HAPI vs DIA

AHAPI

BDIA

Measures won3–2HAPI wins · of 6 · YTD

$10,000 · YTD$10,802HAPI · DIA $10,777

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common34.4%HAPI and DIA

YTD

HAPI

DIA

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $484MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+8.0%Year to dateJan 1 → Nov 6+7.8%

+9.9%1 yearTotal return+9.9%

0.35%Expense ratio$35 · $16 on $10k · lower wins0.16%

0.80%12-mo yield$80 · $140 on $10k1.40%

−8.1%Worst dropSmaller wins−9.8%

12.7%VolatilityLower wins13.4%

3–2HAPI wins

$10,000 · since Jan 1One scale

Shared top holdingsHAPI · DIA

6.2%MSFT6.2%

6.2%AAPL4.0%

4.3%GOOGL3.3%

3.1%JPM3.9%

Held in common34.4%

End-of-day Nov 6, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk		0.35%	0.80%	−0.2%	+8.0%	+9.9%	+21.7%	new	−8.1%	$484M
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

YTD2 funds

#			Trend
1	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk		0.35%	0.80%	−0.2%	+8.0%	+9.9%	+21.7%	new	−8.1%	$484M
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HAPI vs DIA

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

$10,995

DIA

SPDR Dow Jones Industrial Average ETF Trust

$10,985

MeasureHAPIDIA

Fee0.35%0.16%

Cost on $10k a year$35$16

Yield0.80%1.40%

5 years, per year[…]+9.3%

3 years, per year+21.7%+17.3%

Worst drop · 1Y−8.1%−9.8%

Volatility · 1Y12.7%13.4%

3–2measures won
HAPI first

34.4%

holdings shared

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HAPI, DIA

Today

34.4%most shared, HAPI and DIA

HAPIDIA

HAPI—34.4%

DIA34.4%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

HAPI$80 − $35 = $45

KeptFee

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