Compare · 4 funds side by side · dividends reinvested

IVV, HAPI, SPYM and VUG

IVViShares×HAPIHarbor×SPYMSPDR×VUGVanguard×

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 VUG, 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%$179B1.9

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%$875B2.1

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%$483M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.3

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: IVV 2000 · HAPI 2022 · SPYM 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 55.1% in common

IVVMeasureVUG

+11.3%Year to dateJan 1 → Nov 9+4.2%

+13.6%1 yearTotal return+4.7%

+22.0%3 years · per year$10,000 became $18,159 · $18,569+22.9%

+11.9%5 years · per year$10,000 became $17,545 · $16,565+10.6%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.11%Trailing 12-mo yield$111 · $41 a year on $10k0.41%

−8.9%Worst dropSmaller is better−15.1%

13.8%VolatilityLower is calmer19.1%

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

6–1IVV wins

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

More Ways to See the Pairs

IVV vs VUG: Top 5 Holdings

Today

IVV

27.8%in top 5

VUG

in top 545.2%

IVVStockVUG

7.1%NVDA13.5%

7.9%AAPL12.5%

6.2%MSFT9.7%

2.6%GOOGL5.2%

not top 5AVGO4.3%

4.0%AMZNnot top 5

Held in common55.1%

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

IVV vs VUG Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

IVVVUGFaded: behind in that period

3–1IVV wins

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

IVV vs SPYM

YTD

iSharesIVV

+11.3%

SPYMSPDR

+11.3%

+11.3%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.7%

1.1%Yield1.0%

$875BAssets$179B

1–1level

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

Cost, Income and Risk

Fees: IVV, HAPI, SPYM, VUG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

VUG0.03%$3

HAPI0.35%$35

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

Yields: IVV, HAPI, SPYM, VUG

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

HAPI0.78%$78

VUG0.41%$41

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

HAPI$78 − $35 = $43

VUG$41 − $3 = $38

KeptFee

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

Overlap: IVV, HAPI, SPYM, VUG

Today

99.9%most shared, IVV and SPYM

IVVHAPISPYMVUG

IVV—50.7%99.9%55.1%

HAPI50.7%—50.8%43.8%

SPYM99.9%50.8%—55.1%

VUG55.1%43.8%55.1%—

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

Return vs Bumpiness: 4 ETFs

+13.6%HAPI, at 12.9% volatility

HAPIWorst drop−8.1%12.9% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IVVSPYM

+11.3%Year to date+11.3%

1.1%Yield1.0%

+13.6%Past year+13.6%

0.03%Fee0.02%

1–1level

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

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026