Compare · 3 funds side by side · dividends reinvested

SCHB, HAPI and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,377SCHB · best of the three

02 / 04

SCHB, 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%$121B1.9

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$42.9B2.0

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.0%+9.9%+21.7%[…]−8.1%12.7%$503M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHB 2009 · HAPI 2022 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $42.9B$16,377

SCHB

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 46.9% in common

SCHBMeasureHAPI

+8.8%Year to dateJan 1 → Nov 6+8.0%

+9.7%1 yearTotal return+9.9%

+21.6%3 years · per year$10,000 became $17,991 · $18,006+21.7%

+10.4%5 years · per year$10,000 became $16,377 · […][…]

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

1.09%Trailing 12-mo yield$109 · $80 a year on $10k0.80%

−8.9%Worst dropSmaller is better−8.1%

13.8%VolatilityLower is calmer12.7%

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

3–4HAPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHB vs HAPI: Top 5 Holdings

Today

SCHB

24.8%in top 5

HAPI

in top 527.4%

SCHBStockHAPI

7.1%AAPL6.2%

6.2%NVDA4.6%

5.6%MSFT6.2%

3.6%AMZN6.0%

not top 5META4.4%

2.3%GOOGLnot top 5

Held in common46.9%

End-of-day Nov 6, 2026 · share of each fund

SCHB vs HAPI Returns, Every Period

SchwabSCHB

+9.7%

past year

HAPIHarbor

+9.9%

past year

SCHBHAPIFaded: behind in that period

1–2HAPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHB vs IJH

YTD

SchwabSCHB

+8.8%

IJHiShares

+9.5%

+8.8%Year to date+9.5%

−8.9%Worst drop · 1Y−8.8%

13.8%Volatility · 1Y15.5%

1.1%Yield1.3%

$42.9BAssets$121B

3–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHB, HAPI, IJH

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IJH0.05%$5

HAPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHB, HAPI, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

SCHB1.09%$109

HAPI0.80%$80

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

SCHB$109 − $3 = $106

HAPI$80 − $35 = $45

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHB, HAPI, IJH

Today

46.9%most shared, SCHB and HAPI

SCHBHAPIIJH

SCHB—46.9%4.7%

HAPI46.9%—0.2%

IJH4.7%0.2%—

End-of-day Nov 6, 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%12.7% vol

SCHBWorst drop−8.9%13.8% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSCHB

+9.5%Year to date+8.8%

1.3%Yield1.1%

+12.9%Past year+9.7%

0.05%Fee0.03%

3–1IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026