Compare · 4 funds side by side · dividends reinvested

IJR, HAPI, VTV and IWF

IJRiShares×HAPIHarbor×VTVVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

IJR, HAPI, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.6%+13.6%+21.9%[…]−8.1%12.9%$483M2.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.5

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 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $118B$15,892

IWF

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

IWFMeasureHAPI

−2.5%Year to dateJan 1 → Nov 9+10.6%

−2.2%1 yearTotal return+13.6%

+19.8%3 years · per year$10,000 became $17,207 · $18,105+21.9%

+9.7%5 years · per year$10,000 became $15,892 · […][…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

0.38%Trailing 12-mo yield$38 · $78 a year on $10k0.78%

−14.6%Worst dropSmaller is better−8.1%

19.5%VolatilityLower is calmer12.9%

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

1–6HAPI wins

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

More Ways to See the Pairs

IWF vs HAPI: Top 5 Holdings

Today

IWF

39.7%in top 5

HAPI

in top 527.5%

IWFStockHAPI

14.3%NVDA4.7%

8.8%AAPL6.2%

6.5%MSFT6.1%

not top 5AMZN6.0%

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5META4.4%

Held in common44.0%

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

IWF vs HAPI Returns, Every Period

iSharesIWF

−2.2%

past year

HAPIHarbor

+13.6%

past year

IWFHAPIFaded: behind in that period

0–3HAPI wins

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

IWF vs VTV

YTD

iSharesIWF

−2.5%

VTVVanguard

+20.9%

−2.5%Year to date+20.9%

−14.6%Worst drop · 1Y−6.4%

19.5%Volatility · 1Y10.8%

0.4%Yield1.8%

$118BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IJR, HAPI, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$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, VTV, IWF

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IJR1.21%$121

HAPI0.78%$78

IWF0.38%$38

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IJR$121 − $6 = $115

HAPI$78 − $35 = $43

IWF$38 − $18 = $20

KeptFee

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

Overlap: IJR, HAPI, VTV, IWF

Today

44.0%most shared, HAPI and IWF

IJRHAPIVTVIWF

IJR—0.1%0.0%0.1%

HAPI0.1%—35.5%44.0%

VTV0.0%35.5%—11.8%

IWF0.1%44.0%11.8%—

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

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

HAPIWorst drop−8.1%12.9% vol

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

VTVIJR

+20.9%Year to date+18.9%

1.8%Yield1.2%

+25.4%Past year+22.8%

0.03%Fee0.06%

4–0VTV wins

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$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026