Compare · 4 funds side by side · dividends reinvested

IJR, HAPI, VO and IWF

IJRiShares×HAPIHarbor×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,441IWF · best of the four

02 / 04

IJR, HAPI, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.4%+13.5%+21.8%[…]−8.1%12.9%$483M2.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.3%+23.1%+17.5%+5.9%−9.7%16.4%$104B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IJR 2000 · HAPI 2022 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,293

IJR

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $483M[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IJRMeasureHAPI

+19.3%Year to dateJan 1 → Nov 9+10.4%

+23.1%1 yearTotal return+13.5%

+17.5%3 years · per year$10,000 became $16,241 · $18,077+21.8%

+5.9%5 years · per year$10,000 became $13,293 · […][…]

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

1.20%Trailing 12-mo yield$120 · $78 a year on $10k0.78%

−9.7%Worst dropSmaller is better−8.1%

16.4%VolatilityLower is calmer12.9%

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

4–3IJR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs HAPI: Top 5 Holdings

Today

IJR

2.6%in top 5

HAPI

in top 527.4%

IJRStockHAPI

not top 5AAPL6.2%

not top 5MSFT6.2%

not top 5AMZN6.0%

not top 5NVDA4.6%

not top 5META4.4%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

IJR vs HAPI Returns, Every Period

iSharesIJR

+23.1%

past year

HAPIHarbor

+13.5%

past year

IJRHAPIFaded: behind in that period

2–1IJR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IJR vs VO

YTD

iSharesIJR

+19.3%

VOVanguard

+13.6%

+19.3%Year to date+13.6%

−9.7%Worst drop · 1Y−8.2%

16.4%Volatility · 1Y13.1%

1.2%Yield1.4%

$104BAssets$103B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, HAPI, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

IWF0.18%$18

HAPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IJR, HAPI, VO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJR1.20%$120

HAPI0.78%$78

IWF0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJR$120 − $6 = $114

HAPI$78 − $35 = $43

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IJR, HAPI, VO, IWF

Today

44.0%most shared, HAPI and IWF

IJRHAPIVOIWF

IJR—0.1%0.0%0.1%

HAPI0.1%—13.5%44.0%

VO0.0%13.5%—9.2%

IWF0.1%44.0%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+23.1%IJR, at 16.4% volatility

HAPIWorst drop−8.1%12.9% vol

VOWorst drop−8.2%13.1% vol

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJR

+13.6%Year to date+19.3%

1.4%Yield1.2%

+15.6%Past year+23.1%

0.03%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026