Compare · 3 funds side by side · dividends reinvested

HAPI, IWB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,459IWB · best of the three

02 / 04

HAPI, IWB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.6

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.77%+12.3%+13.6%+23.9%[…]−8.1%12.2%$491M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: HAPI 2022 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $491M[…]

HAPI

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 48.0% in common

HAPIMeasureIWB

+12.3%Year to dateJan 1 → Nov 4+13.0%

+13.6%1 yearTotal return+13.2%

+23.9%3 years · per year$10,000 became $19,002 · $19,023+23.9%

[…]5 years · per year$10,000 became […] · $17,459+11.8%

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

0.77%Trailing 12-mo yield$77 · $91 a year on $10k0.91%

−8.1%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer12.9%

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

3–3Level

End-of-day Nov 4, 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

27.0%in top 5

IWB

in top 525.2%

HAPIStockIWB

5.1%NVDA6.9%

5.9%AAPL6.9%

5.9%MSFT5.5%

5.7%AMZN3.5%

4.4%METAnot top 5

not top 5GOOGL2.3%

Held in common48.0%

End-of-day Nov 4, 2026 · share of each fund

HAPI vs IWB Returns, Every Period

HarborHAPI

+13.6%

past year

IWBiShares

+13.2%

past year

HAPIIWBFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HAPI vs IWB

YTD

HarborHAPI

+12.3%

IWBiShares

+13.0%

+12.3%Year to date+13.0%

−8.1%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y12.9%

0.8%Yield0.9%

$491MAssets$47.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, IWB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

HAPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HAPI, IWB, VUG

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

HAPI0.77%$77

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

HAPI$77 − $35 = $42

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HAPI, IWB, VUG

Today

52.0%most shared, IWB and VUG

HAPIIWBVUG

HAPI—48.0%43.7%

IWB48.0%—52.0%

VUG43.7%52.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%HAPI, at 12.2% volatility

HAPIWorst drop−8.1%12.2% vol

IWBWorst drop−8.9%12.9% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWBHAPI

+13.0%Year to date+12.3%

0.9%Yield0.8%

+13.2%Past year+13.6%

0.15%Fee0.35%

3–1IWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026