Compare · 4 funds side by side · dividends reinvested

VUG, HAPI, IJR and IWF

VUGVanguard×HAPIHarbor×IJRiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

VUG, HAPI, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$484M2.0

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%$104B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: VUG 2004 · HAPI 2022 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $484M[…]

HAPI

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

HAPIMeasureIWF

+8.0%Year to dateJan 1 → Nov 6−5.3%

+9.9%1 yearTotal return−6.5%

+21.7%3 years · per year$10,000 became $18,006 · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

0.80%Trailing 12-mo yield$80 · $39 a year on $10k0.39%

−8.1%Worst dropSmaller is better−14.6%

12.7%VolatilityLower is calmer19.4%

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

6–1HAPI 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 IWF: Top 5 Holdings

Today

HAPI

27.4%in top 5

IWF

in top 539.8%

HAPIStockIWF

4.6%NVDA14.1%

6.2%AAPL9.0%

6.2%MSFT6.6%

6.0%AMZNnot top 5

not top 5GOOGL5.5%

not top 5AVGO4.5%

4.4%METAnot top 5

Held in common44.0%

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

HAPI vs IWF Returns, Every Period

HarborHAPI

+9.9%

past year

IWFiShares

−6.5%

past year

HAPIIWFFaded: behind in that period

3–0HAPI wins

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

HAPI vs IJR

YTD

HarborHAPI

+8.0%

IJRiShares

+15.5%

+8.0%Year to date+15.5%

−8.1%Worst drop · 1Y−9.7%

12.7%Volatility · 1Y16.2%

0.8%Yield1.2%

$484MAssets$104B

2–2level

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

Cost, Income and Risk

Fees: VUG, HAPI, IJR, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

IWF0.18%$18

HAPI0.35%$35

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

Yields: VUG, HAPI, IJR, IWF

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

HAPI0.80%$80

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

HAPI$80 − $35 = $45

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: VUG, HAPI, IJR, IWF

Today

78.0%most shared, VUG and IWF

VUGHAPIIJRIWF

VUG—43.6%0.0%78.0%

HAPI43.6%—0.1%44.0%

IJR0.0%0.1%—0.1%

IWF78.0%44.0%0.1%—

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

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

HAPIWorst drop−8.1%12.7% vol

IJRWorst drop−9.7%16.2% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IJRHAPI

+15.5%Year to date+8.0%

1.2%Yield0.8%

+17.6%Past year+9.9%

0.06%Fee0.35%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

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