Compare · 3 funds side by side · dividends reinvested

IJH, HAPI and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

IJH, HAPI and IWF, 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%$125B1.6

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%$491M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.5

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: IJH 2000 · HAPI 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IJH

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $491M[…]

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

IJHMeasureHAPI

+13.9%Year to dateJan 1 → Nov 4+12.3%

+16.4%1 yearTotal return+13.6%

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

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

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

1.21%Trailing 12-mo yield$121 · $77 a year on $10k0.77%

−8.8%Worst dropSmaller is better−8.1%

15.0%VolatilityLower is calmer12.2%

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

4–3IJH wins

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

More Ways to See the Pairs

IJH vs HAPI: Top 5 Holdings

Today

IJH

3.6%in top 5

HAPI

in top 527.0%

IJHStockHAPI

not top 5MSFT5.9%

not top 5AAPL5.9%

not top 5AMZN5.7%

not top 5NVDA5.1%

not top 5META4.4%

0.8%FTInot top 5

0.7%UTHRnot top 5

0.7%ATInot top 5

0.7%ENTGnot top 5

0.7%RSnot top 5

Held in common0.2%

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

IJH vs HAPI Returns, Every Period

iSharesIJH

+16.4%

past year

HAPIHarbor

+13.6%

past year

IJHHAPIFaded: behind in that period

2–1IJH wins

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

IJH vs HAPI

YTD

iSharesIJH

+13.9%

HAPIHarbor

+12.3%

+13.9%Year to date+12.3%

−8.8%Worst drop · 1Y−8.1%

15.0%Volatility · 1Y12.2%

1.2%Yield0.8%

$125BAssets$491M

2–2level

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

Cost, Income and Risk

Fees: IJH, HAPI, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

HAPI0.35%$35

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

Yields: IJH, HAPI, IWF

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

HAPI0.77%$77

IWF0.37%$37

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

IWF$37 − $18 = $19

KeptFee

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

Overlap: IJH, HAPI, IWF

Today

43.6%most shared, HAPI and IWF

IJHHAPIIWF

IJH—0.2%1.9%

HAPI0.2%—43.6%

IWF1.9%43.6%—

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

IWFWorst drop−15.6%18.3% 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$61.1B

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