Compare · 3 funds side by side · dividends reinvested

IWB, HAPI and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,543IWB · best of the three

02 / 04

IWB, HAPI and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.8

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%$503M1.9

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$48.5B2.3

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: IWB 2000 · HAPI 2022 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $48.5B$16,543

IWB

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 48.4% in common

IWBMeasureHAPI

+8.1%Year to dateJan 1 → Nov 5+8.2%

+9.6%1 yearTotal return+10.5%

+21.8%3 years · per year$10,000 became $18,083 · $18,219+22.1%

+10.6%5 years · per year$10,000 became $16,543 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

0.95%Trailing 12-mo yield$95 · $80 a year on $10k0.80%

−8.9%Worst dropSmaller is better−8.1%

13.6%VolatilityLower is calmer12.8%

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

2–5HAPI wins

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

More Ways to See the Pairs

IWB vs HAPI: Top 5 Holdings

Today

IWB

25.6%in top 5

HAPI

in top 527.4%

IWBStockHAPI

7.1%AAPL6.1%

6.6%NVDA4.9%

5.8%MSFT6.2%

3.6%AMZN5.9%

not top 5META4.4%

2.4%GOOGLnot top 5

Held in common48.4%

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

IWB vs HAPI Returns, Every Period

iSharesIWB

+9.6%

past year

HAPIHarbor

+10.5%

past year

IWBHAPIFaded: behind in that period

0–3HAPI wins

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

IWB vs IJH

YTD

iSharesIWB

+8.1%

IJHiShares

+9.5%

+8.1%Year to date+9.5%

−8.9%Worst drop · 1Y−8.8%

13.6%Volatility · 1Y15.5%

1.0%Yield1.3%

$48.5BAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: IWB, HAPI, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWB0.15%$15

HAPI0.35%$35

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

Yields: IWB, HAPI, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

IWB0.95%$95

HAPI0.80%$80

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IWB$95 − $15 = $80

HAPI$80 − $35 = $45

KeptFee

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

Overlap: IWB, HAPI, IJH

Today

48.4%most shared, IWB and HAPI

IWBHAPIIJH

IWB—48.4%4.2%

HAPI48.4%—0.2%

IJH4.2%0.2%—

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

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

HAPIWorst drop−8.1%12.8% vol

IWBWorst drop−8.9%13.6% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

IJHHAPI

+9.5%Year to date+8.2%

1.3%Yield0.8%

+12.9%Past year+10.5%

0.05%Fee0.35%

4–0IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

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