Compare · 3 funds side by side · dividends reinvested

HAPI, IJH and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

HAPI, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$125B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.9

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%$503M2.1

Rank among the three1st → 3rdFee, 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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

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

HAPIMeasureIJH

+8.2%Year to dateJan 1 → Nov 5+9.5%

+10.5%1 yearTotal return+12.9%

+22.1%3 years · per year$10,000 became $18,219 · $15,806+16.5%

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

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

0.80%Trailing 12-mo yield$80 · $126 a year on $10k1.26%

−8.1%Worst dropSmaller is better−8.8%

12.8%VolatilityLower is calmer15.5%

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

3–4IJH wins

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 IJH: Top 5 Holdings

Today

HAPI

27.4%in top 5

IJH

in top 53.5%

HAPIStockIJH

6.2%MSFTnot top 5

6.1%AAPLnot top 5

5.9%AMZNnot top 5

4.9%NVDAnot top 5

4.4%METAnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common0.2%

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

HAPI vs IJH Returns, Every Period

HarborHAPI

+10.5%

past year

IJHiShares

+12.9%

past year

HAPIIJHFaded: behind in that period

1–2IJH wins

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$125B

2–2level

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

Cost, Income and Risk

Fees: HAPI, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

HAPI0.35%$35

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

Yields: HAPI, IJH, VOO

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

VOO1.10%$110

HAPI0.80%$80

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

VOO$110 − $3 = $107

HAPI$80 − $35 = $45

KeptFee

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

Overlap: HAPI, IJH, VOO

Today

49.9%most shared, HAPI and VOO

HAPIIJHVOO

HAPI—0.2%49.9%

IJH0.2%—0.1%

VOO49.9%0.1%—

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

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

HAPIWorst drop−8.1%12.8% vol

VOOWorst drop−8.9%13.5% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

IJHVOO

+9.5%Year to date+8.4%

1.3%Yield1.1%

+12.9%Past year+9.8%

0.05%Fee0.03%

3–1IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

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$887B

0–0level

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