Compare · 4 funds side by side · dividends reinvested

HAPI, IWB, IJH and VUG

HAPIHarbor×IWBiShares×IJHiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,575IWB · best of the four

02 / 04

HAPI, IWB, IJH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.0%+9.9%+21.7%[…]−8.1%12.7%$503M2.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.4B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: HAPI 2022 · IWB 2000 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IWB

iShares Russell 1000 ETF · $46.4B$16,575

$10,000 five years ago, dividends reinvested · they hold 48.3% in common

HAPIMeasureIWB

+8.0%Year to dateJan 1 → Nov 6+8.5%

+9.9%1 yearTotal return+9.6%

+21.7%3 years · per year$10,000 became $18,006 · $17,966+21.6%

[…]5 years · per year$10,000 became […] · $16,575+10.6%

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

0.80%Trailing 12-mo yield$80 · $95 a year on $10k0.95%

−8.1%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer13.6%

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

4–3HAPI wins

End-of-day Nov 6, 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

27.4%in top 5

IWB

in top 525.6%

HAPIStockIWB

6.2%AAPL7.1%

4.6%NVDA6.6%

6.2%MSFT5.8%

6.0%AMZN3.6%

4.4%METAnot top 5

not top 5GOOGL2.4%

Held in common48.3%

End-of-day Nov 6, 2026 · share of each fund

HAPI vs IWB Returns, Every Period

HarborHAPI

+9.9%

past year

IWBiShares

+9.6%

past year

HAPIIWBFaded: behind in that period

2–1HAPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

HAPI vs IJH

YTD

HarborHAPI

+8.0%

IJHiShares

+9.5%

+8.0%Year to date+9.5%

−8.1%Worst drop · 1Y−8.8%

12.7%Volatility · 1Y15.5%

0.8%Yield1.3%

$503MAssets$121B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, IWB, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

IWB0.15%$15

HAPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HAPI, IWB, IJH, VUG

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

IWB0.95%$95

HAPI0.80%$80

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IWB$95 − $15 = $80

HAPI$80 − $35 = $45

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HAPI, IWB, IJH, VUG

Today

52.0%most shared, IWB and VUG

HAPIIWBIJHVUG

HAPI—48.3%0.2%43.6%

IWB48.3%—4.2%52.0%

IJH0.2%4.2%—0.0%

VUG43.6%52.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+12.9%IJH, at 15.5% volatility

HAPIWorst drop−8.1%12.7% vol

IWBWorst drop−8.9%13.6% vol

IJHWorst drop−8.8%15.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHIWB

+9.5%Year to date+8.5%

1.3%Yield0.9%

+12.9%Past year+9.6%

0.05%Fee0.15%

4–0IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026