Compare · 2 funds side by side · dividends reinvested

HAPI and IWB

HAPIHarbor×IWBiShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$18,096IWB · best of the two

02 / 04

HAPI and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.4%+13.7%+21.9%+11.1%−8.9%13.8%$46.6B1.3

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.4%+13.5%+21.8%[…]−8.1%12.9%$483M1.7

Rank among the two1st → 2ndFee, 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 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IWB

iShares Russell 1000 ETF · $46.6B$16,962

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

HAPIMeasureIWB

+10.4%Year to dateJan 1 → Nov 9+11.4%

+13.5%1 yearTotal return+13.7%

+21.8%3 years · per year$10,000 became $18,077 · $18,096+21.9%

[…]5 years · per year$10,000 became […] · $16,961+11.1%

0.35%Expense ratio$35 · $15 a year on $10k · lower is better0.15%

0.78%Trailing 12-mo yield$78 · $92 a year on $10k0.92%

−8.1%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.8%

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

2–5IWB wins

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

HAPI vs IWB Returns, Every Period

HarborHAPI

+13.5%

past year

IWBiShares

+13.7%

past year

HAPIIWBFaded: behind in that period

0–3IWB wins

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

HAPI vs IWB

YTD

HarborHAPI

+10.4%

IWBiShares

+11.4%

+10.4%Year to date+11.4%

−8.1%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.8%

0.8%Yield0.9%

$483MAssets$46.6B

2–2level

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

Yields: HAPI, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

HAPI0.78%$78

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

HAPI$78 − $35 = $43

KeptFee

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

Return vs Bumpiness: 2 ETFs

+13.7%IWB, at 13.8% volatility

HAPIWorst drop−8.1%12.9% vol

IWBWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

IWBHAPI

+11.4%Year to date+10.4%

0.9%Yield0.8%

+13.7%Past year+13.5%

0.15%Fee0.35%

4–0IWB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026