Compare · 4 funds side by side · dividends reinvested

HAPI, IWF, VO and DFAC

HAPIHarbor×IWFiShares×VOVanguard×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, VO 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%$85.7B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.1

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 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 · VO 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,441

IWF

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

IWFMeasureDFAC

−5.3%Year to dateJan 1 → Nov 6+11.4%

−6.5%1 yearTotal return+13.8%

+19.4%3 years · per year$10,000 became $17,022 · $17,722+21.0%

+9.1%5 years · per year$10,000 became $15,442 · $16,525+10.6%

0.18%Expense ratio$18 · $21 a year on $10k · lower is better0.21%

0.39%Trailing 12-mo yield$39 · $90 a year on $10k0.90%

−14.6%Worst dropSmaller is better−8.5%

19.4%VolatilityLower is calmer12.9%

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

1–7DFAC wins

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

More Ways to See the Pairs

IWF vs DFAC: Top 5 Holdings

Today

IWF

39.8%in top 5

DFAC

in top 520.4%

IWFStockDFAC

14.1%NVDA4.8%

9.0%AAPL5.9%

6.6%MSFT5.0%

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common40.2%

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

IWF vs DFAC Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

IWFDFACFaded: behind in that period

0–4DFAC wins

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

IWF vs VO

YTD

iSharesIWF

−5.3%

VOVanguard

+10.6%

−5.3%Year to date+10.6%

−14.6%Worst drop · 1Y−8.2%

19.4%Volatility · 1Y12.9%

0.4%Yield1.4%

$113BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: HAPI, IWF, VO, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

HAPI0.35%$35

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

Yields: HAPI, IWF, VO, DFAC

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

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

$136most kept, VO

VO$139 − $3 = $136

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, VO, DFAC

Today

44.0%most shared, HAPI and IWF

HAPIIWFVODFAC

HAPI—44.0%13.5%42.0%

IWF44.0%—9.2%40.2%

VO13.5%9.2%—19.7%

DFAC42.0%40.2%19.7%—

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

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% 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

VODFAC

+10.6%Year to date+11.4%

1.4%Yield0.9%

+11.6%Past year+13.8%

0.03%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