Compare · 3 funds side by side · dividends reinvested

HAPI, DFAC and IWF

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

02 / 04

HAPI, DFAC and IWF, 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%$87.6B1.5

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%$491M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.6

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $120B$16,559

IWF

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 40.8% in common

IWFMeasureDFAC

−0.1%Year to dateJan 1 → Nov 4+15.8%

−3.0%1 yearTotal return+17.7%

+22.3%3 years · per year$10,000 became $18,310 · $18,682+23.2%

+10.6%5 years · per year$10,000 became $16,559 · $17,417+11.7%

0.18%Expense ratio$18 · $21 a year on $10k · lower is better0.21%

0.37%Trailing 12-mo yield$37 · $87 a year on $10k0.87%

−15.6%Worst dropSmaller is better−8.5%

18.3%VolatilityLower is calmer12.3%

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

1–7DFAC wins

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

More Ways to See the Pairs

IWF vs DFAC: Top 5 Holdings

Today

IWF

39.3%in top 5

DFAC

in top 520.1%

IWFStockDFAC

15.1%NVDA5.3%

8.1%AAPL5.6%

6.1%MSFT4.8%

5.1%GOOGLnot top 5

4.8%AVGOnot top 5

not top 5AMZN2.6%

not top 5META1.9%

Held in common40.8%

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

IWF vs DFAC Returns, Every Period

iSharesIWF

+10.6%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

IWFDFACFaded: behind in that period

0–4DFAC wins

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

IWF vs DFAC

YTD

iSharesIWF

−0.1%

DFACDimensional

+15.8%

−0.1%Year to date+15.8%

−15.6%Worst drop · 1Y−8.5%

18.3%Volatility · 1Y12.3%

0.4%Yield0.9%

$120BAssets$87.6B

4–0DFAC wins

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

Cost, Income and Risk

Fees: HAPI, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

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

0.87%highest, DFAC

FundTrailing yieldYield$10k

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

$66most kept, DFAC

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

Today

43.6%most shared, HAPI and IWF

HAPIDFACIWF

HAPI—41.5%43.6%

DFAC41.5%—40.8%

IWF43.6%40.8%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

HAPIWorst drop−8.1%12.2% vol

DFACWorst drop−8.5%12.3% 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

DFACHAPI

+15.8%Year to date+12.3%

0.9%Yield0.8%

+17.7%Past year+13.6%

0.21%Fee0.35%

4–0DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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