Compare · 4 funds side by side · dividends reinvested

SPYM, HAPI, IWF and VTV

SPYMSPDR×HAPIHarbor×IWFiShares×VTVVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,885VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the four · RiskSmallest drop

SPYM, HAPI, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B2.0

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.6%+11.5%+21.2%[…]−8.1%12.9%$497M2.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: SPYM 2005 · HAPI 2022 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 ETF · $183B$17,408

SPYM

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SPYM vs HAPI: Top 5 Holdings

Today

SPYM

26.8%in top 5

HAPI

in top 526.8%

SPYMStockHAPI

7.9%AAPL6.2%

6.4%NVDAnot top 5

4.0%AMZN6.0%

5.9%MSFT5.8%

not top 5META

Cost, Income and Risk

Fees: SPYM, HAPI, IWF, VTV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTV0.03%$3

IWF0.18%$18

HAPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $497M[…]

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

SPYMMeasureHAPI

+12.0%Year to dateJan 1 → Nov 12+10.6%

+12.2%1 yearTotal return+11.5%

+21.7%3 years · per year$10,000 became $18,024 · $17,822+21.2%

+11.7%5 years · per year$10,000 became $17,408 · […][…]

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

1.02%Trailing 12-mo yield$102 · $78 a year on $10k0.78%

−8.9%Worst dropSmaller is better−8.1%

13.7%VolatilityLower is calmer12.9%

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

5–2SPYM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%

2.6%GOOGL4.3%

Held in common50.1%

End-of-day Nov 12, 2026 · share of each fund

SPYM vs HAPI Returns, Every Period

1Y

SPDRSPYM

+12.2%

past year

HAPIHarbor

+11.5%

past year

SPYMHAPIFaded: behind in that period

3–0SPYM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPYM vs VTV

YTD

SPDRSPYM

+12.0%

VTVVanguard

+21.7%

+12.0%Year to date+21.7%

−8.9%Worst drop · 1Y−6.4%

13.7%Volatility · 1Y10.8%

1.0%Yield1.8%

$183BAssets$184B

4–0VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SPYM, HAPI, IWF, VTV

1Y

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

SPYM1.02%$102

HAPI0.78%$78

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

SPYM$102 − $2 = $100

HAPI$78 − $35 = $43

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SPYM, HAPI, IWF, VTV

Today

56.2%most shared, SPYM and IWF

SPYMHAPIIWFVTV

SPYM—50.1%56.2%43.7%

HAPI50.1%—43.5%35.5%

IWF56.2%43.5%—12.1%

VTV43.7%35.5%12.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+24.0%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

HAPIWorst drop−8.1%12.9% vol

SPYMWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSPYM

+21.7%Year to date+12.0%

1.8%Yield1.0%

+24.0%Past year+12.2%

0.03%Fee0.02%

3–1VTV wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

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SPYM, HAPI, IWF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four