Compare · 3 funds side by side · dividends reinvested

HAPI, IVV and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

HAPI, IVV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B2.0

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.6%+13.6%+21.9%[…]−8.1%12.9%$483M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: HAPI 2022 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

SPYM

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

SPYMMeasureIVV

+11.3%Year to dateJan 1 → Nov 9+11.3%

+13.6%1 yearTotal return+13.6%

+22.0%3 years · per year$10,000 became $18,161 · $18,159+22.0%

+11.9%5 years · per year$10,000 became $17,553 · $17,545+11.9%

0.02%Expense ratio$2 · $3 a year on $10k · lower is better0.03%

1.03%Trailing 12-mo yield$103 · $111 a year on $10k1.11%

−8.9%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.8%

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

2–1SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs IVV: Top 5 Holdings

Today

SPYM

27.8%in top 5

IVV

in top 527.8%

SPYMStockIVV

7.9%AAPL7.9%

7.1%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.9%

End-of-day Nov 9, 2026 · share of each fund

SPYM vs IVV Returns, Every Period

SPDRSPYM

+11.9%

5 years, per year

IVViShares

+11.9%

5 years, per year

SPYMIVVFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPYM vs IVV

YTD

SPDRSPYM

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.8%

1.0%Yield1.1%

$179BAssets$875B

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

HAPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HAPI, IVV, SPYM

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

HAPI0.78%$78

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

HAPI$78 − $35 = $43

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HAPI, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

HAPIIVVSPYM

HAPI—50.7%50.8%

IVV50.7%—99.9%

SPYM50.8%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%HAPI, at 12.9% volatility

HAPIWorst drop−8.1%12.9% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+11.3%Year to date+11.3%

1.1%Yield1.0%

+13.6%Past year+13.6%

0.03%Fee0.02%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026