Compare · 3 funds side by side · dividends reinvested

IJR, HAPI and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

IJR, HAPI and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B2.4

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%$503M2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: IJR 2000 · HAPI 2022 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $108B$13,920

IJR

HAPI

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

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

IJRMeasureHAPI

+19.9%Year to dateJan 1 → Nov 4+12.3%

+22.7%1 yearTotal return+13.6%

+19.3%3 years · per year$10,000 became $16,979 · $19,002+23.9%

+6.8%5 years · per year$10,000 became $13,920 · […][…]

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

1.20%Trailing 12-mo yield$120 · $77 a year on $10k0.77%

−9.7%Worst dropSmaller is better−8.1%

15.8%VolatilityLower is calmer12.2%

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

4–3IJR wins

End-of-day Nov 4, 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

2.7%in top 5

HAPI

in top 527.0%

IJRStockHAPI

not top 5MSFT5.9%

not top 5AAPL5.9%

not top 5AMZN5.7%

not top 5NVDA5.1%

not top 5META4.4%

0.6%VSATnot top 5

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

Held in common0.1%

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

IJR vs HAPI Returns, Every Period

iSharesIJR

+22.7%

past year

HAPIHarbor

+13.6%

past year

IJRHAPIFaded: behind in that period

2–1IJR wins

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

IJR vs VTV

YTD

iSharesIJR

+19.9%

VTVVanguard

+22.8%

+19.9%Year to date+22.8%

−9.7%Worst drop · 1Y−6.4%

15.8%Volatility · 1Y10.2%

1.2%Yield1.8%

$108BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IJR, HAPI, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

HAPI0.35%$35

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

Yields: IJR, HAPI, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IJR1.20%$120

HAPI0.77%$77

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IJR$120 − $6 = $114

HAPI$77 − $35 = $42

KeptFee

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

Overlap: IJR, HAPI, VTV

Today

35.3%most shared, HAPI and VTV

IJRHAPIVTV

IJR—0.1%0.0%

HAPI0.1%—35.3%

VTV0.0%35.3%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

HAPIWorst drop−8.1%12.2% vol

IJRWorst drop−9.7%15.8% vol

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

Paid More vs Made More

YTD

VTVIJR

+22.8%Year to date+19.9%

1.8%Yield1.2%

+27.5%Past year+22.7%

0.03%Fee0.06%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026