Compare · 4 funds side by side · dividends reinvested

IWF, HAPI, DFAC and VO

IWFiShares×HAPIHarbor×DFACDimensional×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,526DFAC · best of the four

02 / 04

IWF, HAPI, DFAC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.1

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%$503M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.4

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: IWF 2000 · HAPI 2022 · DFAC 2005 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

VOMeasureHAPI

+10.7%Year to dateJan 1 → Nov 5+8.2%

+12.4%1 yearTotal return+10.5%

+18.9%3 years · per year$10,000 became $16,795 · $18,219+22.1%

+6.4%5 years · per year$10,000 became $13,616 · […][…]

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

1.39%Trailing 12-mo yield$139 · $80 a year on $10k0.80%

−8.2%Worst dropSmaller is better−8.1%

12.9%VolatilityLower is calmer12.8%

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

4–3VO wins

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

More Ways to See the Pairs

VO vs HAPI: Top 5 Holdings

Today

5.3%in top 5

HAPI

in top 527.4%

VOStockHAPI

not top 5MSFT6.2%

not top 5AAPL6.1%

not top 5AMZN5.9%

not top 5NVDA4.9%

not top 5META4.4%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common13.5%

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

VO vs HAPI Returns, Every Period

VanguardVO

+12.4%

past year

HAPIHarbor

+10.5%

past year

VOHAPIFaded: behind in that period

2–1VO wins

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

VO vs DFAC

YTD

VanguardVO

+10.7%

DFACDimensional

+11.2%

+10.7%Year to date+11.2%

−8.2%Worst drop · 1Y−8.5%

12.9%Volatility · 1Y12.9%

1.4%Yield0.9%

$103BAssets$89.2B

2–1VO wins

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

Cost, Income and Risk

Fees: IWF, HAPI, DFAC, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

HAPI0.35%$35

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

Yields: IWF, HAPI, DFAC, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAC0.90%$90

HAPI0.80%$80

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWF, HAPI, DFAC, VO

Today

43.8%most shared, IWF and HAPI

IWFHAPIDFACVO

IWF—43.8%40.8%9.2%

HAPI43.8%—41.9%13.5%

DFAC40.8%41.9%—19.6%

VO9.2%13.5%19.6%—

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

Return vs Bumpiness: 4 ETFs

+14.3%DFAC, at 12.9% volatility

HAPIWorst drop−8.1%12.8% vol

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VODFAC

+10.7%Year to date+11.2%

1.4%Yield0.9%

+12.4%Past year+14.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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