Compare · 3 funds side by side · dividends reinvested

HAPI, SCHD and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

HAPI, SCHD and IJH, 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%$123B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.3

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%$503M2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: HAPI 2022 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

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

HAPIMeasureIJH

+12.3%Year to dateJan 1 → Nov 4+13.9%

+13.6%1 yearTotal return+16.4%

+23.9%3 years · per year$10,000 became $19,002 · $16,594+18.4%

[…]5 years · per year$10,000 became […] · $14,620+7.9%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

0.77%Trailing 12-mo yield$77 · $121 a year on $10k1.21%

−8.1%Worst dropSmaller is better−8.8%

12.2%VolatilityLower is calmer15.0%

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

3–4IJH 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 IJH: Top 5 Holdings

Today

HAPI

27.0%in top 5

IJH

in top 53.6%

HAPIStockIJH

5.9%MSFTnot top 5

5.9%AAPLnot top 5

5.7%AMZNnot top 5

5.1%NVDAnot top 5

4.4%METAnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common0.2%

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

HAPI vs IJH Returns, Every Period

HarborHAPI

+13.6%

past year

IJHiShares

+16.4%

past year

HAPIIJHFaded: behind in that period

1–2IJH wins

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

Stocks vs Income: HAPI vs SCHD

YTD

HarborHAPI

+12.3%

SCHDSchwab

+35.3%

+12.3%Year to date+35.3%

−8.1%Worst drop · 1Y−6.9%

12.2%Volatility · 1Y11.5%

0.8%Yield2.9%

$503MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: HAPI, SCHD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

HAPI0.35%$35

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

Yields: HAPI, SCHD, IJH

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IJH1.21%$121

HAPI0.77%$77

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IJH$121 − $5 = $116

HAPI$77 − $35 = $42

KeptFee

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

Overlap: HAPI, SCHD, IJH

Today

9.6%most shared, HAPI and SCHD

HAPISCHDIJH

HAPI—9.6%0.2%

SCHD9.6%—3.5%

IJH0.2%3.5%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

HAPIWorst drop−8.1%12.2% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

SCHDIJH

+35.3%Year to date+13.9%

2.9%Yield1.2%

+41.6%Past year+16.4%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026