Compare · 4 funds side by side · dividends reinvested

HAPI, VO, SCHD and IWF

HAPIHarbor×VOVanguard×SCHDSchwab×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,429SCHD · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

HAPI, VO, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.5

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%$497M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.5

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 · VO 2004 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

VO

More Ways to See the Pairs

VO vs SCHD: Top 5 Holdings

Today

VO

5.3%in top 5

SCHD

in top 521.7%

VOStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: HAPI, VO, SCHD, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

IWF0.18%$18

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

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

VOMeasureSCHD

+14.0%Year to dateJan 1 → Nov 12+34.2%

+13.7%1 yearTotal return+36.8%

+18.4%3 years · per year$10,000 became $16,605 · $17,257+19.9%

+6.7%5 years · per year$10,000 became $13,809 · $16,429+10.4%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.35%Trailing 12-mo yield$135 · $293 a year on $10k2.93%

−8.2%Worst dropSmaller is better−6.9%

13.2%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common6.9%

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

VO vs SCHD Returns, Every Period

5Y

VanguardVO

+6.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VOSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: VO vs SCHD

YTD

VanguardVO

+14.0%

SCHDSchwab

+34.2%

+14.0%Year to date+34.2%

−8.2%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.7%

1.3%Yield2.9%

$103BAssets$123B

4–0SCHD wins

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

Yields: HAPI, VO, SCHD, IWF

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VO1.35%$135

HAPI0.78%$78

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VO$135 − $3 = $132

HAPI$78 − $35 = $43

IWF$37 − $18 = $19

KeptFee

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

Overlap: HAPI, VO, SCHD, IWF

Today

43.5%most shared, HAPI and IWF

HAPIVOSCHDIWF

HAPI—13.7%9.5%43.5%

VO13.7%—6.9%9.4%

SCHD9.5%6.9%—3.6%

IWF43.5%9.4%3.6%—

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

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

HAPIWorst drop−8.1%12.9% vol

VOWorst drop−8.2%13.2% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

SCHDVO

+34.2%Year to date+14.0%

2.9%Yield1.3%

+36.8%Past year+13.7%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

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, VO, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four