Compare · 4 funds side by side · dividends reinvested

HAPI, SPYM, IJH and SPY

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,408SPYM · best of the four

Story of the four · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the four · RiskSmallest drop

HAPI, SPYM, IJH and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$126B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B2.8

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.6%+11.5%+21.2%[…]−8.1%12.9%$497M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: HAPI 2022 · SPYM 2005 · IJH 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 ETF · $183B$17,408

SPYM

More Ways to See the Pairs

SPYM vs HAPI: Top 5 Holdings

Today

SPYM

26.8%in top 5

HAPI

in top 526.8%

SPYMStockHAPI

7.9%AAPL6.2%

6.4%NVDAnot top 5

4.0%AMZN6.0%

5.9%MSFT5.8%

not top 5META

Cost, Income and Risk

Fees: HAPI, SPYM, IJH, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IJH0.05%$5

SPY0.09%$9

HAPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $497M[…]

$10,000 five years ago, dividends reinvested · they hold 50.1% in common

SPYMMeasureHAPI

+12.0%Year to dateJan 1 → Nov 12+10.6%

+12.2%1 yearTotal return+11.5%

+21.7%3 years · per year$10,000 became $18,024 · $17,822+21.2%

+11.7%5 years · per year$10,000 became $17,408 · […][…]

0.02%Expense ratio$2 · $35 a year on $10k · lower is better0.35%

1.02%Trailing 12-mo yield$102 · $78 a year on $10k0.78%

−8.9%Worst dropSmaller is better−8.1%

13.7%VolatilityLower is calmer12.9%

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

5–2SPYM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%

2.6%GOOGL4.3%

Held in common50.1%

End-of-day Nov 12, 2026 · share of each fund

SPYM vs HAPI Returns, Every Period

1Y

SPDRSPYM

+12.2%

past year

HAPIHarbor

+11.5%

past year

SPYMHAPIFaded: behind in that period

3–0SPYM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPYM vs IJH

YTD

SPDRSPYM

+12.0%

IJHiShares

+12.8%

+12.0%Year to date+12.8%

−8.9%Worst drop · 1Y−8.8%

13.7%Volatility · 1Y15.8%

1.0%Yield1.2%

$183BAssets$126B

3–1IJH wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: HAPI, SPYM, IJH, SPY

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

SPYM1.02%$102

SPY1.00%$100

HAPI0.78%$78

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

SPYM$102 − $2 = $100

SPY$100 − $9 = $91

HAPI$78 − $35 = $43

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: HAPI, SPYM, IJH, SPY

Today

99.9%most shared, SPYM and SPY

HAPISPYMIJHSPY

HAPI—50.1%0.2%50.1%

SPYM50.1%—0.0%99.9%

IJH0.2%0.0%—0.0%

SPY50.1%99.9%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+14.5%IJH, at 15.8% volatility

HAPIWorst drop−8.1%12.9% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSPYM

+12.8%Year to date+12.0%

1.2%Yield1.0%

+14.5%Past year+12.2%

0.05%Fee0.02%

3–1IJH wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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HAPI, SPYM, IJH and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four