HAPS vs IWF

AHAPS

BIWF

Measures won3–2HAPS wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.48%HAPS · $48 on $10k

Smallest drop−10.0%HAPS · worst fall in 1Y

Held in common0.0%HAPS and IWF

HAPS

IWF

Harbor Human Capital Factor US Small Cap ETF · $176MiShares Russell 1000 Growth ETF · $113B

+18.1%3 years · per year$16,483 · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.61%Expense ratio$61 · $18 on $10k · lower wins0.18%

0.48%12-mo yield$48 · $39 on $10k0.39%

−10.0%Worst dropSmaller wins−14.6%

16.1%VolatilityLower wins19.4%

3–2HAPS wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAPS · IWF

1.3%TNL0.0%

0.5%IRDM0.0%

0.7%LOPE0.0%

0.7%RNG0.0%

Held in common0.0%

End-of-day Nov 6, 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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AHAPS	Harbor Human Capital Factor US Small Cap ETFRead Desk		0.61%	0.48%	−0.3%	+17.0%	+20.7%	+18.1%	new	−10.0%	$176M

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AHAPS	Harbor Human Capital Factor US Small Cap ETFRead Desk		0.61%	0.48%	−0.3%	+17.0%	+20.7%	+18.1%	new	−10.0%	$176M

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

HAPS vs IWF

HAPS

Harbor Human Capital Factor US Small Cap

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureHAPSIWF

Fee0.61%0.18%

Cost on $10k a year$61$18

Yield0.48%0.39%

5 years, per year[…]+9.1%

3 years, per year+18.1%+19.4%

Worst drop · 1Y−10.0%−14.6%

Volatility · 1Y16.1%19.4%

3–2measures won
HAPS first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: HAPS, IWF

Today

0.0%most shared, HAPS and IWF

HAPSIWF

HAPS—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

HAPS$48 − $61 = −$13

KeptFee

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