Compare · 3 funds side by side · dividends reinvested

DIA, HAPI and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

DIA, HAPI and VUG, 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%0.80%+8.0%+9.9%+21.7%[…]−8.1%12.7%$503M1.6

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.9B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DIA 1998 · HAPI 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,590

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

VUGMeasureDIA

+1.4%Year to dateJan 1 → Nov 6+7.8%

+0.2%1 yearTotal return+9.9%

+22.6%3 years · per year$10,000 became $18,415 · $16,149+17.3%

+10.0%5 years · per year$10,000 became $16,124 · $15,590+9.3%

0.03%Expense ratio$3 · $16 a year on $10k · lower is better0.16%

0.42%Trailing 12-mo yield$42 · $140 a year on $10k1.40%

−15.1%Worst dropSmaller is better−9.8%

19.0%VolatilityLower is calmer13.4%

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

3–5DIA wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs DIA: Top 5 Holdings

Today

VUG

45.2%in top 5

DIA

in top 532.7%

VUGStockDIA

13.5%NVDAnot top 5

12.5%AAPLnot top 5

not top 5GS10.0%

9.7%MSFT6.2%

not top 5CAT6.4%

not top 5AMGN5.3%

5.2%GOOGLnot top 5

not top 5V4.9%

4.3%AVGOnot top 5

Held in common20.7%

End-of-day Nov 6, 2026 · share of each fund

VUG vs DIA Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

DIASPDR

+9.3%

5 years, per year

VUGDIAFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VUG vs DIA

YTD

VanguardVUG

+1.4%

DIASPDR

+7.8%

+1.4%Year to date+7.8%

−15.1%Worst drop · 1Y−9.8%

19.0%Volatility · 1Y13.4%

0.4%Yield1.4%

$233BAssets$45.9B

4–0DIA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIA, HAPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

HAPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DIA, HAPI, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

HAPI0.80%$80

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

HAPI$80 − $35 = $45

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DIA, HAPI, VUG

Today

43.6%most shared, HAPI and VUG

DIAHAPIVUG

DIA—34.4%20.7%

HAPI34.4%—43.6%

VUG20.7%43.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.9%HAPI, at 12.7% volatility

HAPIWorst drop−8.1%12.7% vol

DIAWorst drop−9.8%13.4% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DIAHAPI

+7.8%Year to date+8.0%

1.4%Yield0.8%

+9.9%Past year+9.9%

0.16%Fee0.35%

2–1DIA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026