Compare · 2 funds side by side · dividends reinvested

IWF and HAPI

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

02 / 04

IWF and HAPI, 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%$483M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B1.8

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: IWF 2000 · HAPI 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

IWFMeasureHAPI

−2.5%Year to dateJan 1 → Nov 9+10.6%

−2.2%1 yearTotal return+13.6%

+19.8%3 years · per year$10,000 became $17,207 · $18,105+21.9%

+9.7%5 years · per year$10,000 became $15,892 · […][…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

0.38%Trailing 12-mo yield$38 · $78 a year on $10k0.78%

−14.6%Worst dropSmaller is better−8.1%

19.5%VolatilityLower is calmer12.9%

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

1–6HAPI wins

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

More Ways to See the Pairs

IWF vs HAPI: Top 5 Holdings

Today

IWF

39.7%in top 5

HAPI

in top 527.5%

IWFStockHAPI

14.3%NVDA4.7%

8.8%AAPL6.2%

6.5%MSFT6.1%

not top 5AMZN6.0%

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5META4.4%

Held in common44.0%

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

IWF vs HAPI Returns, Every Period

iSharesIWF

−2.2%

past year

HAPIHarbor

+13.6%

past year

IWFHAPIFaded: behind in that period

0–3HAPI wins

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

IWF vs HAPI

YTD

iSharesIWF

−2.5%

HAPIHarbor

+10.6%

−2.5%Year to date+10.6%

−14.6%Worst drop · 1Y−8.1%

19.5%Volatility · 1Y12.9%

0.4%Yield0.8%

$115BAssets$483M

4–0HAPI wins

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

Cost, Income and Risk

Fees: IWF, HAPI

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

HAPI0.35%$35

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

Yields: IWF, HAPI

0.78%highest, HAPI

FundTrailing yieldYield$10k

HAPI0.78%$78

IWF0.38%$38

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

Income After Fees on $10,000

$43most kept, HAPI

HAPI$78 − $35 = $43

IWF$38 − $18 = $20

KeptFee

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

Overlap: IWF, HAPI

Today

44.0%most shared, IWF and HAPI

IWFHAPI

IWF—44.0%

HAPI44.0%—

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

Return vs Bumpiness: 2 ETFs

+13.6%HAPI, at 12.9% volatility

HAPIWorst drop−8.1%12.9% 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

HAPIIWF

+10.6%Year to date−2.5%

0.8%Yield0.4%

+13.6%Past year−2.2%

0.35%Fee0.18%

3–1HAPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

+33.2%

VIGVanguard

+14.8%

+33.2%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