Compare · 3 funds side by side · dividends reinvested

IVV, HAPI and VO

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 VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

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%$850B2.0

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%$503M2.1

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 16.0% in common

VOMeasureIVV

+10.7%Year to dateJan 1 → Nov 5+8.4%

+12.4%1 yearTotal return+9.7%

+18.9%3 years · per year$10,000 became $16,795 · $18,221+22.1%

+6.4%5 years · per year$10,000 became $13,616 · $17,151+11.4%

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

1.39%Trailing 12-mo yield$139 · $114 a year on $10k1.14%

−8.2%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

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

5–2VO wins

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

More Ways to See the Pairs

VO vs IVV: Top 5 Holdings

Today

5.3%in top 5

IVV

in top 527.7%

VOStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common16.0%

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

VO vs IVV Returns, Every Period

VanguardVO

+6.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

VOIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: VO vs IVV

YTD

VanguardVO

+10.7%

IVViShares

+8.4%

+10.7%Year to date+8.4%

−8.2%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.6%

1.4%Yield1.1%

$103BAssets$850B

4–0VO wins

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

Cost, Income and Risk

Fees: IVV, HAPI, VO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VO0.03%$3

HAPI0.35%$35

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

Yields: IVV, HAPI, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IVV1.14%$114

HAPI0.80%$80

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IVV$114 − $3 = $111

HAPI$80 − $35 = $45

KeptFee

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

Overlap: IVV, HAPI, VO

Today

50.6%most shared, IVV and HAPI

IVVHAPIVO

IVV—50.6%16.0%

HAPI50.6%—13.5%

VO16.0%13.5%—

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

Return vs Bumpiness: 3 ETFs

+12.4%VO, at 12.9% volatility

HAPIWorst drop−8.1%12.8% vol

VOWorst drop−8.2%12.9% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

VOIVV

+10.7%Year to date+8.4%

1.4%Yield1.1%

+12.4%Past year+9.7%

0.03%Fee0.03%

3–0VO 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$819B

2–0SPYM wins

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$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026