Compare · 4 funds side by side · dividends reinvested

VUG, HAPI, DFAC and IJH

VUGVanguard×HAPIHarbor×DFACDimensional×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,526DFAC · best of the four

02 / 04

VUG, HAPI, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.9

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.2%+10.5%+22.1%[…]−8.1%12.8%$503M2.4

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%$125B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: VUG 2004 · HAPI 2022 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

HAPI

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

$10,000 five years ago, dividends reinvested · they hold 43.9% in common

VUGMeasureHAPI

+0.5%Year to dateJan 1 → Nov 5+8.2%

−0.6%1 yearTotal return+10.5%

+22.8%3 years · per year$10,000 became $18,532 · $18,219+22.1%

+9.9%5 years · per year$10,000 became $16,052 · […][…]

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

0.43%Trailing 12-mo yield$43 · $80 a year on $10k0.80%

−15.1%Worst dropSmaller is better−8.1%

19.0%VolatilityLower is calmer12.8%

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

2–5HAPI wins

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

More Ways to See the Pairs

VUG vs HAPI: Top 5 Holdings

Today

VUG

45.2%in top 5

HAPI

in top 527.4%

VUGStockHAPI

13.5%NVDA4.9%

12.5%AAPL6.1%

9.7%MSFT6.2%

not top 5AMZN5.9%

5.2%GOOGLnot top 5

not top 5META4.4%

4.3%AVGOnot top 5

Held in common43.9%

End-of-day Nov 5, 2026 · share of each fund

VUG vs HAPI Returns, Every Period

VanguardVUG

−0.6%

past year

HAPIHarbor

+10.5%

past year

VUGHAPIFaded: behind in that period

1–2HAPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VUG vs IJH

YTD

VanguardVUG

+0.5%

IJHiShares

+9.5%

+0.5%Year to date+9.5%

−15.1%Worst drop · 1Y−8.8%

19.0%Volatility · 1Y15.5%

0.4%Yield1.3%

$233BAssets$125B

4–0IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, HAPI, DFAC, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

DFAC0.21%$21

HAPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VUG, HAPI, DFAC, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAC0.90%$90

HAPI0.80%$80

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

HAPI$80 − $35 = $45

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VUG, HAPI, DFAC, IJH

Today

43.9%most shared, VUG and HAPI

VUGHAPIDFACIJH

VUG—43.9%36.2%0.0%

HAPI43.9%—41.9%0.2%

DFAC36.2%41.9%—11.4%

IJH0.0%0.2%11.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+14.3%DFAC, at 12.9% volatility

HAPIWorst drop−8.1%12.8% vol

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+9.5%Year to date+11.2%

1.3%Yield0.9%

+12.9%Past year+14.3%

0.05%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026