Compare · 3 funds side by side · dividends reinvested

HAPI, DIA and IWF

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,105HAPI · best of the three

02 / 04

HAPI, DIA and IWF, 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%0.78%+10.6%+13.6%+21.9%[…]−8.1%12.9%$483M1.4

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.1%+13.2%+17.5%+9.7%−9.8%13.6%$44.0B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: HAPI 2022 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B$15,889

DIA

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $483M[…]

$10,000 five years ago, dividends reinvested · they hold 34.4% in common

DIAMeasureHAPI

+10.1%Year to dateJan 1 → Nov 9+10.6%

+13.2%1 yearTotal return+13.6%

+17.5%3 years · per year$10,000 became $16,221 · $18,105+21.9%

+9.7%5 years · per year$10,000 became $15,889 · […][…]

0.16%Expense ratio$16 · $35 a year on $10k · lower is better0.35%

1.37%Trailing 12-mo yield$137 · $78 a year on $10k0.78%

−9.8%Worst dropSmaller is better−8.1%

13.6%VolatilityLower is calmer12.9%

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

2–5HAPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIA vs HAPI: Top 5 Holdings

Today

DIA

32.9%in top 5

HAPI

in top 527.5%

DIAStockHAPI

10.0%GSnot top 5

6.5%CATnot top 5

not top 5AAPL6.2%

6.1%MSFT6.1%

not top 5AMZN6.0%

5.3%AMGNnot top 5

4.9%Vnot top 5

not top 5NVDA4.7%

not top 5META4.4%

Held in common34.4%

End-of-day Nov 9, 2026 · share of each fund

DIA vs HAPI Returns, Every Period

SPDRDIA

+13.2%

past year

HAPIHarbor

+13.6%

past year

DIAHAPIFaded: behind in that period

0–3HAPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DIA vs HAPI

YTD

SPDRDIA

+10.1%

HAPIHarbor

+10.6%

+10.1%Year to date+10.6%

−9.8%Worst drop · 1Y−8.1%

13.6%Volatility · 1Y12.9%

1.4%Yield0.8%

$44.0BAssets$483M

3–1HAPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

HAPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HAPI, DIA, IWF

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

HAPI0.78%$78

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

HAPI$78 − $35 = $43

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HAPI, DIA, IWF

Today

44.0%most shared, HAPI and IWF

HAPIDIAIWF

HAPI—34.4%44.0%

DIA34.4%—21.7%

IWF44.0%21.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%HAPI, at 12.9% volatility

HAPIWorst drop−8.1%12.9% vol

DIAWorst drop−9.8%13.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DIAHAPI

+10.1%Year to date+10.6%

1.4%Yield0.8%

+13.2%Past year+13.6%

0.16%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026