Compare · 4 funds side by side · dividends reinvested

HAPI, IVV, IWF and VUG

HAPIHarbor×IVViShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,118IVV · best of the four

02 / 04

HAPI, IVV, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.5

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%$491M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B3.6

Rank among the four1st → 4thFee, 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 · IVV 2000 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IVV

iShares Core S&P 500 ETF · $872B$18,118

$10,000 five years ago, dividends reinvested · they hold 50.2% in common

HAPIMeasureIVV

+12.3%Year to dateJan 1 → Nov 4+13.4%

+13.6%1 yearTotal return+13.5%

+23.9%3 years · per year$10,000 became $19,002 · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.77%Trailing 12-mo yield$77 · $109 a year on $10k1.09%

−8.1%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer12.9%

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

3–4IVV 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 IVV: Top 5 Holdings

Today

HAPI

27.0%in top 5

IVV

in top 527.3%

HAPIStockIVV

5.1%NVDA7.7%

5.9%AAPL7.4%

5.9%MSFT5.9%

5.7%AMZN3.8%

4.4%METAnot top 5

not top 5GOOGL2.5%

Held in common50.2%

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

HAPI vs IVV Returns, Every Period

HarborHAPI

+13.6%

past year

IVViShares

+13.5%

past year

HAPIIVVFaded: behind in that period

1–2IVV wins

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

Stocks vs Core: HAPI vs IVV

YTD

HarborHAPI

+12.3%

IVViShares

+13.4%

+12.3%Year to date+13.4%

−8.1%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y12.9%

0.8%Yield1.1%

$491MAssets$872B

2–2level

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

Cost, Income and Risk

Fees: HAPI, IVV, IWF, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

IWF0.18%$18

HAPI0.35%$35

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

Yields: HAPI, IVV, IWF, VUG

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

HAPI0.77%$77

VUG0.40%$40

IWF0.37%$37

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

HAPI$77 − $35 = $42

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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

Overlap: HAPI, IVV, IWF, VUG

Today

77.4%most shared, IWF and VUG

HAPIIVVIWFVUG

HAPI—50.2%43.6%43.7%

IVV50.2%—56.5%55.4%

IWF43.6%56.5%—77.4%

VUG43.7%55.4%77.4%—

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

Return vs Bumpiness: 4 ETFs

+13.6%HAPI, at 12.2% volatility

HAPIWorst drop−8.1%12.2% vol

IVVWorst drop−8.9%12.9% vol

VUGWorst drop−16.1%18.2% 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

IVVHAPI

+13.4%Year to date+12.3%

1.1%Yield0.8%

+13.5%Past year+13.6%

0.03%Fee0.35%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026