Compare · 4 funds side by side · dividends reinvested

VIG, HAPI, IJR and IWF

VIGVanguard×HAPIHarbor×IJRiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

VIG, HAPI, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

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%$107B2.4

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%$483M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · HAPI 2022 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IJR

HAPI

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

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

IJRMeasureHAPI

+18.9%Year to dateJan 1 → Nov 9+10.6%

+22.8%1 yearTotal return+13.6%

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

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

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

1.21%Trailing 12-mo yield$121 · $78 a year on $10k0.78%

−9.7%Worst dropSmaller is better−8.1%

16.4%VolatilityLower is calmer12.9%

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

4–3IJR wins

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

More Ways to See the Pairs

IJR vs HAPI: Top 5 Holdings

Today

IJR

2.6%in top 5

HAPI

in top 527.5%

IJRStockHAPI

not top 5AAPL6.2%

not top 5MSFT6.1%

not top 5AMZN6.0%

not top 5NVDA4.7%

not top 5META4.4%

0.5%PAYCnot top 5

0.5%RHPnot top 5

0.5%MTCHnot top 5

0.5%LTHnot top 5

0.5%VSATnot top 5

Held in common0.1%

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

IJR vs HAPI Returns, Every Period

iSharesIJR

+22.8%

past year

HAPIHarbor

+13.6%

past year

IJRHAPIFaded: behind in that period

2–1IJR wins

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

Stocks vs Income: IJR vs VIG

YTD

iSharesIJR

+18.9%

VIGVanguard

+14.8%

+18.9%Year to date+14.8%

−9.7%Worst drop · 1Y−7.9%

16.4%Volatility · 1Y11.0%

1.2%Yield1.5%

$107BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, HAPI, IJR, IWF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJR0.06%$6

IWF0.18%$18

HAPI0.35%$35

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

Yields: VIG, HAPI, IJR, IWF

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

IJR1.21%$121

HAPI0.78%$78

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IJR$121 − $6 = $115

HAPI$78 − $35 = $43

IWF$38 − $18 = $20

KeptFee

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

Overlap: VIG, HAPI, IJR, IWF

Today

44.0%most shared, HAPI and IWF

VIGHAPIIJRIWF

VIG—40.4%0.7%32.6%

HAPI40.4%—0.1%44.0%

IJR0.7%0.1%—0.1%

IWF32.6%44.0%0.1%—

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

VIGWorst drop−7.9%11.0% vol

HAPIWorst drop−8.1%12.9% vol

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGIJR

+14.8%Year to date+18.9%

1.5%Yield1.2%

+17.6%Past year+22.8%

0.04%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026