Compare · 4 funds side by side · dividends reinvested

HAPI, IWF, SCHD and VIG

HAPIHarbor×IWFiShares×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,005VIG · best of the four

02 / 04

HAPI, IWF, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.9

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%$503M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.5

Rank among the four1st → 4thFee, 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 · IWF 2000 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $121B$16,559

IWF

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 43.6% in common

IWFMeasureHAPI

−0.1%Year to dateJan 1 → Nov 4+12.3%

−3.0%1 yearTotal return+13.6%

+22.3%3 years · per year$10,000 became $18,310 · $19,002+23.9%

+10.6%5 years · per year$10,000 became $16,559 · […][…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

0.37%Trailing 12-mo yield$37 · $77 a year on $10k0.77%

−15.6%Worst dropSmaller is better−8.1%

18.3%VolatilityLower is calmer12.2%

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

1–6HAPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs HAPI: Top 5 Holdings

Today

IWF

39.3%in top 5

HAPI

in top 527.0%

IWFStockHAPI

15.1%NVDA5.1%

8.1%AAPL5.9%

6.1%MSFT5.9%

not top 5AMZN5.7%

5.1%GOOGLnot top 5

4.8%AVGOnot top 5

not top 5META4.4%

Held in common43.6%

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

IWF vs HAPI Returns, Every Period

iSharesIWF

−3.0%

past year

HAPIHarbor

+13.6%

past year

IWFHAPIFaded: behind in that period

0–3HAPI wins

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

Stocks vs Income: IWF vs SCHD

YTD

iSharesIWF

−0.1%

SCHDSchwab

+35.3%

−0.1%Year to date+35.3%

−15.6%Worst drop · 1Y−6.9%

18.3%Volatility · 1Y11.5%

0.4%Yield2.9%

$121BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: HAPI, IWF, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IWF0.18%$18

HAPI0.35%$35

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

Yields: HAPI, IWF, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

HAPI0.77%$77

IWF0.37%$37

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

HAPI$77 − $35 = $42

IWF$37 − $18 = $19

KeptFee

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

Overlap: HAPI, IWF, SCHD, VIG

Today

43.6%most shared, HAPI and IWF

HAPIIWFSCHDVIG

HAPI—43.6%9.6%40.3%

IWF43.6%—3.6%32.4%

SCHD9.6%3.6%—14.5%

VIG40.3%32.4%14.5%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

HAPIWorst drop−8.1%12.2% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

SCHDVIG

+35.3%Year to date+16.4%

2.9%Yield1.4%

+41.6%Past year+18.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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$62.5B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026