Compare · 4 funds side by side · dividends reinvested

IVV, HAPI, SPYM and IJH

IVViShares×HAPIHarbor×SPYMSPDR×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

IVV, HAPI, SPYM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.5

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%$483M2.7

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: IVV 2000 · HAPI 2022 · SPYM 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

SPYM

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 50.8% in common

SPYMMeasureHAPI

+11.3%Year to dateJan 1 → Nov 9+10.6%

+13.6%1 yearTotal return+13.6%

+22.0%3 years · per year$10,000 became $18,161 · $18,105+21.9%

+11.9%5 years · per year$10,000 became $17,553 · […][…]

0.02%Expense ratio$2 · $35 a year on $10k · lower is better0.35%

1.03%Trailing 12-mo yield$103 · $78 a year on $10k0.78%

−8.9%Worst dropSmaller is better−8.1%

13.7%VolatilityLower is calmer12.9%

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

4–2SPYM wins

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

More Ways to See the Pairs

SPYM vs HAPI: Top 5 Holdings

Today

SPYM

27.8%in top 5

HAPI

in top 527.5%

SPYMStockHAPI

7.9%AAPL6.2%

7.1%NVDA4.7%

6.2%MSFT6.1%

4.0%AMZN6.0%

not top 5META4.4%

2.6%GOOGLnot top 5

Held in common50.8%

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

SPYM vs HAPI Returns, Every Period

SPDRSPYM

+13.6%

past year

HAPIHarbor

+13.6%

past year

SPYMHAPIFaded: behind in that period

2–0SPYM wins

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

Core vs Stocks: SPYM vs IJH

YTD

SPDRSPYM

+11.3%

IJHiShares

+13.6%

+11.3%Year to date+13.6%

−8.9%Worst drop · 1Y−8.8%

13.7%Volatility · 1Y15.8%

1.0%Yield1.2%

$179BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: IVV, HAPI, SPYM, IJH

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

IJH0.05%$5

HAPI0.35%$35

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

Yields: IVV, HAPI, SPYM, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

IVV1.11%$111

SPYM1.03%$103

HAPI0.78%$78

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

HAPI$78 − $35 = $43

KeptFee

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

Overlap: IVV, HAPI, SPYM, IJH

Today

99.9%most shared, IVV and SPYM

IVVHAPISPYMIJH

IVV—50.7%99.9%0.0%

HAPI50.7%—50.8%0.2%

SPYM99.9%50.8%—0.0%

IJH0.0%0.2%0.0%—

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

Return vs Bumpiness: 4 ETFs

+17.5%IJH, at 15.8% volatility

HAPIWorst drop−8.1%12.9% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

IJHWorst drop−8.8%15.8% vol

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

Paid More vs Made More

YTD

IJHSPYM

+13.6%Year to date+11.3%

1.2%Yield1.0%

+17.5%Past year+13.6%

0.05%Fee0.02%

3–1IJH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026