HAPI vs IWB

AHAPI

BIWB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,459IWB · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.91%IWB · $91 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

+23.9%3 years · per year$19,002 · $19,023+23.9%

[…]5 years · per year[…] · $17,459+11.8%

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

0.77%12-mo yield$77 · $91 on $10k0.91%

−8.1%Worst dropSmaller wins−8.9%

12.2%VolatilityLower wins12.9%

2–2Level

$10,000 · 5 yearsAll three, one 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 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.77%	+2.0%	+12.3%	+13.6%	+23.9%	new	−8.1%	$491M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.77%	+2.0%	+12.3%	+13.6%	+23.9%	new	−8.1%	$491M

End-of-day Nov 4, 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

$17,459

MeasureHAPIIWB

Fee0.35%0.15%

Cost on $10k a year$35$15

Yield0.77%0.91%

5 years, per year[…]+11.8%

3 years, per year+23.9%+23.9%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y12.2%12.9%

2–2measures won
level

48.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: HAPI, IWB, VUG

Today

52.0%most shared, IWB and VUG

HAPIIWBVUG

HAPI—48.0%43.7%

IWB48.0%—52.0%

VUG43.7%52.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

HAPI$77 − $35 = $42

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee