Compare · 4 funds side by side · dividends reinvested

HAPI, DFAC, IVV and IWF

HAPIHarbor×DFACDimensional×IVViShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

HAPI, DFAC, IVV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.9

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B2.0

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.2%+10.5%+22.1%[…]−8.1%12.8%$503M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.6

Rank among the four1st → 4thFee, 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: HAPI 2022 · DFAC 2005 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 56.4% in common

IVVMeasureIWF

+8.4%Year to dateJan 1 → Nov 5−6.5%

+9.7%1 yearTotal return−7.6%

+22.1%3 years · per year$10,000 became $18,221 · $17,073+19.5%

+11.4%5 years · per year$10,000 became $17,151 · $15,330+8.9%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.14%Trailing 12-mo yield$114 · $39 a year on $10k0.39%

−8.9%Worst dropSmaller is better−14.6%

13.6%VolatilityLower is calmer19.3%

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

8–0IVV wins

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

More Ways to See the Pairs

IVV vs IWF: Top 5 Holdings

Today

IVV

27.7%in top 5

IWF

in top 539.6%

IVVStockIWF

7.3%NVDA14.6%

7.7%AAPL8.5%

6.2%MSFT6.4%

2.6%GOOGL5.3%

not top 5AVGO4.7%

3.9%AMZNnot top 5

Held in common56.4%

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

IVV vs IWF Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

IWFiShares

+8.9%

5 years, per year

IVVIWFFaded: behind in that period

4–0IVV wins

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

Core vs Stocks: IVV vs DFAC

YTD

iSharesIVV

+8.4%

DFACDimensional

+11.2%

+8.4%Year to date+11.2%

−8.9%Worst drop · 1Y−8.5%

13.6%Volatility · 1Y12.9%

1.1%Yield0.9%

$850BAssets$85.7B

3–1DFAC wins

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

Cost, Income and Risk

Fees: HAPI, DFAC, IVV, IWF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IWF0.18%$18

DFAC0.21%$21

HAPI0.35%$35

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

Yields: HAPI, DFAC, IVV, IWF

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

DFAC0.90%$90

HAPI0.80%$80

IWF0.39%$39

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

DFAC$90 − $21 = $69

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

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

Overlap: HAPI, DFAC, IVV, IWF

Today

69.1%most shared, DFAC and IVV

HAPIDFACIVVIWF

HAPI—41.9%50.6%43.8%

DFAC41.9%—69.1%40.8%

IVV50.6%69.1%—56.4%

IWF43.8%40.8%56.4%—

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

Return vs Bumpiness: 4 ETFs

+14.3%DFAC, at 12.9% volatility

HAPIWorst drop−8.1%12.8% vol

DFACWorst drop−8.5%12.9% vol

IVVWorst drop−8.9%13.6% 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

IVVDFAC

+8.4%Year to date+11.2%

1.1%Yield0.9%

+9.7%Past year+14.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026