Compare · 4 funds side by side · dividends reinvested

IWB, HAPI, VUG and IJR

IWBiShares×HAPIHarbor×VUGVanguard×IJRiShares×

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, VUG and IJR, 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%$47.8B2.3

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%$107B2.3

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%$483M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IWB 2000 · HAPI 2022 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IJR

iShares Core S&P Small-Cap ETF · $107B$13,254

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

HAPIMeasureIJR

+10.6%Year to dateJan 1 → Nov 9+18.9%

+13.6%1 yearTotal return+22.8%

+21.9%3 years · per year$10,000 became $18,105 · $16,193+17.4%

[…]5 years · per year$10,000 became […] · $13,254+5.8%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.78%Trailing 12-mo yield$78 · $121 a year on $10k1.21%

−8.1%Worst dropSmaller is better−9.7%

12.9%VolatilityLower is calmer16.4%

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

3–4IJR wins

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

More Ways to See the Pairs

HAPI vs IJR: Top 5 Holdings

Today

HAPI

27.5%in top 5

IJR

in top 52.6%

HAPIStockIJR

6.2%AAPLnot top 5

6.1%MSFTnot top 5

6.0%AMZNnot top 5

4.7%NVDAnot top 5

4.4%METAnot top 5

not top 5PAYC0.5%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5LTH0.5%

not top 5VSAT0.5%

Held in common0.1%

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

HAPI vs IJR Returns, Every Period

HarborHAPI

+13.6%

past year

IJRiShares

+22.8%

past year

HAPIIJRFaded: behind in that period

1–2IJR wins

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

HAPI vs IJR

YTD

HarborHAPI

+10.6%

IJRiShares

+18.9%

+10.6%Year to date+18.9%

−8.1%Worst drop · 1Y−9.7%

12.9%Volatility · 1Y16.4%

0.8%Yield1.2%

$483MAssets$107B

2–2level

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

Cost, Income and Risk

Fees: IWB, HAPI, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

IWB0.15%$15

HAPI0.35%$35

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

Yields: IWB, HAPI, VUG, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

IWB0.93%$93

HAPI0.78%$78

VUG0.41%$41

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

VUG$41 − $3 = $38

KeptFee

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

Overlap: IWB, HAPI, VUG, IJR

Today

51.7%most shared, IWB and VUG

IWBHAPIVUGIJR

IWB—48.6%51.7%0.4%

HAPI48.6%—43.8%0.1%

VUG51.7%43.8%—0.0%

IJR0.4%0.1%0.0%—

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

VUGWorst drop−15.1%19.1% 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$61.4B

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%

$122BAssets$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