3 years · per year$10,000 became $17,959 · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

0.78%Trailing 12-mo yield$78 · $102 a year on $10k1.02%

−8.1%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.7%

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

2–5SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.3%GOOGL2.6%

Held in common50.4%

End-of-day Nov 11, 2026 · share of each fund

HAPI vs SPYM Returns, Every Period

1Y

HarborHAPI

+12.3%

past year

SPYMSPDR

+12.8%

past year

HAPISPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: HAPI vs SPYM

YTD

HarborHAPI

+11.1%

SPYMSPDR

+12.4%

+11.1%Year to date+12.4%

−8.1%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.7%

0.8%Yield1.0%

$494MAssets$183B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.02%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.02%$102

HAPI0.78%$78

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

HAPI$78 − $35 = $43

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: HAPI, SPYM, IWF

Today

55.9%most shared, SPYM and IWF

HAPISPYMIWF

HAPI—50.4%43.7%

SPYM50.4%—55.9%

IWF43.7%55.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

HAPIWorst drop−8.1%12.9% vol

SPYMWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMHAPI

+12.4%Year to date+11.1%

1.0%Yield0.8%

+12.8%Past year+12.3%

0.02%Fee0.35%

4–0SPYM wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

Loading…

HAPI, SPYM and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three