Compare · 4 funds side by side · dividends reinvested

IWB, HAPI, IJR and IWF

IWBiShares×HAPIHarbor×IJRiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,924IWB · best of the four

02 / 04

IWB, HAPI, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.93%+11.2%+13.5%+21.8%+11.1%−8.9%13.8%$46.6B2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.1

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%$483M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.5

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: IWB 2000 · HAPI 2022 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

IWFMeasureHAPI

−2.5%Year to dateJan 1 → Nov 9+10.6%

−2.2%1 yearTotal return+13.6%

+19.8%3 years · per year$10,000 became $17,207 · $18,105+21.9%

+9.7%5 years · per year$10,000 became $15,892 · […][…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

0.38%Trailing 12-mo yield$38 · $78 a year on $10k0.78%

−14.6%Worst dropSmaller is better−8.1%

19.5%VolatilityLower is calmer12.9%

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

1–6HAPI wins

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

More Ways to See the Pairs

IWF vs HAPI: Top 5 Holdings

Today

IWF

39.7%in top 5

HAPI

in top 527.5%

IWFStockHAPI

14.3%NVDA4.7%

8.8%AAPL6.2%

6.5%MSFT6.1%

not top 5AMZN6.0%

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5META4.4%

Held in common44.0%

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

IWF vs HAPI Returns, Every Period

iSharesIWF

−2.2%

past year

HAPIHarbor

+13.6%

past year

IWFHAPIFaded: behind in that period

0–3HAPI wins

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

IWF vs IJR

YTD

iSharesIWF

−2.5%

IJRiShares

+18.9%

−2.5%Year to date+18.9%

−14.6%Worst drop · 1Y−9.7%

19.5%Volatility · 1Y16.4%

0.4%Yield1.2%

$115BAssets$104B

4–0IJR wins

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

Cost, Income and Risk

Fees: IWB, HAPI, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWB0.15%$15

IWF0.18%$18

HAPI0.35%$35

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

Yields: IWB, HAPI, IJR, IWF

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

IWB0.93%$93

HAPI0.78%$78

IWF0.38%$38

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IWB$93 − $15 = $78

HAPI$78 − $35 = $43

IWF$38 − $18 = $20

KeptFee

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

Overlap: IWB, HAPI, IJR, IWF

Today

55.0%most shared, IWB and IWF

IWBHAPIIJRIWF

IWB—48.6%0.4%55.0%

HAPI48.6%—0.1%44.0%

IJR0.4%0.1%—0.1%

IWF55.0%44.0%0.1%—

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

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

HAPIWorst drop−8.1%12.9% vol

IWBWorst drop−8.9%13.8% vol

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

IJRIWB

+18.9%Year to date+11.2%

1.2%Yield0.9%

+22.8%Past year+13.5%

0.06%Fee0.15%

4–0IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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$59.7B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026