Compare · 3 funds side by side · dividends reinvested

HAPI, IWF and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

HAPI, IWF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

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%$491M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.8

Rank among the three1st → 3rdFee, 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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $491M[…]

HAPI

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

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

HAPIMeasureIWF

+12.3%Year to dateJan 1 → Nov 4−0.1%

+13.6%1 yearTotal return−3.0%

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

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

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

0.77%Trailing 12-mo yield$77 · $37 a year on $10k0.37%

−8.1%Worst dropSmaller is better−15.6%

12.2%VolatilityLower is calmer18.3%

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

6–1HAPI wins

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

More Ways to See the Pairs

HAPI vs IWF: Top 5 Holdings

Today

HAPI

27.0%in top 5

IWF

in top 539.3%

HAPIStockIWF

5.1%NVDA15.1%

5.9%AAPL8.1%

5.9%MSFT6.1%

5.7%AMZNnot top 5

not top 5GOOGL5.1%

not top 5AVGO4.8%

4.4%METAnot top 5

Held in common43.6%

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

HAPI vs IWF Returns, Every Period

HarborHAPI

+13.6%

past year

IWFiShares

−3.0%

past year

HAPIIWFFaded: behind in that period

3–0HAPI wins

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

Stocks vs Core: HAPI vs VOO

YTD

HarborHAPI

+12.3%

VOOVanguard

+13.4%

+12.3%Year to date+13.4%

−8.1%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y12.8%

0.8%Yield1.1%

$491MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: HAPI, IWF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

HAPI0.35%$35

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

Yields: HAPI, IWF, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

HAPI0.77%$77

IWF0.37%$37

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

HAPI$77 − $35 = $42

IWF$37 − $18 = $19

KeptFee

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

Overlap: HAPI, IWF, VOO

Today

59.1%most shared, IWF and VOO

HAPIIWFVOO

HAPI—43.6%49.9%

IWF43.6%—59.1%

VOO49.9%59.1%—

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

Return vs Bumpiness: 3 ETFs

+13.6%HAPI, at 12.2% volatility

HAPIWorst drop−8.1%12.2% vol

VOOWorst drop−8.9%12.8% 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

VOOHAPI

+13.4%Year to date+12.3%

1.1%Yield0.8%

+13.5%Past year+13.6%

0.03%Fee0.35%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

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$61.1B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026