Compare · 2 funds side by side · dividends reinvested

HAPI and IJR

HAPIHarbor×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,920IJR · best of the two

02 / 04

HAPI and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$106B1.4

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.77%+12.3%+13.6%+23.9%[…]−8.1%12.2%$491M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HAPI 2022 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $491M[…]

HAPI

IJR

iShares Core S&P Small-Cap ETF · $106B$13,920

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

HAPIMeasureIJR

+12.3%Year to dateJan 1 → Nov 4+19.9%

+13.6%1 yearTotal return+22.7%

+23.9%3 years · per year$10,000 became $19,002 · $16,979+19.3%

[…]5 years · per year$10,000 became […] · $13,920+6.8%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.77%Trailing 12-mo yield$77 · $120 a year on $10k1.20%

−8.1%Worst dropSmaller is better−9.7%

12.2%VolatilityLower is calmer15.8%

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

3–4IJR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HAPI vs IJR: Top 5 Holdings

Today

HAPI

27.0%in top 5

IJR

in top 52.7%

HAPIStockIJR

5.9%MSFTnot top 5

5.9%AAPLnot top 5

5.7%AMZNnot top 5

5.1%NVDAnot top 5

4.4%METAnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

HAPI vs IJR Returns, Every Period

HarborHAPI

+13.6%

past year

IJRiShares

+22.7%

past year

HAPIIJRFaded: behind in that period

1–2IJR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HAPI vs IJR

YTD

HarborHAPI

+12.3%

IJRiShares

+19.9%

+12.3%Year to date+19.9%

−8.1%Worst drop · 1Y−9.7%

12.2%Volatility · 1Y15.8%

0.8%Yield1.2%

$491MAssets$106B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

HAPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HAPI, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

HAPI0.77%$77

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

HAPI$77 − $35 = $42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HAPI, IJR

Today

0.1%most shared, HAPI and IJR

HAPIIJR

HAPI—0.1%

IJR0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.7%IJR, at 15.8% volatility

HAPIWorst drop−8.1%12.2% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJRHAPI

+19.9%Year to date+12.3%

1.2%Yield0.8%

+22.7%Past year+13.6%

0.06%Fee0.35%

4–0IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026