HAPI vs IWF

AHAPI

BIWF

Measures won5–1HAPI wins · of 6 · 1Y

$10,000 · 1Y$11,604DFAC · HAPI $11,098

Lowest cost0.18%IWF · $18 on $10k

Most income0.88%DFAC · $88 on $10k

Smallest drop−8.1%HAPI · worst fall in 1Y

Held in common43.3%HAPI and IWF

HAPI

IWF

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $491MiShares Russell 1000 Growth ETF · $120B

+10.1%Year to dateJan 1 → Nov 3−0.5%

+11.0%1 yearTotal return−2.9%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

0.79%12-mo yield$79 · $37 on $10k0.37%

−8.1%Worst dropSmaller wins−15.6%

12.1%VolatilityLower wins18.3%

5–1HAPI wins

$10,000 · 1 yearAll three, one scale

Shared top holdingsHAPI · IWF

6.0%AAPL8.4%

5.8%MSFT6.1%

5.0%NVDA14.9%

4.2%GOOGL5.1%

Held in common43.3%

End-of-day Nov 3, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

1Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.79%	+0.3%	+10.1%	+11.0%	+23.6%	new	−8.1%	$491M
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

1Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.79%	+0.3%	+10.1%	+11.0%	+23.6%	new	−8.1%	$491M
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HAPI vs IWF

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

$11,098

IWF

iShares Russell 1000 Growth

$9,711

MeasureHAPIIWF

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield0.79%0.37%

5 years, per year[…]+10.5%

3 years, per year+23.6%+22.7%

Worst drop · 1Y−8.1%−15.6%

Volatility · 1Y12.1%18.3%

4–1measures won
HAPI first

43.3%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: HAPI, DFAC, IWF

Today

43.3%most shared, HAPI and IWF

HAPIDFACIWF

HAPI—41.5%43.3%

DFAC41.5%—40.4%

IWF43.3%40.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

HAPI$79 − $35 = $44

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee