Compare · 3 funds side by side · dividends reinvested

HAPI, VTV and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

HAPI, VTV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B2.1

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.77%+12.3%+13.6%+23.9%[…]−8.1%12.2%$503M2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: HAPI 2022 · VTV 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested · they hold 50.2% in common

HAPIMeasureIVV

+12.3%Year to dateJan 1 → Nov 4+13.4%

+13.6%1 yearTotal return+13.5%

+23.9%3 years · per year$10,000 became $19,002 · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.77%Trailing 12-mo yield$77 · $109 a year on $10k1.09%

−8.1%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer12.9%

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

3–4IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HAPI vs IVV: Top 5 Holdings

Today

HAPI

27.0%in top 5

IVV

in top 527.3%

HAPIStockIVV

5.1%NVDA7.7%

5.9%AAPL7.4%

5.9%MSFT5.9%

5.7%AMZN3.8%

4.4%METAnot top 5

not top 5GOOGL2.5%

Held in common50.2%

End-of-day Nov 4, 2026 · share of each fund

HAPI vs IVV Returns, Every Period

HarborHAPI

+13.6%

past year

IVViShares

+13.5%

past year

HAPIIVVFaded: behind in that period

1–2IVV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HAPI vs VTV

YTD

HarborHAPI

+12.3%

VTVVanguard

+22.8%

+12.3%Year to date+22.8%

−8.1%Worst drop · 1Y−6.4%

12.2%Volatility · 1Y10.2%

0.8%Yield1.8%

$503MAssets$184B

4–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, VTV, IVV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IVV0.03%$3

HAPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HAPI, VTV, IVV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IVV1.09%$109

HAPI0.77%$77

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IVV$109 − $3 = $106

HAPI$77 − $35 = $42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HAPI, VTV, IVV

Today

50.2%most shared, HAPI and IVV

HAPIVTVIVV

HAPI—35.3%50.2%

VTV35.3%—43.5%

IVV50.2%43.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

HAPIWorst drop−8.1%12.2% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIVV

+22.8%Year to date+13.4%

1.8%Yield1.1%

+27.5%Past year+13.5%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026