Compare · 3 funds side by side · dividends reinvested

HAPI, VOO and IWF

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

02 / 04

HAPI, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.4

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%$503M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.8

Rank among the three1st → 3rdFee, 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 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,177

VOO

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 59.3% in common

VOOMeasureIWF

+8.7%Year to dateJan 1 → Nov 6−5.3%

+9.8%1 yearTotal return−6.5%

+21.8%3 years · per year$10,000 became $18,079 · $17,022+19.4%

+11.4%5 years · per year$10,000 became $17,177 · $15,442+9.1%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.10%Trailing 12-mo yield$110 · $39 a year on $10k0.39%

−8.9%Worst dropSmaller is better−14.6%

13.5%VolatilityLower is calmer19.4%

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

8–0VOO wins

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

More Ways to See the Pairs

VOO vs IWF: Top 5 Holdings

Today

VOO

28.3%in top 5

IWF

in top 539.8%

VOOStockIWF

8.4%NVDA14.1%

7.4%AAPL9.0%

5.8%MSFT6.6%

3.1%GOOGL5.5%

not top 5AVGO4.5%

3.7%AMZNnot top 5

Held in common59.3%

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

VOO vs IWF Returns, Every Period

VanguardVOO

+11.4%

5 years, per year

IWFiShares

+9.1%

5 years, per year

VOOIWFFaded: behind in that period

4–0VOO wins

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

Core vs Stocks: VOO vs HAPI

YTD

VanguardVOO

+8.7%

HAPIHarbor

+8.0%

+8.7%Year to date+8.0%

−8.9%Worst drop · 1Y−8.1%

13.5%Volatility · 1Y12.7%

1.1%Yield0.8%

$1.00TAssets$503M

2–2level

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

Cost, Income and Risk

Fees: HAPI, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

HAPI0.35%$35

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

Yields: HAPI, VOO, IWF

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

HAPI0.80%$80

IWF0.39%$39

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

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

Overlap: HAPI, VOO, IWF

Today

59.3%most shared, VOO and IWF

HAPIVOOIWF

HAPI—49.7%44.0%

VOO49.7%—59.3%

IWF44.0%59.3%—

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

Return vs Bumpiness: 3 ETFs

+9.9%HAPI, at 12.7% volatility

HAPIWorst drop−8.1%12.7% vol

VOOWorst drop−8.9%13.5% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

VOOHAPI

+8.7%Year to date+8.0%

1.1%Yield0.8%

+9.8%Past year+9.9%

0.03%Fee0.35%

3–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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