Compare · 4 funds side by side · dividends reinvested

HAPI, DFAC, IWF and IJH

HAPIHarbor×DFACDimensional×IWFiShares×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,417DFAC · best of the four

02 / 04

HAPI, DFAC, IWF and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.8

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.77%+12.3%+13.6%+23.9%[…]−8.1%12.2%$491M2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HAPI 2022 · DFAC 2005 · IWF 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

DFAC

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $491M[…]

$10,000 five years ago, dividends reinvested · they hold 41.5% in common

DFACMeasureHAPI

+15.8%Year to dateJan 1 → Nov 4+12.3%

+17.7%1 yearTotal return+13.6%

+23.2%3 years · per year$10,000 became $18,682 · $19,002+23.9%

+11.7%5 years · per year$10,000 became $17,417 · […][…]

0.21%Expense ratio$21 · $35 a year on $10k · lower is better0.35%

0.87%Trailing 12-mo yield$87 · $77 a year on $10k0.77%

−8.5%Worst dropSmaller is better−8.1%

12.3%VolatilityLower is calmer12.2%

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

4–3DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs HAPI: Top 5 Holdings

Today

DFAC

20.1%in top 5

HAPI

in top 527.0%

DFACStockHAPI

4.8%MSFT5.9%

5.6%AAPL5.9%

2.6%AMZN5.7%

5.3%NVDA5.1%

1.9%META4.4%

Held in common41.5%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs HAPI Returns, Every Period

DimensionalDFAC

+17.7%

past year

HAPIHarbor

+13.6%

past year

DFACHAPIFaded: behind in that period

2–1DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs IJH

YTD

DimensionalDFAC

+15.8%

IJHiShares

+13.9%

+15.8%Year to date+13.9%

−8.5%Worst drop · 1Y−8.8%

12.3%Volatility · 1Y15.0%

0.9%Yield1.2%

$87.6BAssets$125B

3–1DFAC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, DFAC, IWF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

DFAC0.21%$21

HAPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HAPI, DFAC, IWF, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAC0.87%$87

HAPI0.77%$77

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$87 − $21 = $66

HAPI$77 − $35 = $42

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HAPI, DFAC, IWF, IJH

Today

43.6%most shared, HAPI and IWF

HAPIDFACIWFIJH

HAPI—41.5%43.6%0.2%

DFAC41.5%—40.8%11.5%

IWF43.6%40.8%—1.9%

IJH0.2%11.5%1.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 12.3% volatility

HAPIWorst drop−8.1%12.2% vol

DFACWorst drop−8.5%12.3% vol

IJHWorst drop−8.8%15.0% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+13.9%Year to date+15.8%

1.2%Yield0.9%

+16.4%Past year+17.7%

0.05%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026