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$16,575IWB · best of the three

02 / 04

HAPI, IWB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$484M1.7

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: HAPI 2022 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.6B$16,575

IWB

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 52.0% in common

IWBMeasureVUG

+8.5%Year to dateJan 1 → Nov 6+1.4%

+9.6%1 yearTotal return+0.2%

+21.6%3 years · per year$10,000 became $17,966 · $18,415+22.6%

+10.6%5 years · per year$10,000 became $16,575 · $16,124+10.0%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.95%Trailing 12-mo yield$95 · $42 a year on $10k0.42%

−8.9%Worst dropSmaller is better−15.1%

13.6%VolatilityLower is calmer19.0%

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

6–2IWB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWB vs VUG: Top 5 Holdings

Today

IWB

25.6%in top 5

VUG

in top 545.2%

IWBStockVUG

6.6%NVDA13.5%

7.1%AAPL12.5%

5.8%MSFT9.7%

2.4%GOOGL5.2%

not top 5AVGO4.3%

3.6%AMZNnot top 5

Held in common52.0%

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

IWB vs VUG Returns, Every Period

iSharesIWB

+10.6%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

IWBVUGFaded: behind in that period

3–1IWB wins

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

IWB vs HAPI

YTD

iSharesIWB

+8.5%

HAPIHarbor

+8.0%

+8.5%Year to date+8.0%

−8.9%Worst drop · 1Y−8.1%

13.6%Volatility · 1Y12.7%

0.9%Yield0.8%

$46.6BAssets$484M

2–2level

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

Yields: HAPI, IWB, VUG

0.95%highest, IWB

FundTrailing yieldYield$10k

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

$80most kept, IWB

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, VUG

Today

52.0%most shared, IWB and VUG

HAPIIWBVUG

HAPI—48.3%43.6%

IWB48.3%—52.0%

VUG43.6%52.0%—

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

Return vs Bumpiness: 3 ETFs

+9.9%HAPI, at 12.7% volatility

HAPIWorst drop−8.1%12.7% vol

IWBWorst drop−8.9%13.6% 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

IWBHAPI

+8.5%Year to date+8.0%

0.9%Yield0.8%

+9.6%Past year+9.9%

0.15%Fee0.35%

3–1IWB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.7B

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