HAPI vs IWB

AHAPI

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$17,090IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.92%IWB · $92 on $10k

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

Held in common48.0%HAPI and IWB

HAPI

IWB

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $491MiShares Russell 1000 ETF · $47.8B

+23.6%3 years · per year$18,900 · $18,957+23.8%

[…]5 years · per year[…] · $17,090+11.3%

0.35%Expense ratio$35 · $15 on $10k · lower wins0.15%

0.79%12-mo yield$79 · $92 on $10k0.92%

−8.1%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins12.8%

2–3IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAPI · IWB

5.9%AAPL6.9%

5.9%MSFT5.5%

5.1%NVDA6.9%

5.7%AMZN3.5%

Held in common48.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
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

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

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
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

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 IWB

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

IWB

iShares Russell 1000

$17,090

MeasureHAPIIWB

Fee0.35%0.15%

Cost on $10k a year$35$15

Yield0.79%0.92%

5 years, per year[…]+11.3%

3 years, per year+23.6%+23.8%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y12.1%12.8%

3–2measures won
IWB first

48.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: HAPI, IWB

Today

48.0%most shared, HAPI and IWB

HAPIIWB

HAPI—48.0%

IWB48.0%—

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

HAPI$79 − $35 = $44

KeptFee

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