Compare · 4 funds side by side · dividends reinvested

HAPI, IJH, IVV and IWF

HAPIHarbor×IJHiShares×IVViShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

HAPI, IJH, IVV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

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%$503M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.5

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 · IJH 2000 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 50.6% in common

HAPIMeasureIVV

+8.2%Year to dateJan 1 → Nov 5+8.4%

+10.5%1 yearTotal return+9.7%

+22.1%3 years · per year$10,000 became $18,219 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.80%Trailing 12-mo yield$80 · $114 a year on $10k1.14%

−8.1%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer13.6%

HAPIIVV 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

HAPI vs IVV: Top 5 Holdings

Today

HAPI

27.4%in top 5

IVV

in top 527.7%

HAPIStockIVV

6.1%AAPL7.7%

4.9%NVDA7.3%

6.2%MSFT6.2%

5.9%AMZN3.9%

4.4%METAnot top 5

not top 5GOOGL2.6%

Held in common50.6%

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

HAPI vs IVV Returns, Every Period

HarborHAPI

+10.5%

past year

IVViShares

+9.7%

past year

HAPIIVVFaded: behind in that period

1–1Level

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

HAPI vs IJH

YTD

HarborHAPI

+8.2%

IJHiShares

+9.5%

+8.2%Year to date+9.5%

−8.1%Worst drop · 1Y−8.8%

12.8%Volatility · 1Y15.5%

0.8%Yield1.3%

$503MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: HAPI, IJH, IVV, IWF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IJH0.05%$5

IWF0.18%$18

HAPI0.35%$35

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

Yields: HAPI, IJH, IVV, IWF

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

IVV1.14%$114

HAPI0.80%$80

IWF0.39%$39

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IVV$114 − $3 = $111

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

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

Overlap: HAPI, IJH, IVV, IWF

Today

56.4%most shared, IVV and IWF

HAPIIJHIVVIWF

HAPI—0.2%50.6%43.8%

IJH0.2%—0.0%1.9%

IVV50.6%0.0%—56.4%

IWF43.8%1.9%56.4%—

End-of-day Nov 5, 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%12.8% vol

IVVWorst drop−8.9%13.6% vol

IJHWorst drop−8.8%15.5% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

IJHIVV

+9.5%Year to date+8.4%

1.3%Yield1.1%

+12.9%Past year+9.7%

0.05%Fee0.03%

3–1IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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$59.1B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026