Compare · 4 funds side by side · dividends reinvested

HAPI, IWF, IJH and DFAC

HAPIHarbor×IWFiShares×IJHiShares×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

HAPI, IWF, IJH and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.8

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%$503M2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.4

Rank among the four1st → 4thFee, 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 · IWF 2000 · IJH 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $121B$13,830

IJH

HAPI

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

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

IJHMeasureHAPI

+9.5%Year to dateJan 1 → Nov 6+8.0%

+12.9%1 yearTotal return+9.9%

+16.5%3 years · per year$10,000 became $15,806 · $18,006+21.7%

+6.7%5 years · per year$10,000 became $13,830 · […][…]

0.05%Expense ratio$5 · $35 a year on $10k · lower is better0.35%

1.26%Trailing 12-mo yield$126 · $80 a year on $10k0.80%

−8.8%Worst dropSmaller is better−8.1%

15.5%VolatilityLower is calmer12.7%

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

4–3IJH wins

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

More Ways to See the Pairs

IJH vs HAPI: Top 5 Holdings

Today

IJH

3.5%in top 5

HAPI

in top 527.4%

IJHStockHAPI

not top 5AAPL6.2%

not top 5MSFT6.2%

not top 5AMZN6.0%

not top 5NVDA4.6%

not top 5META4.4%

0.7%UTHRnot top 5

0.7%FTInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

0.7%ATInot top 5

Held in common0.2%

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

IJH vs HAPI Returns, Every Period

iSharesIJH

+12.9%

past year

HAPIHarbor

+9.9%

past year

IJHHAPIFaded: behind in that period

2–1IJH wins

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

IJH vs DFAC

YTD

iSharesIJH

+9.5%

DFACDimensional

+11.4%

+9.5%Year to date+11.4%

−8.8%Worst drop · 1Y−8.5%

15.5%Volatility · 1Y12.9%

1.3%Yield0.9%

$121BAssets$85.7B

3–1DFAC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, IWF, IJH, DFAC

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

DFAC0.21%$21

HAPI0.35%$35

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

Yields: HAPI, IWF, IJH, DFAC

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAC0.90%$90

HAPI0.80%$80

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HAPI, IWF, IJH, DFAC

Today

44.0%most shared, HAPI and IWF

HAPIIWFIJHDFAC

HAPI—44.0%0.2%42.0%

IWF44.0%—1.9%40.2%

IJH0.2%1.9%—11.4%

DFAC42.0%40.2%11.4%—

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

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

HAPIWorst drop−8.1%12.7% vol

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+9.5%Year to date+11.4%

1.3%Yield0.9%

+12.9%Past year+13.8%

0.05%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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$59.1B

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