Compare · 3 funds side by side · dividends reinvested

HAPI, IJR and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

HAPI, IJR and IWF, 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%$106B1.6

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%$491M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.5

Rank among the three1st → 3rdFee, 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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

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

HAPIMeasureIWF

+12.3%Year to dateJan 1 → Nov 4−0.1%

+13.6%1 yearTotal return−3.0%

+23.9%3 years · per year$10,000 became $19,002 · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

0.77%Trailing 12-mo yield$77 · $37 a year on $10k0.37%

−8.1%Worst dropSmaller is better−15.6%

12.2%VolatilityLower is calmer18.3%

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

6–1HAPI 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 IWF: Top 5 Holdings

Today

HAPI

27.0%in top 5

IWF

in top 539.3%

HAPIStockIWF

5.1%NVDA15.1%

5.9%AAPL8.1%

5.9%MSFT6.1%

5.7%AMZNnot top 5

not top 5GOOGL5.1%

not top 5AVGO4.8%

4.4%METAnot top 5

Held in common43.6%

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

HAPI vs IWF Returns, Every Period

HarborHAPI

+13.6%

past year

IWFiShares

−3.0%

past year

HAPIIWFFaded: behind in that period

3–0HAPI 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, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

HAPI0.35%$35

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

Yields: HAPI, IJR, IWF

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

HAPI0.77%$77

IWF0.37%$37

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

IWF$37 − $18 = $19

KeptFee

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

Overlap: HAPI, IJR, IWF

Today

43.6%most shared, HAPI and IWF

HAPIIJRIWF

HAPI—0.1%43.6%

IJR0.1%—0.1%

IWF43.6%0.1%—

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

Return vs Bumpiness: 3 ETFs

+22.7%IJR, at 15.8% volatility

HAPIWorst drop−8.1%12.2% vol

IJRWorst drop−9.7%15.8% vol

IWFWorst drop−15.6%18.3% 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 Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

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