Compare · 3 funds side by side · dividends reinvested

HAPI, IWB and VUG

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,569VUG · best of the three

02 / 04

HAPI, IWB and VUG, 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%$46.6B1.5

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%$483M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 43.6% in common

HAPIMeasureVUG

+10.4%Year to dateJan 1 → Nov 9+4.2%

+13.5%1 yearTotal return+4.7%

+21.8%3 years · per year$10,000 became $18,077 · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.78%Trailing 12-mo yield$78 · $41 a year on $10k0.41%

−8.1%Worst dropSmaller is better−15.1%

12.9%VolatilityLower is calmer19.1%

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

5–2HAPI 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 VUG: Top 5 Holdings

Today

HAPI

27.4%in top 5

VUG

in top 545.2%

HAPIStockVUG

4.6%NVDA13.5%

6.2%AAPL12.5%

6.2%MSFT9.7%

6.0%AMZNnot top 5

not top 5GOOGL5.2%

4.4%METAnot top 5

not top 5AVGO4.3%

Held in common43.6%

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

HAPI vs VUG Returns, Every Period

HarborHAPI

+13.5%

past year

VUGVanguard

+4.7%

past year

HAPIVUGFaded: behind in that period

2–1HAPI 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, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

HAPI0.35%$35

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

Yields: HAPI, IWB, VUG

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

HAPI0.78%$78

VUG0.41%$41

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

VUG$41 − $3 = $38

KeptFee

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

Overlap: HAPI, IWB, VUG

Today

52.0%most shared, IWB and VUG

HAPIIWBVUG

HAPI—48.3%43.6%

IWB48.3%—52.0%

VUG43.6%52.0%—

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

Return vs Bumpiness: 3 ETFs

+13.7%IWB, at 13.8% volatility

HAPIWorst drop−8.1%12.9% vol

IWBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% 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 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$59.7B

1–1level

End-of-day Nov 9, 2026

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