Compare · 4 funds side by side · dividends reinvested

HAPI, IWB, VUG and IJH

HAPIHarbor×IWBiShares×VUGVanguard×IJHiShares×

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, VUG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$121B2.1

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%$483M2.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.93%+11.2%+13.5%+21.8%+11.1%−8.9%13.8%$46.6B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: HAPI 2022 · IWB 2000 · VUG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IJH

iShares Core S&P Mid-Cap ETF · $121B$14,049

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

HAPIMeasureIJH

+10.6%Year to dateJan 1 → Nov 9+13.6%

+13.6%1 yearTotal return+17.5%

+21.9%3 years · per year$10,000 became $18,105 · $15,960+16.9%

[…]5 years · per year$10,000 became […] · $14,049+7.0%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

0.78%Trailing 12-mo yield$78 · $121 a year on $10k1.21%

−8.1%Worst dropSmaller is better−8.8%

12.9%VolatilityLower is calmer15.8%

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

3–4IJH 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 IJH: Top 5 Holdings

Today

HAPI

27.5%in top 5

IJH

in top 53.5%

HAPIStockIJH

6.2%AAPLnot top 5

6.1%MSFTnot top 5

6.0%AMZNnot top 5

4.7%NVDAnot top 5

4.4%METAnot top 5

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common0.2%

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

HAPI vs IJH Returns, Every Period

HarborHAPI

+13.6%

past year

IJHiShares

+17.5%

past year

HAPIIJHFaded: behind in that period

1–2IJH wins

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

HAPI vs IJH

YTD

HarborHAPI

+10.6%

IJHiShares

+13.6%

+10.6%Year to date+13.6%

−8.1%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.8%

0.8%Yield1.2%

$483MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: HAPI, IWB, VUG, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$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, VUG, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

IWB0.93%$93

HAPI0.78%$78

VUG0.41%$41

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IWB$93 − $15 = $78

HAPI$78 − $35 = $43

VUG$41 − $3 = $38

KeptFee

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

Overlap: HAPI, IWB, VUG, IJH

Today

51.7%most shared, IWB and VUG

HAPIIWBVUGIJH

HAPI—48.6%43.8%0.2%

IWB48.6%—51.7%4.2%

VUG43.8%51.7%—0.0%

IJH0.2%4.2%0.0%—

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

IWBWorst drop−8.9%13.8% vol

IJHWorst drop−8.8%15.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IJHIWB

+13.6%Year to date+11.2%

1.2%Yield0.9%

+17.5%Past year+13.5%

0.05%Fee0.15%

4–0IJH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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