Compare · 4 funds side by side · dividends reinvested

HAPI, DIA, IJH and IWF

HAPIHarbor×DIASPDR×IJHiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,590DIA · best of the four

02 / 04

HAPI, DIA, IJH and IWF, 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%$484M2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

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%$45.9B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: HAPI 2022 · DIA 1998 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $121B$13,830

IJH

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $484M[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

IJHMeasureHAPI

+9.5%Year to dateJan 1 → Nov 6+8.0%

+12.9%1 yearTotal return+9.9%

+16.5%3 years · per year$10,000 became $15,806 · $18,006+21.7%

+6.7%5 years · per year$10,000 became $13,830 · […][…]

0.05%Expense ratio$5 · $35 a year on $10k · lower is better0.35%

1.25%Trailing 12-mo yield$125 · $80 a year on $10k0.80%

−8.8%Worst dropSmaller is better−8.1%

15.5%VolatilityLower is calmer12.7%

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

4–3IJH wins

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

More Ways to See the Pairs

IJH vs HAPI: Top 5 Holdings

Today

IJH

3.5%in top 5

HAPI

in top 527.4%

IJHStockHAPI

not top 5AAPL6.2%

not top 5MSFT6.2%

not top 5AMZN6.0%

not top 5NVDA4.6%

not top 5META4.4%

0.7%UTHRnot top 5

0.7%FTInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

0.7%ATInot top 5

Held in common0.2%

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

IJH vs HAPI Returns, Every Period

iSharesIJH

+12.9%

past year

HAPIHarbor

+9.9%

past year

IJHHAPIFaded: behind in that period

2–1IJH wins

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

IJH vs DIA

YTD

iSharesIJH

+9.5%

DIASPDR

+7.8%

+9.5%Year to date+7.8%

−8.8%Worst drop · 1Y−9.8%

15.5%Volatility · 1Y13.4%

1.3%Yield1.4%

$121BAssets$45.9B

2–2level

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

Cost, Income and Risk

Fees: HAPI, DIA, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DIA0.16%$16

IWF0.18%$18

HAPI0.35%$35

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

Yields: HAPI, DIA, IJH, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

IJH1.25%$125

HAPI0.80%$80

IWF0.39%$39

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IJH$125 − $5 = $120

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

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

Overlap: HAPI, DIA, IJH, IWF

Today

44.0%most shared, HAPI and IWF

HAPIDIAIJHIWF

HAPI—34.4%0.2%44.0%

DIA34.4%—0.0%21.7%

IJH0.2%0.0%—1.9%

IWF44.0%21.7%1.9%—

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

Return vs Bumpiness: 4 ETFs

+12.9%IJH, at 15.5% volatility

HAPIWorst drop−8.1%12.7% vol

DIAWorst drop−9.8%13.4% vol

IJHWorst drop−8.8%15.5% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

DIAIJH

+7.8%Year to date+9.5%

1.4%Yield1.3%

+9.9%Past year+12.9%

0.16%Fee0.05%

3–1IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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$59.7B

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