Compare · 2 funds side by side · dividends reinvested

SPYM and HAPI

SPYMSPDR×HAPIHarbor×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

SPYM and HAPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.4

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%$491M1.6

Rank among the two1st → 2ndFee, 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: SPYM 2005 · HAPI 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

SPYM

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 50.1% in common

SPYMMeasureHAPI

+13.4%Year to dateJan 1 → Nov 4+12.3%

+13.5%1 yearTotal return+13.6%

+24.3%3 years · per year$10,000 became $19,186 · $19,002+23.9%

+12.6%5 years · per year$10,000 became $18,126 · […][…]

0.02%Expense ratio$2 · $35 a year on $10k · lower is better0.35%

1.01%Trailing 12-mo yield$101 · $77 a year on $10k0.77%

−8.9%Worst dropSmaller is better−8.1%

12.8%VolatilityLower is calmer12.2%

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

4–3SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs HAPI: Top 5 Holdings

Today

SPYM

27.3%in top 5

HAPI

in top 527.0%

SPYMStockHAPI

7.7%NVDA5.1%

7.4%AAPL5.9%

5.9%MSFT5.9%

3.8%AMZN5.7%

not top 5META4.4%

2.5%GOOGLnot top 5

Held in common50.1%

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

SPYM vs HAPI Returns, Every Period

SPDRSPYM

+13.5%

past year

HAPIHarbor

+13.6%

past year

SPYMHAPIFaded: behind in that period

2–1SPYM wins

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

Core vs Stocks: SPYM vs HAPI

YTD

SPDRSPYM

+13.4%

HAPIHarbor

+12.3%

+13.4%Year to date+12.3%

−8.9%Worst drop · 1Y−8.1%

12.8%Volatility · 1Y12.2%

1.0%Yield0.8%

$185BAssets$491M

2–2level

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

Cost, Income and Risk

Fees: SPYM, HAPI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

HAPI0.35%$35

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

Yields: SPYM, HAPI

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

HAPI0.77%$77

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

HAPI$77 − $35 = $42

KeptFee

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

Overlap: SPYM, HAPI

Today

50.1%most shared, SPYM and HAPI

SPYMHAPI

SPYM—50.1%

HAPI50.1%—

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

Return vs Bumpiness: 2 ETFs

+13.6%HAPI, at 12.2% volatility

HAPIWorst drop−8.1%12.2% vol

SPYMWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

SPYMHAPI

+13.4%Year to date+12.3%

1.0%Yield0.8%

+13.5%Past year+13.6%

0.02%Fee0.35%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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