Compare · 3 funds side by side · dividends reinvested

HAPI, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

HAPI, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$503M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IWF

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 78.0% in common

IWFMeasureVUG

−5.3%Year to dateJan 1 → Nov 6+1.4%

−6.5%1 yearTotal return+0.2%

+19.4%3 years · per year$10,000 became $17,022 · $18,415+22.6%

+9.1%5 years · per year$10,000 became $15,442 · $16,124+10.0%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.39%Trailing 12-mo yield$39 · $42 a year on $10k0.42%

−14.6%Worst dropSmaller is better−15.1%

19.4%VolatilityLower is calmer19.0%

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

1–7VUG wins

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

More Ways to See the Pairs

IWF vs VUG: Top 5 Holdings

Today

IWF

39.8%in top 5

VUG

in top 545.2%

IWFStockVUG

14.1%NVDA13.5%

9.0%AAPL12.5%

6.6%MSFT9.7%

5.5%GOOGL5.2%

4.5%AVGO4.3%

Held in common78.0%

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

IWF vs VUG Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

IWFVUGFaded: behind in that period

0–4VUG wins

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

IWF vs HAPI

YTD

iSharesIWF

−5.3%

HAPIHarbor

+8.0%

−5.3%Year to date+8.0%

−14.6%Worst drop · 1Y−8.1%

19.4%Volatility · 1Y12.7%

0.4%Yield0.8%

$113BAssets$503M

4–0HAPI wins

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

Cost, Income and Risk

Fees: HAPI, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

HAPI0.35%$35

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

Yields: HAPI, VUG, IWF

0.80%highest, HAPI

FundTrailing yieldYield$10k

HAPI0.80%$80

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$45most kept, HAPI

HAPI$80 − $35 = $45

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: HAPI, VUG, IWF

Today

78.0%most shared, VUG and IWF

HAPIVUGIWF

HAPI—43.6%44.0%

VUG43.6%—78.0%

IWF44.0%78.0%—

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

VUGWorst drop−15.1%19.0% 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

HAPIVUG

+8.0%Year to date+1.4%

0.8%Yield0.4%

+9.9%Past year+0.2%

0.35%Fee0.03%

3–1HAPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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