Compare · 3 funds side by side · dividends reinvested

IVV, HAPI and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

IVV, HAPI and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.4

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.2%+10.5%+22.1%[…]−8.1%12.8%$503M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · HAPI 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $121B$15,330

IWF

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 56.4% in common

IWFMeasureIVV

−6.5%Year to dateJan 1 → Nov 5+8.4%

−7.6%1 yearTotal return+9.7%

+19.5%3 years · per year$10,000 became $17,073 · $18,221+22.1%

+8.9%5 years · per year$10,000 became $15,330 · $17,151+11.4%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.39%Trailing 12-mo yield$39 · $114 a year on $10k1.14%

−14.6%Worst dropSmaller is better−8.9%

19.3%VolatilityLower is calmer13.6%

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

0–8IVV wins

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

More Ways to See the Pairs

IWF vs IVV: Top 5 Holdings

Today

IWF

39.6%in top 5

IVV

in top 527.7%

IWFStockIVV

14.6%NVDA7.3%

8.5%AAPL7.7%

6.4%MSFT6.2%

5.3%GOOGL2.6%

4.7%AVGOnot top 5

not top 5AMZN3.9%

Held in common56.4%

End-of-day Nov 5, 2026 · share of each fund

IWF vs IVV Returns, Every Period

iSharesIWF

+8.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

IWFIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IWF vs IVV

YTD

iSharesIWF

−6.5%

IVViShares

+8.4%

−6.5%Year to date+8.4%

−14.6%Worst drop · 1Y−8.9%

19.3%Volatility · 1Y13.6%

0.4%Yield1.1%

$121BAssets$887B

4–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, HAPI, IWF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IWF0.18%$18

HAPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, HAPI, IWF

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

HAPI0.80%$80

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, HAPI, IWF

Today

56.4%most shared, IVV and IWF

IVVHAPIIWF

IVV—50.6%56.4%

HAPI50.6%—43.8%

IWF56.4%43.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.5%HAPI, at 12.8% volatility

HAPIWorst drop−8.1%12.8% vol

IVVWorst drop−8.9%13.6% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVHAPI

+8.4%Year to date+8.2%

1.1%Yield0.8%

+9.7%Past year+10.5%

0.03%Fee0.35%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026