Compare · 3 funds side by side · dividends reinvested

AFSC, HAPS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

AFSC, HAPS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor Human Capital Factor US Small Cap ETFUS Stock Styles · Small cap0.61%0.48%+17.4%+21.6%+18.4%[…]−10.0%16.1%$176M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.1

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.07%+16.6%+21.8%[…][…]−11.4%19.0%$11M2.2

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

End-of-day Nov 5, 2026 · returns include dividends · since: AFSC 1997 · HAPS 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

abrdn Focused U.S. Small Cap Active ETF · $11M[…]

AFSC

HAPS

Harbor Human Capital Factor US Small Cap ETF · $176M[…]

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

AFSCMeasureHAPS

+16.6%Year to dateJan 1 → Nov 5+17.4%

+21.8%1 yearTotal return+21.6%

[…]3 years · per year$10,000 became […] · $16,580+18.4%

[…]5 years · per year[…]

1.09%Expense ratio$109 · $61 a year on $10k · lower is better0.61%

0.07%Trailing 12-mo yield$7 · $48 a year on $10k0.48%

−11.4%Worst dropSmaller is better−10.0%

19.0%VolatilityLower is calmer16.1%

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

1–5HAPS wins

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

More Ways to See the Pairs

AFSC vs HAPS: Top 5 Holdings

Today

AFSC

16.6%in top 5

HAPS

in top 511.1%

AFSCStockHAPS

3.6%AHRnot top 5

3.4%MMSInot top 5

3.4%QTWOnot top 5

3.1%KWRnot top 5

3.1%KNSAnot top 5

not top 5TWST2.4%

not top 5KYMR2.4%

not top 5PSCH2.2%

not top 5PECO2.1%

not top 5OGN2.0%

Held in common4.4%

End-of-day Nov 5, 2026 · share of each fund

AFSC vs HAPS Returns, Every Period

AberdeenAFSC

+21.8%

past year

HAPSHarbor

+21.6%

past year

AFSCHAPSFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AFSC vs HAPS

YTD

AberdeenAFSC

+16.6%

HAPSHarbor

+17.4%

+16.6%Year to date+17.4%

−11.4%Worst drop · 1Y−10.0%

19.0%Volatility · 1Y16.1%

0.1%Yield0.5%

$10.7MAssets$176M

4–0HAPS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSC, HAPS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

HAPS0.61%$61

AFSC1.09%$109

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AFSC, HAPS, IWF

0.48%highest, HAPS

FundTrailing yieldYield$10k

HAPS0.48%$48

IWF0.39%$39

AFSC0.07%$7

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

HAPS$48 − $61 = −$13

AFSC$7 − $109 = −$102

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AFSC, HAPS, IWF

Today

4.4%most shared, AFSC and HAPS

AFSCHAPSIWF

AFSC—4.4%0.0%

HAPS4.4%—0.0%

IWF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.8%AFSC, at 19.0% volatility

HAPSWorst drop−10.0%16.1% vol

AFSCWorst drop−11.4%19.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

HAPSAFSC

+17.4%Year to date+16.6%

0.5%Yield0.1%

+21.6%Past year+21.8%

0.61%Fee1.09%

3–1HAPS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026