Compare · 4 funds side by side · dividends reinvested

HAPI, DIA, VO and IJR

HAPIHarbor×DIASPDR×VOVanguard×IJRiShares×

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, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.9

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%$503M2.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.6

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%$45.9B2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: HAPI 2022 · DIA 1998 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IJRMeasureHAPI

+15.5%Year to dateJan 1 → Nov 6+8.0%

+17.6%1 yearTotal return+9.9%

+17.3%3 years · per year$10,000 became $16,147 · $18,006+21.7%

+5.7%5 years · per year$10,000 became $13,170 · […][…]

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

1.24%Trailing 12-mo yield$124 · $80 a year on $10k0.80%

−9.7%Worst dropSmaller is better−8.1%

16.2%VolatilityLower is calmer12.7%

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

4–3IJR wins

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

More Ways to See the Pairs

IJR vs HAPI: Top 5 Holdings

Today

IJR

2.6%in top 5

HAPI

in top 527.4%

IJRStockHAPI

not top 5AAPL6.2%

not top 5MSFT6.2%

not top 5AMZN6.0%

not top 5NVDA4.6%

not top 5META4.4%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common0.1%

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

IJR vs HAPI Returns, Every Period

iSharesIJR

+17.6%

past year

HAPIHarbor

+9.9%

past year

IJRHAPIFaded: behind in that period

2–1IJR wins

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

IJR vs DIA

YTD

iSharesIJR

+15.5%

DIASPDR

+7.8%

+15.5%Year to date+7.8%

−9.7%Worst drop · 1Y−9.8%

16.2%Volatility · 1Y13.4%

1.2%Yield1.4%

$104BAssets$45.9B

2–2level

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

Cost, Income and Risk

Fees: HAPI, DIA, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

DIA0.16%$16

HAPI0.35%$35

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

Yields: HAPI, DIA, VO, IJR

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

VO1.39%$139

IJR1.24%$124

HAPI0.80%$80

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DIA$140 − $16 = $124

IJR$124 − $6 = $118

HAPI$80 − $35 = $45

KeptFee

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

Overlap: HAPI, DIA, VO, IJR

Today

34.4%most shared, HAPI and DIA

HAPIDIAVOIJR

HAPI—34.4%13.5%0.1%

DIA34.4%—1.1%0.0%

VO13.5%1.1%—0.0%

IJR0.1%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

HAPIWorst drop−8.1%12.7% vol

VOWorst drop−8.2%12.9% vol

DIAWorst drop−9.8%13.4% vol

IJRWorst drop−9.7%16.2% vol

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

Paid More vs Made More

YTD

DIAIJR

+7.8%Year to date+15.5%

1.4%Yield1.2%

+9.9%Past year+17.6%

0.16%Fee0.06%

3–1IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026