Compare · 3 funds side by side · dividends reinvested

HAPI, QQQ and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,352QQQ · best of the three

02 / 04

HAPI, QQQ and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B1.6

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.2%+10.5%+22.1%[…]−8.1%12.8%$503M1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$469B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: HAPI 2022 · QQQ 1999 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,136

IJR

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IJRMeasureHAPI

+15.4%Year to dateJan 1 → Nov 5+8.2%

+19.4%1 yearTotal return+10.5%

+17.4%3 years · per year$10,000 became $16,200 · $18,219+22.1%

+5.6%5 years · per year$10,000 became $13,136 · […][…]

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

1.24%Trailing 12-mo yield$124 · $80 a year on $10k0.80%

−9.7%Worst dropSmaller is better−8.1%

16.3%VolatilityLower is calmer12.8%

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

4–3IJR wins

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

More Ways to See the Pairs

IJR vs HAPI: Top 5 Holdings

Today

IJR

2.7%in top 5

HAPI

in top 527.4%

IJRStockHAPI

not top 5MSFT6.2%

not top 5AAPL6.1%

not top 5AMZN5.9%

not top 5NVDA4.9%

not top 5META4.4%

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

0.5%VSATnot top 5

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

IJR vs HAPI Returns, Every Period

iSharesIJR

+19.4%

past year

HAPIHarbor

+10.5%

past year

IJRHAPIFaded: behind in that period

2–1IJR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IJR vs HAPI

YTD

iSharesIJR

+15.4%

HAPIHarbor

+8.2%

+15.4%Year to date+8.2%

−9.7%Worst drop · 1Y−8.1%

16.3%Volatility · 1Y12.8%

1.2%Yield0.8%

$104BAssets$503M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, QQQ, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

QQQ0.18%$18

HAPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HAPI, QQQ, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

HAPI0.80%$80

QQQ0.48%$48

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

HAPI$80 − $35 = $45

QQQ$48 − $18 = $30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HAPI, QQQ, IJR

Today

41.6%most shared, HAPI and QQQ

HAPIQQQIJR

HAPI—41.6%0.1%

QQQ41.6%—0.0%

IJR0.1%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

HAPIWorst drop−8.1%12.8% vol

IJRWorst drop−9.7%16.3% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJRHAPI

+15.4%Year to date+8.2%

1.2%Yield0.8%

+19.4%Past year+10.5%

0.06%Fee0.35%

4–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

2–0QQQM wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026