Compare · 4 funds side by side · dividends reinvested

HAPI, SPYM, IJR and SPY

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,537SPYM · best of the four

Story of the four · IncomeMost incomeIJR · 1.20% · $120 a year on $10k

Story of the four · RiskSmallest drop

HAPI, SPYM, IJR 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%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$106B2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B2.6

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+11.1%+12.3%+21.6%[…]−8.1%12.9%$494M3.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: HAPI 2022 · SPYM 2005 · IJR 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

SPYM

More Ways to See the Pairs

SPYM vs HAPI: Top 5 Holdings

Today

SPYM

26.9%in top 5

HAPI

in top 527.2%

SPYMStockHAPI

7.8%AAPL6.2%

6.3%NVDAnot top 5

4.1%AMZN6.2%

6.1%MSFT6.0%

not top 5META

Cost, Income and Risk

Fees: HAPI, SPYM, IJR, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IJR0.06%$6

SPY0.09%$9

HAPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $494M[…]

$10,000 five years ago, dividends reinvested · they hold 50.4% in common

SPYMMeasureHAPI

+12.4%Year to dateJan 1 → Nov 11+11.1%

+12.8%1 yearTotal return+12.3%

+21.9%3 years · per year$10,000 became $18,134 · $17,959+21.6%

+11.9%5 years · per year$10,000 became $17,537 · […][…]

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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%

2.6%GOOGL4.3%

Held in common50.4%

End-of-day Nov 11, 2026 · share of each fund

SPYM vs HAPI Returns, Every Period

1Y

SPDRSPYM

+12.8%

past year

HAPIHarbor

+12.3%

past year

SPYMHAPIFaded: behind in that period

3–0SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPYM vs IJR

YTD

SPDRSPYM

+12.4%

IJRiShares

+19.4%

+12.4%Year to date+19.4%

−8.9%Worst drop · 1Y−9.7%

13.7%Volatility · 1Y16.3%

1.0%Yield1.2%

$183BAssets$106B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: HAPI, SPYM, IJR, SPY

1Y

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SPYM1.02%$102

SPY1.00%$100

HAPI0.78%$78

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$114most kept, IJR

IJR$120 − $6 = $114

SPYM$102 − $2 = $100

SPY$100 − $9 = $91

HAPI$78 − $35 = $43

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: HAPI, SPYM, IJR, SPY

Today

99.9%most shared, SPYM and SPY

HAPISPYMIJRSPY

HAPI—50.4%0.1%50.4%

SPYM50.4%—0.0%99.9%

IJR0.1%0.0%—0.0%

SPY50.4%99.9%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+21.0%IJR, at 16.3% volatility

HAPIWorst drop−8.1%12.9% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IJRWorst drop−9.7%16.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSPYM

+19.4%Year to date+12.4%

1.2%Yield1.0%

+21.0%Past year+12.8%

0.06%Fee0.02%

3–1IJR wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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HAPI, SPYM, IJR and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four