Compare · 3 funds side by side · dividends reinvested

HAPI, VUG and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

HAPI, VUG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.8

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%$503M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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 · VUG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

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

HAPIMeasureIJH

+12.3%Year to dateJan 1 → Nov 4+13.9%

+13.6%1 yearTotal return+16.4%

+23.9%3 years · per year$10,000 became $19,002 · $16,594+18.4%

[…]5 years · per year$10,000 became […] · $14,620+7.9%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

0.77%Trailing 12-mo yield$77 · $121 a year on $10k1.21%

−8.1%Worst dropSmaller is better−8.8%

12.2%VolatilityLower is calmer15.0%

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

3–4IJH 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 IJH: Top 5 Holdings

Today

HAPI

27.0%in top 5

IJH

in top 53.6%

HAPIStockIJH

5.9%MSFTnot top 5

5.9%AAPLnot top 5

5.7%AMZNnot top 5

5.1%NVDAnot top 5

4.4%METAnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common0.2%

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

HAPI vs IJH Returns, Every Period

HarborHAPI

+13.6%

past year

IJHiShares

+16.4%

past year

HAPIIJHFaded: behind in that period

1–2IJH wins

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

HAPI vs IJH

YTD

HarborHAPI

+12.3%

IJHiShares

+13.9%

+12.3%Year to date+13.9%

−8.1%Worst drop · 1Y−8.8%

12.2%Volatility · 1Y15.0%

0.8%Yield1.2%

$503MAssets$125B

2–2level

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

Cost, Income and Risk

Fees: HAPI, VUG, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

HAPI0.35%$35

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

Yields: HAPI, VUG, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

HAPI0.77%$77

VUG0.40%$40

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

HAPI$77 − $35 = $42

VUG$40 − $3 = $37

KeptFee

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

Overlap: HAPI, VUG, IJH

Today

43.7%most shared, HAPI and VUG

HAPIVUGIJH

HAPI—43.7%0.2%

VUG43.7%—0.0%

IJH0.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.4%IJH, at 15.0% volatility

HAPIWorst drop−8.1%12.2% vol

IJHWorst drop−8.8%15.0% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

IJHHAPI

+13.9%Year to date+12.3%

1.2%Yield0.8%

+16.4%Past year+13.6%

0.05%Fee0.35%

4–0IJH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026