IJH vs HAPI

AIJH

BHAPI

Measures won2–3HAPI wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · IJR $13,136

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

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

Held in common0.2%IJH and HAPI

IJH

HAPI

iShares Core S&P Mid-Cap ETF · $121BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $503M

+16.5%3 years · per year$15,806 · $18,219+22.1%

+6.7%5 years · per year$13,830 · […][…]

0.05%Expense ratio$5 · $35 on $10k · lower wins0.35%

1.26%12-mo yield$126 · $80 on $10k0.80%

−8.8%Worst dropSmaller wins−8.1%

15.5%VolatilityLower wins12.8%

2–3HAPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJH · HAPI

0.3%PINS0.1%

0.2%CTVA0.0%

0.1%RYAN0.0%

Held in common0.2%

End-of-day Nov 5, 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	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
3	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−3.7%	+8.2%	+10.5%	+22.1%	new	−8.1%	$503M

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

All Three

5Y3 funds

#
1	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
3	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−3.7%	+8.2%	+10.5%	+22.1%	new	−8.1%	$503M

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

Cards for this view

IJH vs HAPI

IJH

iShares Core S&P Mid-Cap

$13,830

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureIJHHAPI

Fee0.05%0.35%

Cost on $10k a year$5$35

Yield1.26%0.80%

5 years, per year+6.7%[…]

3 years, per year+16.5%+22.1%

Worst drop · 1Y−8.8%−8.1%

Volatility · 1Y15.5%12.8%

3–2measures won
HAPI first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IJH, HAPI, IJR

Today

0.2%most shared, IJH and HAPI

IJHHAPIIJR

IJH—0.2%0.0%

HAPI0.2%—0.1%

IJR0.0%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IJR$124 − $6 = $118

HAPI$80 − $35 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee