Compare · 4 funds side by side · dividends reinvested

DIA, HAPI, VO and IJR

DIASPDR×HAPIHarbor×VOVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,889DIA · best of the four

02 / 04

DIA, HAPI, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

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%$483M2.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B2.6

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%$44.0B2.9

Rank among the four1st → 4thFee, 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: DIA 1998 · HAPI 2022 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

VOMeasureHAPI

+13.6%Year to dateJan 1 → Nov 9+10.6%

+15.6%1 yearTotal return+13.6%

+18.8%3 years · per year$10,000 became $16,763 · $18,105+21.9%

+6.8%5 years · per year$10,000 became $13,867 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.35%Trailing 12-mo yield$135 · $78 a year on $10k0.78%

−8.2%Worst dropSmaller is better−8.1%

13.1%VolatilityLower is calmer12.9%

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

4–3VO wins

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

More Ways to See the Pairs

VO vs HAPI: Top 5 Holdings

Today

5.3%in top 5

HAPI

in top 527.5%

VOStockHAPI

not top 5AAPL6.2%

not top 5MSFT6.1%

not top 5AMZN6.0%

not top 5NVDA4.7%

not top 5META4.4%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common13.5%

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

VO vs HAPI Returns, Every Period

VanguardVO

+15.6%

past year

HAPIHarbor

+13.6%

past year

VOHAPIFaded: behind in that period

2–1VO wins

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

VO vs DIA

YTD

VanguardVO

+13.6%

DIASPDR

+10.1%

+13.6%Year to date+10.1%

−8.2%Worst drop · 1Y−9.8%

13.1%Volatility · 1Y13.6%

1.4%Yield1.4%

$103BAssets$44.0B

3–0VO wins

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

Cost, Income and Risk

Fees: DIA, HAPI, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

DIA0.16%$16

HAPI0.35%$35

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

Yields: DIA, HAPI, VO, IJR

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

VO1.35%$135

IJR1.21%$121

HAPI0.78%$78

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DIA$137 − $16 = $121

IJR$121 − $6 = $115

HAPI$78 − $35 = $43

KeptFee

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

Overlap: DIA, HAPI, VO, IJR

Today

34.4%most shared, DIA and HAPI

DIAHAPIVOIJR

DIA—34.4%1.1%0.0%

HAPI34.4%—13.5%0.1%

VO1.1%13.5%—0.0%

IJR0.0%0.1%0.0%—

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

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

HAPIWorst drop−8.1%12.9% vol

VOWorst drop−8.2%13.1% vol

DIAWorst drop−9.8%13.6% vol

IJRWorst drop−9.7%16.4% vol

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

Paid More vs Made More

YTD

DIAIJR

+10.1%Year to date+18.9%

1.4%Yield1.2%

+13.2%Past year+22.8%

0.16%Fee0.06%

3–1IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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