Compare · 4 funds side by side · dividends reinvested

HAPI, DIA, IJR and VUG

HAPIHarbor×DIASPDR×IJRiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

HAPI, DIA, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$44.9B2.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B2.3

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%$503M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.9

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 · DIA 1998 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$15,693

DIA

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503M[…]

$10,000 five years ago, dividends reinvested · they hold 34.3% in common

DIAMeasureHAPI

+8.2%Year to dateJan 1 → Nov 5+8.2%

+10.8%1 yearTotal return+10.5%

+17.7%3 years · per year$10,000 became $16,322 · $18,219+22.1%

+9.4%5 years · per year$10,000 became $15,693 · […][…]

0.16%Expense ratio$16 · $35 a year on $10k · lower is better0.35%

1.40%Trailing 12-mo yield$140 · $80 a year on $10k0.80%

−9.8%Worst dropSmaller is better−8.1%

13.4%VolatilityLower is calmer12.8%

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

3–3Level

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

More Ways to See the Pairs

DIA vs HAPI: Top 5 Holdings

Today

DIA

33.3%in top 5

HAPI

in top 527.4%

DIAStockHAPI

10.3%GSnot top 5

6.6%CATnot top 5

6.2%MSFT6.2%

not top 5AAPL6.1%

not top 5AMZN5.9%

5.3%AMGNnot top 5

not top 5NVDA4.9%

4.9%Vnot top 5

not top 5META4.4%

Held in common34.3%

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

DIA vs HAPI Returns, Every Period

SPDRDIA

+10.8%

past year

HAPIHarbor

+10.5%

past year

DIAHAPIFaded: behind in that period

1–1Level

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

DIA vs IJR

YTD

SPDRDIA

+8.2%

IJRiShares

+15.4%

+8.2%Year to date+15.4%

−9.8%Worst drop · 1Y−9.7%

13.4%Volatility · 1Y16.3%

1.4%Yield1.2%

$44.9BAssets$108B

2–2level

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

Cost, Income and Risk

Fees: HAPI, DIA, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

DIA0.16%$16

HAPI0.35%$35

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

Yields: HAPI, DIA, IJR, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

IJR1.24%$124

HAPI0.80%$80

VUG0.43%$43

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IJR$124 − $6 = $118

HAPI$80 − $35 = $45

VUG$43 − $3 = $40

KeptFee

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

Overlap: HAPI, DIA, IJR, VUG

Today

43.9%most shared, HAPI and VUG

HAPIDIAIJRVUG

HAPI—34.3%0.1%43.9%

DIA34.3%—0.0%20.7%

IJR0.1%0.0%—0.0%

VUG43.9%20.7%0.0%—

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

Return vs Bumpiness: 4 ETFs

+19.4%IJR, at 16.3% volatility

HAPIWorst drop−8.1%12.8% vol

DIAWorst drop−9.8%13.4% vol

IJRWorst drop−9.7%16.3% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DIAIJR

+8.2%Year to date+15.4%

1.4%Yield1.2%

+10.8%Past year+19.4%

0.16%Fee0.06%

3–1IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026