Compare · 3 funds side by side · dividends reinvested

HAPI, VXF and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,136IJR · best of the three

02 / 04

HAPI, VXF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B1.6

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.2%+10.5%+22.1%[…]−8.1%12.8%$503M1.9

Vanguard Extended Market ETFUS Stock Styles · Large cap0.05%1.09%+7.3%+8.6%+19.7%+4.2%−11.0%17.9%$30.2B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: HAPI 2022 · VXF 2001 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Extended Market ETF · $30.2B$12,303

VXF

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

VXFMeasureHAPI

+7.3%Year to dateJan 1 → Nov 5+8.2%

+8.6%1 yearTotal return+10.5%

+19.7%3 years · per year$10,000 became $17,165 · $18,219+22.1%

+4.2%5 years · per year$10,000 became $12,303 · […][…]

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

1.09%Trailing 12-mo yield$109 · $80 a year on $10k0.80%

−11.0%Worst dropSmaller is better−8.1%

17.9%VolatilityLower is calmer12.8%

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

2–5HAPI wins

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

More Ways to See the Pairs

VXF vs HAPI: Top 5 Holdings

Today

VXF

6.7%in top 5

HAPI

in top 527.4%

VXFStockHAPI

not top 5MSFT6.2%

not top 5AAPL6.1%

not top 5AMZN5.9%

not top 5NVDA4.9%

not top 5META4.4%

2.5%SPCXnot top 5

1.4%SNOWnot top 5

1.4%NETnot top 5

0.7%NTRAnot top 5

0.7%MSTRnot top 5

Held in common0.9%

End-of-day Nov 5, 2026 · share of each fund

VXF vs HAPI Returns, Every Period

VanguardVXF

+8.6%

past year

HAPIHarbor

+10.5%

past year

VXFHAPIFaded: behind in that period

0–3HAPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VXF vs IJR

YTD

VanguardVXF

+7.3%

IJRiShares

+15.4%

+7.3%Year to date+15.4%

−11.0%Worst drop · 1Y−9.7%

17.9%Volatility · 1Y16.3%

1.1%Yield1.2%

$30.2BAssets$108B

4–0IJR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, VXF, IJR

Today

0.05%lowest, VXF

FundExpense ratioFee$10k

VXF0.05%$5

IJR0.06%$6

HAPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HAPI, VXF, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

VXF1.09%$109

HAPI0.80%$80

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VXF$109 − $5 = $104

HAPI$80 − $35 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HAPI, VXF, IJR

Today

20.2%most shared, VXF and IJR

HAPIVXFIJR

HAPI—0.9%0.1%

VXF0.9%—20.2%

IJR0.1%20.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

HAPIWorst drop−8.1%12.8% vol

IJRWorst drop−9.7%16.3% vol

VXFWorst drop−11.0%17.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJRHAPI

+15.4%Year to date+8.2%

1.2%Yield0.8%

+19.4%Past year+10.5%

0.06%Fee0.35%

4–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026