Compare · 4 funds side by side · dividends reinvested

HAPI, IJH, SCHD and VUG

HAPIHarbor×IJHiShares×SCHDSchwab×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

HAPI, IJH, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

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%$121B2.6

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%$484M2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

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 · IJH 2000 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 43.6% in common

VUGMeasureHAPI

+1.4%Year to dateJan 1 → Nov 6+8.0%

+0.2%1 yearTotal return+9.9%

+22.6%3 years · per year$10,000 became $18,415 · $18,006+21.7%

+10.0%5 years · per year$10,000 became $16,124 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

0.42%Trailing 12-mo yield$42 · $80 a year on $10k0.80%

−15.1%Worst dropSmaller is better−8.1%

19.0%VolatilityLower is calmer12.7%

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

2–5HAPI wins

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

More Ways to See the Pairs

VUG vs HAPI: Top 5 Holdings

Today

VUG

45.2%in top 5

HAPI

in top 527.4%

VUGStockHAPI

13.5%NVDA4.6%

12.5%AAPL6.2%

9.7%MSFT6.2%

not top 5AMZN6.0%

5.2%GOOGLnot top 5

not top 5META4.4%

4.3%AVGOnot top 5

Held in common43.6%

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

VUG vs HAPI Returns, Every Period

VanguardVUG

+0.2%

past year

HAPIHarbor

+9.9%

past year

VUGHAPIFaded: behind in that period

1–2HAPI wins

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

Stocks vs Income: VUG vs SCHD

YTD

VanguardVUG

+1.4%

SCHDSchwab

+31.4%

+1.4%Year to date+31.4%

−15.1%Worst drop · 1Y−6.9%

19.0%Volatility · 1Y11.7%

0.4%Yield3.0%

$233BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: HAPI, IJH, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

SCHD0.06%$6

HAPI0.35%$35

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

Yields: HAPI, IJH, SCHD, VUG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IJH1.25%$125

HAPI0.80%$80

VUG0.42%$42

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IJH$125 − $5 = $120

HAPI$80 − $35 = $45

VUG$42 − $3 = $39

KeptFee

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

Overlap: HAPI, IJH, SCHD, VUG

Today

43.6%most shared, HAPI and VUG

HAPIIJHSCHDVUG

HAPI—0.2%9.7%43.6%

IJH0.2%—3.5%0.0%

SCHD9.7%3.5%—0.8%

VUG43.6%0.0%0.8%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

HAPIWorst drop−8.1%12.7% vol

IJHWorst drop−8.8%15.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SCHDIJH

+31.4%Year to date+9.5%

3.0%Yield1.3%

+37.0%Past year+12.9%

0.06%Fee0.05%

3–1SCHD 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

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

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