Compare · 4 funds side by side · dividends reinvested

IVV, HAPI, VTV and VO

IVViShares×HAPIHarbor×VTVVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

IVV, HAPI, VTV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.5

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%$850B2.8

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%$503M3.0

Rank among the four1st → 4thFee, 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 · VTV 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503M[…]

$10,000 five years ago, dividends reinvested · they hold 50.6% in common

IVVMeasureHAPI

+8.4%Year to dateJan 1 → Nov 5+8.2%

+9.7%1 yearTotal return+10.5%

+22.1%3 years · per year$10,000 became $18,221 · $18,219+22.1%

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.14%Trailing 12-mo yield$114 · $80 a year on $10k0.80%

−8.9%Worst dropSmaller is better−8.1%

13.6%VolatilityLower is calmer12.8%

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

3–3Level

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

More Ways to See the Pairs

IVV vs HAPI: Top 5 Holdings

Today

IVV

27.7%in top 5

HAPI

in top 527.4%

IVVStockHAPI

7.7%AAPL6.1%

7.3%NVDA4.9%

6.2%MSFT6.2%

3.9%AMZN5.9%

not top 5META4.4%

2.6%GOOGLnot top 5

Held in common50.6%

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

IVV vs HAPI Returns, Every Period

iSharesIVV

+9.7%

past year

HAPIHarbor

+10.5%

past year

IVVHAPIFaded: behind in that period

1–1Level

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

Core vs Stocks: IVV vs VTV

YTD

iSharesIVV

+8.4%

VTVVanguard

+19.0%

+8.4%Year to date+19.0%

−8.9%Worst drop · 1Y−6.4%

13.6%Volatility · 1Y10.7%

1.1%Yield1.9%

$850BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IVV, HAPI, VTV, VO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTV0.03%$3

VO0.03%$3

HAPI0.35%$35

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

Yields: IVV, HAPI, VTV, VO

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

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

$183most kept, VTV

VTV$186 − $3 = $183

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, VTV, VO

Today

50.6%most shared, IVV and HAPI

IVVHAPIVTVVO

IVV—50.6%43.4%16.0%

HAPI50.6%—35.3%13.5%

VTV43.4%35.3%—28.5%

VO16.0%13.5%28.5%—

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

Return vs Bumpiness: 4 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

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

VTVVO

+19.0%Year to date+10.7%

1.9%Yield1.4%

+24.0%Past year+12.4%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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