Compare · 4 funds side by side · dividends reinvested

HAPI, VO, IVV and IJH

HAPIHarbor×VOVanguard×IVViShares×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

HAPI, VO, IVV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.6

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.0%+9.9%+21.7%[…]−8.1%12.7%$503M2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: HAPI 2022 · VO 2004 · IVV 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 50.8% in common

IVVMeasureHAPI

+8.7%Year to dateJan 1 → Nov 6+8.0%

+9.8%1 yearTotal return+9.9%

+21.8%3 years · per year$10,000 became $18,084 · $18,006+21.7%

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.14%Trailing 12-mo yield$114 · $80 a year on $10k0.80%

−8.9%Worst dropSmaller is better−8.1%

13.6%VolatilityLower is calmer12.7%

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

4–3IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs HAPI: Top 5 Holdings

Today

IVV

27.8%in top 5

HAPI

in top 527.4%

IVVStockHAPI

7.9%AAPL6.2%

6.9%NVDA4.6%

6.3%MSFT6.2%

4.0%AMZN6.0%

not top 5META4.4%

2.6%GOOGLnot top 5

Held in common50.8%

End-of-day Nov 6, 2026 · share of each fund

IVV vs HAPI Returns, Every Period

iSharesIVV

+9.8%

past year

HAPIHarbor

+9.9%

past year

IVVHAPIFaded: behind in that period

2–1IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs VO

YTD

iSharesIVV

+8.7%

VOVanguard

+10.6%

+8.7%Year to date+10.6%

−8.9%Worst drop · 1Y−8.2%

13.6%Volatility · 1Y12.9%

1.1%Yield1.4%

$850BAssets$103B

4–0VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, VO, IVV, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IVV0.03%$3

IJH0.05%$5

HAPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HAPI, VO, IVV, IJH

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJH1.26%$126

IVV1.14%$114

HAPI0.80%$80

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJH$126 − $5 = $121

IVV$114 − $3 = $111

HAPI$80 − $35 = $45

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HAPI, VO, IVV, IJH

Today

50.8%most shared, HAPI and IVV

HAPIVOIVVIJH

HAPI—13.5%50.8%0.2%

VO13.5%—16.2%0.2%

IVV50.8%16.2%—0.0%

IJH0.2%0.2%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+12.9%IJH, at 15.5% volatility

HAPIWorst drop−8.1%12.7% vol

VOWorst drop−8.2%12.9% vol

IVVWorst drop−8.9%13.6% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJH

+10.6%Year to date+9.5%

1.4%Yield1.3%

+11.6%Past year+12.9%

0.03%Fee0.05%

3–1VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026