Compare · 4 funds side by side · dividends reinvested

HAPI, IWB, IJH and VO

HAPIHarbor×IWBiShares×IJHiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,924IWB · best of the four

02 / 04

HAPI, IWB, IJH and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.4

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%$483M2.6

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.93%+11.2%+13.5%+21.8%+11.1%−8.9%13.8%$46.6B2.9

Rank among the four1st → 4thFee, 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 · IWB 2000 · IJH 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $483M[…]

HAPI

IWB

iShares Russell 1000 ETF · $46.6B$16,924

$10,000 five years ago, dividends reinvested · they hold 48.6% in common

HAPIMeasureIWB

+10.6%Year to dateJan 1 → Nov 9+11.2%

+13.6%1 yearTotal return+13.5%

+21.9%3 years · per year$10,000 became $18,105 · $18,056+21.8%

[…]5 years · per year$10,000 became […] · $16,924+11.1%

0.35%Expense ratio$35 · $15 a year on $10k · lower is better0.15%

0.78%Trailing 12-mo yield$78 · $93 a year on $10k0.93%

−8.1%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.8%

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

4–3HAPI wins

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

More Ways to See the Pairs

HAPI vs IWB: Top 5 Holdings

Today

HAPI

27.5%in top 5

IWB

in top 525.6%

HAPIStockIWB

6.2%AAPL7.3%

4.7%NVDA6.4%

6.1%MSFT5.8%

6.0%AMZN3.7%

4.4%METAnot top 5

not top 5GOOGL2.4%

Held in common48.6%

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

HAPI vs IWB Returns, Every Period

HarborHAPI

+13.6%

past year

IWBiShares

+13.5%

past year

HAPIIWBFaded: behind in that period

2–1HAPI wins

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

HAPI vs VO

YTD

HarborHAPI

+10.6%

VOVanguard

+13.6%

+10.6%Year to date+13.6%

−8.1%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y13.1%

0.8%Yield1.4%

$483MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: HAPI, IWB, IJH, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

IWB0.15%$15

HAPI0.35%$35

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

Yields: HAPI, IWB, IJH, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJH1.21%$121

IWB0.93%$93

HAPI0.78%$78

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

IWB$93 − $15 = $78

HAPI$78 − $35 = $43

KeptFee

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

Overlap: HAPI, IWB, IJH, VO

Today

48.6%most shared, HAPI and IWB

HAPIIWBIJHVO

HAPI—48.6%0.2%13.5%

IWB48.6%—4.2%15.9%

IJH0.2%4.2%—0.2%

VO13.5%15.9%0.2%—

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

Return vs Bumpiness: 4 ETFs

+17.5%IJH, at 15.8% volatility

HAPIWorst drop−8.1%12.9% vol

VOWorst drop−8.2%13.1% vol

IWBWorst drop−8.9%13.8% vol

IJHWorst drop−8.8%15.8% vol

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

Paid More vs Made More

YTD

VOIJH

+13.6%Year to date+13.6%

1.4%Yield1.2%

+15.6%Past year+17.5%

0.03%Fee0.05%

2–1VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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