Compare · 2 funds side by side · dividends reinvested

HAPS and IWM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

HAPS and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor Human Capital Factor US Small Cap ETFUS Stock Styles · Small cap0.61%0.46%+22.5%+25.6%+20.5%[…]−10.0%15.5%$173M1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.5

Rank among the two1st → 2ndFee, 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: HAPS 2023 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Small Cap ETF · $173M[…]

HAPS

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

HAPSMeasureIWM

+22.5%Year to dateJan 1 → Nov 4+16.2%

+25.6%1 yearTotal return+16.9%

+20.5%3 years · per year$10,000 became $17,497 · $18,002+21.6%

[…]5 years · per year$10,000 became […] · $13,509+6.2%

0.61%Expense ratio$61 · $19 a year on $10k · lower is better0.19%

0.46%Trailing 12-mo yield$46 · $96 a year on $10k0.96%

−10.0%Worst dropSmaller is better−11.1%

15.5%VolatilityLower is calmer18.2%

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

4–3HAPS wins

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

More Ways to See the Pairs

HAPS vs IWM: Top 5 Holdings

Today

HAPS

10.9%in top 5

IWM

in top 51.9%

HAPSStockIWM

2.4%TWSTnot top 5

2.3%KYMRnot top 5

2.2%PSCHnot top 5

2.0%PECOnot top 5

2.0%OGNnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common12.4%

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

HAPS vs IWM Returns, Every Period

HarborHAPS

+25.6%

past year

IWMiShares

+16.9%

past year

HAPSIWMFaded: behind in that period

2–1HAPS wins

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

HAPS vs IWM

YTD

HarborHAPS

+22.5%

IWMiShares

+16.2%

+22.5%Year to date+16.2%

−10.0%Worst drop · 1Y−11.1%

15.5%Volatility · 1Y18.2%

0.5%Yield1.0%

$173MAssets$75.8B

3–1HAPS wins

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

Cost, Income and Risk

Fees: HAPS, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

HAPS0.61%$61

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

Yields: HAPS, IWM

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

HAPS0.46%$46

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

HAPS$46 − $61 = −$15

KeptFee

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

Overlap: HAPS, IWM

Today

12.4%most shared, HAPS and IWM

HAPSIWM

HAPS—12.4%

IWM12.4%—

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

Return vs Bumpiness: 2 ETFs

+25.6%HAPS, at 15.5% volatility

HAPSWorst drop−10.0%15.5% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

IWMHAPS

+16.2%Year to date+22.5%

1.0%Yield0.5%

+16.9%Past year+25.6%

0.19%Fee0.61%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026