Compare · 4 funds side by side · dividends reinvested

HAPI, IVV, IWF and QQQ

HAPIHarbor×IVViShares×IWFiShares×QQQInvesco×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,352QQQ · best of the four

02 / 04

HAPI, IVV, IWF and QQQ, 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%$887B1.6

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%$503M2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.4

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 · IVV 2000 · IWF 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $465B$17,352

QQQ

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 41.6% in common

QQQMeasureHAPI

+5.7%Year to dateJan 1 → Nov 5+8.2%

+5.0%1 yearTotal return+10.5%

+23.3%3 years · per year$10,000 became $18,756 · $18,219+22.1%

+11.7%5 years · per year$10,000 became $17,352 · […][…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

0.48%Trailing 12-mo yield$48 · $80 a year on $10k0.80%

−14.8%Worst dropSmaller is better−8.1%

21.3%VolatilityLower is calmer12.8%

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

2–5HAPI wins

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

More Ways to See the Pairs

QQQ vs HAPI: Top 5 Holdings

Today

QQQ

31.5%in top 5

HAPI

in top 527.4%

QQQStockHAPI

8.3%AAPL6.1%

7.8%NVDA4.9%

6.7%MSFT6.2%

4.7%AMZN5.9%

not top 5META4.4%

4.0%MUnot top 5

Held in common41.6%

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

QQQ vs HAPI Returns, Every Period

InvescoQQQ

+5.0%

past year

HAPIHarbor

+10.5%

past year

QQQHAPIFaded: behind in that period

1–2HAPI wins

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

QQQ vs IVV

YTD

InvescoQQQ

+5.7%

IVViShares

+8.4%

+5.7%Year to date+8.4%

−14.8%Worst drop · 1Y−8.9%

21.3%Volatility · 1Y13.6%

0.5%Yield1.1%

$465BAssets$887B

4–0IVV wins

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

Cost, Income and Risk

Fees: HAPI, IVV, IWF, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IWF0.18%$18

QQQ0.18%$18

HAPI0.35%$35

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

Yields: HAPI, IVV, IWF, QQQ

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

HAPI0.80%$80

QQQ0.48%$48

IWF0.39%$39

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

HAPI$80 − $35 = $45

QQQ$48 − $18 = $30

IWF$39 − $18 = $21

KeptFee

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

Overlap: HAPI, IVV, IWF, QQQ

Today

58.1%most shared, IWF and QQQ

HAPIIVVIWFQQQ

HAPI—50.6%43.8%41.6%

IVV50.6%—56.4%52.8%

IWF43.8%56.4%—58.1%

QQQ41.6%52.8%58.1%—

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

Return vs Bumpiness: 4 ETFs

+10.5%HAPI, at 12.8% volatility

HAPIWorst drop−8.1%12.8% vol

IVVWorst drop−8.9%13.6% vol

IWFWorst drop−14.6%19.3% vol

QQQWorst drop−14.8%21.3% vol

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

Paid More vs Made More

YTD

IVVHAPI

+8.4%Year to date+8.2%

1.1%Yield0.8%

+9.7%Past year+10.5%

0.03%Fee0.35%

3–1IVV 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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM 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$62.5B

1–1level

End-of-day Nov 5, 2026