Compare · 3 funds side by side · dividends reinvested

HAPI, VIG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

HAPI, VIG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.3

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.6%+13.6%+21.9%[…]−8.1%12.9%$483M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: HAPI 2022 · VIG 2006 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 32.6% in common

IWFMeasureVIG

−2.5%Year to dateJan 1 → Nov 9+14.8%

−2.2%1 yearTotal return+17.6%

+19.8%3 years · per year$10,000 became $17,207 · $16,775+18.8%

+9.7%5 years · per year$10,000 became $15,892 · $16,638+10.7%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

0.38%Trailing 12-mo yield$38 · $146 a year on $10k1.46%

−14.6%Worst dropSmaller is better−7.9%

19.5%VolatilityLower is calmer11.0%

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

1–7VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs VIG: Top 5 Holdings

Today

IWF

39.7%in top 5

VIG

in top 522.1%

IWFStockVIG

14.3%NVDAnot top 5

8.8%AAPL4.9%

6.5%MSFT4.9%

5.5%GOOGLnot top 5

4.5%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common32.6%

End-of-day Nov 9, 2026 · share of each fund

IWF vs VIG Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

IWFVIGFaded: behind in that period

1–3VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWF vs VIG

YTD

iSharesIWF

−2.5%

VIGVanguard

+14.8%

−2.5%Year to date+14.8%

−14.6%Worst drop · 1Y−7.9%

19.5%Volatility · 1Y11.0%

0.4%Yield1.5%

$115BAssets$109B

4–0VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, VIG, IWF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWF0.18%$18

HAPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HAPI, VIG, IWF

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

HAPI0.78%$78

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

HAPI$78 − $35 = $43

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HAPI, VIG, IWF

Today

44.0%most shared, HAPI and IWF

HAPIVIGIWF

HAPI—40.4%44.0%

VIG40.4%—32.6%

IWF44.0%32.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

HAPIWorst drop−8.1%12.9% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGHAPI

+14.8%Year to date+10.6%

1.5%Yield0.8%

+17.6%Past year+13.6%

0.04%Fee0.35%

4–0VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026