Compare · 3 funds side by side · dividends reinvested

HAPI, IWB and IWF

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

02 / 04

HAPI, IWB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.93%+11.2%+13.5%+21.8%+11.1%−8.9%13.8%$46.6B1.5

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%$483M1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.8

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 · IWB 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

IWB

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

$10,000 five years ago, dividends reinvested · they hold 55.0% in common

IWFMeasureIWB

−2.5%Year to dateJan 1 → Nov 9+11.2%

−2.2%1 yearTotal return+13.5%

+19.8%3 years · per year$10,000 became $17,207 · $18,056+21.8%

+9.7%5 years · per year$10,000 became $15,892 · $16,924+11.1%

0.18%Expense ratio$18 · $15 a year on $10k · lower is better0.15%

0.38%Trailing 12-mo yield$38 · $93 a year on $10k0.93%

−14.6%Worst dropSmaller is better−8.9%

19.5%VolatilityLower is calmer13.8%

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

0–8IWB wins

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

More Ways to See the Pairs

IWF vs IWB: Top 5 Holdings

Today

IWF

39.7%in top 5

IWB

in top 525.6%

IWFStockIWB

14.3%NVDA6.4%

8.8%AAPL7.3%

6.5%MSFT5.8%

5.5%GOOGL2.4%

4.5%AVGOnot top 5

not top 5AMZN3.7%

Held in common55.0%

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

IWF vs IWB Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

IWBiShares

+11.1%

5 years, per year

IWFIWBFaded: behind in that period

0–4IWB wins

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

IWF vs IWB

YTD

iSharesIWF

−2.5%

IWBiShares

+11.2%

−2.5%Year to date+11.2%

−14.6%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.8%

0.4%Yield0.9%

$115BAssets$46.6B

4–0IWB wins

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

Cost, Income and Risk

Fees: HAPI, IWB, IWF

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

IWF0.18%$18

HAPI0.35%$35

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

Yields: HAPI, IWB, IWF

0.93%highest, IWB

FundTrailing yieldYield$10k

IWB0.93%$93

HAPI0.78%$78

IWF0.38%$38

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

Income After Fees on $10,000

$78most kept, IWB

IWB$93 − $15 = $78

HAPI$78 − $35 = $43

IWF$38 − $18 = $20

KeptFee

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

Overlap: HAPI, IWB, IWF

Today

55.0%most shared, IWB and IWF

HAPIIWBIWF

HAPI—48.6%44.0%

IWB48.6%—55.0%

IWF44.0%55.0%—

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

IWBWorst drop−8.9%13.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

IWBHAPI

+11.2%Year to date+10.6%

0.9%Yield0.8%

+13.5%Past year+13.6%

0.15%Fee0.35%

3–1IWB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

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%

$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