Compare · 3 funds side by side · dividends reinvested

VIG, HAPI and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

VIG, HAPI and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.1

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%$503M2.4

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: VIG 2006 · HAPI 2022 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

HAPI

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

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

HAPIMeasureIJR

+8.0%Year to dateJan 1 → Nov 6+15.5%

+9.9%1 yearTotal return+17.6%

+21.7%3 years · per year$10,000 became $18,006 · $16,147+17.3%

[…]5 years · per year$10,000 became […] · $13,170+5.7%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.80%Trailing 12-mo yield$80 · $124 a year on $10k1.24%

−8.1%Worst dropSmaller is better−9.7%

12.7%VolatilityLower is calmer16.2%

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

3–4IJR wins

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

More Ways to See the Pairs

HAPI vs IJR: Top 5 Holdings

Today

HAPI

27.4%in top 5

IJR

in top 52.6%

HAPIStockIJR

6.2%AAPLnot top 5

6.2%MSFTnot top 5

6.0%AMZNnot top 5

4.6%NVDAnot top 5

4.4%METAnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common0.1%

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

HAPI vs IJR Returns, Every Period

HarborHAPI

+9.9%

past year

IJRiShares

+17.6%

past year

HAPIIJRFaded: behind in that period

1–2IJR wins

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

Stocks vs Income: HAPI vs VIG

YTD

HarborHAPI

+8.0%

VIGVanguard

+12.1%

+8.0%Year to date+12.1%

−8.1%Worst drop · 1Y−7.9%

12.7%Volatility · 1Y10.8%

0.8%Yield1.5%

$503MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: VIG, HAPI, IJR

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJR0.06%$6

HAPI0.35%$35

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

Yields: VIG, HAPI, IJR

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

IJR1.24%$124

HAPI0.80%$80

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IJR$124 − $6 = $118

HAPI$80 − $35 = $45

KeptFee

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

Overlap: VIG, HAPI, IJR

Today

40.3%most shared, VIG and HAPI

VIGHAPIIJR

VIG—40.3%0.7%

HAPI40.3%—0.1%

IJR0.7%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

VIGWorst drop−7.9%10.8% vol

HAPIWorst drop−8.1%12.7% vol

IJRWorst drop−9.7%16.2% vol

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

Paid More vs Made More

YTD

VIGIJR

+12.1%Year to date+15.5%

1.5%Yield1.2%

+14.3%Past year+17.6%

0.04%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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