Compare · 3 funds side by side · dividends reinvested

HAPI, VTV and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

HAPI, VTV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.4

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%$484M2.4

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 · VTV 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $121B$13,830

IJH

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $484M[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

IJHMeasureHAPI

+9.5%Year to dateJan 1 → Nov 6+8.0%

+12.9%1 yearTotal return+9.9%

+16.5%3 years · per year$10,000 became $15,806 · $18,006+21.7%

+6.7%5 years · per year$10,000 became $13,830 · […][…]

0.05%Expense ratio$5 · $35 a year on $10k · lower is better0.35%

1.25%Trailing 12-mo yield$125 · $80 a year on $10k0.80%

−8.8%Worst dropSmaller is better−8.1%

15.5%VolatilityLower is calmer12.7%

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

4–3IJH wins

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

More Ways to See the Pairs

IJH vs HAPI: Top 5 Holdings

Today

IJH

3.5%in top 5

HAPI

in top 527.4%

IJHStockHAPI

not top 5AAPL6.2%

not top 5MSFT6.2%

not top 5AMZN6.0%

not top 5NVDA4.6%

not top 5META4.4%

0.7%UTHRnot top 5

0.7%FTInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

0.7%ATInot top 5

Held in common0.2%

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

IJH vs HAPI Returns, Every Period

iSharesIJH

+12.9%

past year

HAPIHarbor

+9.9%

past year

IJHHAPIFaded: behind in that period

2–1IJH wins

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

IJH vs VTV

YTD

iSharesIJH

+9.5%

VTVVanguard

+18.5%

+9.5%Year to date+18.5%

−8.8%Worst drop · 1Y−6.4%

15.5%Volatility · 1Y10.7%

1.3%Yield1.9%

$121BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: HAPI, VTV, IJH

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

HAPI0.35%$35

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

Yields: HAPI, VTV, IJH

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IJH1.25%$125

HAPI0.80%$80

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJH$125 − $5 = $120

HAPI$80 − $35 = $45

KeptFee

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

Overlap: HAPI, VTV, IJH

Today

35.4%most shared, HAPI and VTV

HAPIVTVIJH

HAPI—35.4%0.2%

VTV35.4%—0.2%

IJH0.2%0.2%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

HAPIWorst drop−8.1%12.7% 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

VTVIJH

+18.5%Year to date+9.5%

1.9%Yield1.3%

+22.9%Past year+12.9%

0.03%Fee0.05%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026