Compare · 4 funds side by side · dividends reinvested

HAPI, IWB, VO and VTV

HAPIHarbor×IWBiShares×VOVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

HAPI, IWB, VO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.5

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.2%+10.5%+22.1%[…]−8.1%12.8%$503M2.7

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$46.4B3.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: HAPI 2022 · IWB 2000 · VO 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.4B$16,543

IWB

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 48.4% in common

IWBMeasureHAPI

+8.1%Year to dateJan 1 → Nov 5+8.2%

+9.6%1 yearTotal return+10.5%

+21.8%3 years · per year$10,000 became $18,083 · $18,219+22.1%

+10.6%5 years · per year$10,000 became $16,543 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

0.95%Trailing 12-mo yield$95 · $80 a year on $10k0.80%

−8.9%Worst dropSmaller is better−8.1%

13.6%VolatilityLower is calmer12.8%

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

2–5HAPI wins

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

More Ways to See the Pairs

IWB vs HAPI: Top 5 Holdings

Today

IWB

25.6%in top 5

HAPI

in top 527.4%

IWBStockHAPI

7.1%AAPL6.1%

6.6%NVDA4.9%

5.8%MSFT6.2%

3.6%AMZN5.9%

not top 5META4.4%

2.4%GOOGLnot top 5

Held in common48.4%

End-of-day Nov 5, 2026 · share of each fund

IWB vs HAPI Returns, Every Period

iSharesIWB

+9.6%

past year

HAPIHarbor

+10.5%

past year

IWBHAPIFaded: behind in that period

0–3HAPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWB vs VTV

YTD

iSharesIWB

+8.1%

VTVVanguard

+19.0%

+8.1%Year to date+19.0%

−8.9%Worst drop · 1Y−6.4%

13.6%Volatility · 1Y10.7%

1.0%Yield1.9%

$46.4BAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, IWB, VO, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

IWB0.15%$15

HAPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HAPI, IWB, VO, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

VO1.39%$139

IWB0.95%$95

HAPI0.80%$80

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VO$139 − $3 = $136

IWB$95 − $15 = $80

HAPI$80 − $35 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HAPI, IWB, VO, VTV

Today

48.4%most shared, HAPI and IWB

HAPIIWBVOVTV

HAPI—48.4%13.5%35.3%

IWB48.4%—15.9%40.8%

VO13.5%15.9%—28.5%

VTV35.3%40.8%28.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

HAPIWorst drop−8.1%12.8% vol

VOWorst drop−8.2%12.9% vol

IWBWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVO

+19.0%Year to date+10.7%

1.9%Yield1.4%

+24.0%Past year+12.4%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026