HAPS vs IWM

AHAPS

BIWM

Measures won2–3IWM wins · of 6 · 5Y

$10,000 · 5Y$13,509IWM

Lowest cost0.19%IWM · $19 on $10k

Most income0.96%IWM · $96 on $10k

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

Held in common12.4%HAPS and IWM

HAPS

IWM

Harbor Human Capital Factor US Small Cap ETF · $176MiShares Russell 2000 ETF · $77.4B

+20.5%3 years · per year$17,497 · $18,002+21.6%

[…]5 years · per year[…] · $13,509+6.2%

0.61%Expense ratio$61 · $19 on $10k · lower wins0.19%

0.46%12-mo yield$46 · $96 on $10k0.96%

−10.0%Worst dropSmaller wins−11.1%

15.5%VolatilityLower wins18.2%

2–3IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAPS · IWM

1.2%FROG0.3%

2.4%TWST0.3%

2.3%KYMR0.3%

1.3%GATX0.2%

Held in common12.4%

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

Both

5Y2 funds

#			Trend
1	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	AHAPS	Harbor Human Capital Factor US Small Cap ETFRead Desk		0.61%	0.46%	+1.8%	+22.5%	+25.6%	+20.5%	new	−10.0%	$176M

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

Both

5Y2 funds

#			Trend
1	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	AHAPS	Harbor Human Capital Factor US Small Cap ETFRead Desk		0.61%	0.46%	+1.8%	+22.5%	+25.6%	+20.5%	new	−10.0%	$176M

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

HAPS vs IWM

HAPS

Harbor Human Capital Factor US Small Cap

[…]

IWM

iShares Russell 2000

$13,509

MeasureHAPSIWM

Fee0.61%0.19%

Cost on $10k a year$61$19

Yield0.46%0.96%

5 years, per year[…]+6.2%

3 years, per year+20.5%+21.6%

Worst drop · 1Y−10.0%−11.1%

Volatility · 1Y15.5%18.2%

3–2measures won
IWM first

12.4%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: HAPS, IWM

Today

12.4%most shared, HAPS and IWM

HAPSIWM

HAPS—12.4%

IWM12.4%—

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

HAPS$46 − $61 = −$15

KeptFee

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