Compare · 3 funds side by side · dividends reinvested

IWB, HAPI and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,459IWB · best of the three

02 / 04

IWB, HAPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.6

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.77%+12.3%+13.6%+23.9%[…]−8.1%12.2%$491M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IWB 2000 · HAPI 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $47.8B$17,459

IWB

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $491M[…]

$10,000 five years ago, dividends reinvested · they hold 48.0% in common

IWBMeasureHAPI

+13.0%Year to dateJan 1 → Nov 4+12.3%

+13.2%1 yearTotal return+13.6%

+23.9%3 years · per year$10,000 became $19,023 · $19,002+23.9%

+11.8%5 years · per year$10,000 became $17,459 · […][…]

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

0.91%Trailing 12-mo yield$91 · $77 a year on $10k0.77%

−8.9%Worst dropSmaller is better−8.1%

12.9%VolatilityLower is calmer12.2%

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

3–3Level

End-of-day Nov 4, 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

25.2%in top 5

HAPI

in top 527.0%

IWBStockHAPI

6.9%NVDA5.1%

6.9%AAPL5.9%

5.5%MSFT5.9%

3.5%AMZN5.7%

not top 5META4.4%

2.3%GOOGLnot top 5

Held in common48.0%

End-of-day Nov 4, 2026 · share of each fund

IWB vs HAPI Returns, Every Period

iSharesIWB

+13.2%

past year

HAPIHarbor

+13.6%

past year

IWBHAPIFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWB vs HAPI

YTD

iSharesIWB

+13.0%

HAPIHarbor

+12.3%

+13.0%Year to date+12.3%

−8.9%Worst drop · 1Y−8.1%

12.9%Volatility · 1Y12.2%

0.9%Yield0.8%

$47.8BAssets$491M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWB, HAPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

HAPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWB, HAPI, VUG

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

HAPI0.77%$77

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

HAPI$77 − $35 = $42

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWB, HAPI, VUG

Today

52.0%most shared, IWB and VUG

IWBHAPIVUG

IWB—48.0%52.0%

HAPI48.0%—43.7%

VUG52.0%43.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%HAPI, at 12.2% volatility

HAPIWorst drop−8.1%12.2% vol

IWBWorst drop−8.9%12.9% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWBHAPI

+13.0%Year to date+12.3%

0.9%Yield0.8%

+13.2%Past year+13.6%

0.15%Fee0.35%

3–1IWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026