IWF vs HAPI

AIWF

BHAPI

Measures won1–4HAPI wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common44.0%IWF and HAPI

IWF

HAPI

iShares Russell 1000 Growth ETF · $118BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $483M

+19.8%3 years · per year$17,207 · $18,105+21.9%

+9.7%5 years · per year$15,892 · […][…]

0.18%Expense ratio$18 · $35 on $10k · lower wins0.35%

0.38%12-mo yield$38 · $78 on $10k0.78%

−14.6%Worst dropSmaller wins−8.1%

19.5%VolatilityLower wins12.9%

1–4HAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIWF · HAPI

8.8%AAPL6.2%

6.5%MSFT6.1%

14.3%NVDA4.7%

5.5%GOOGL4.3%

Held in common44.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	DCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	+2.4%	+14.1%	+17.3%	+21.6%	new	−8.3%	$45.0B
4	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.4%	+10.6%	+13.6%	+21.9%	new	−8.1%	$483M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	DCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	+2.4%	+14.1%	+17.3%	+21.6%	new	−8.3%	$45.0B
4	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.4%	+10.6%	+13.6%	+21.9%	new	−8.1%	$483M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWF vs HAPI

IWF

iShares Russell 1000 Growth

$15,892

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureIWFHAPI

Fee0.18%0.35%

Cost on $10k a year$18$35

Yield0.38%0.78%

5 years, per year+9.7%[…]

3 years, per year+19.8%+21.9%

Worst drop · 1Y−14.6%−8.1%

Volatility · 1Y19.5%12.9%

4–1measures won
HAPI first

44.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DCOR, HAPI, IWF, VO

Today

44.0%most shared, DCOR and HAPI

DCORHAPIIWFVO

DCOR—44.0%42.8%18.6%

HAPI44.0%—44.0%13.5%

IWF42.8%44.0%—9.2%

VO18.6%13.5%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DCOR$91 − $17 = $74

HAPI$78 − $35 = $43

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee