IJH vs HAPI

AIJH

BHAPI

Measures won2–3HAPI wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · IJH $14,049

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 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 · $125BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $483M

+16.9%3 years · per year$15,960 · $18,105+21.9%

+7.0%5 years · per year$14,049 · […][…]

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

1.21%12-mo yield$121 · $78 on $10k0.78%

−8.8%Worst dropSmaller wins−8.1%

15.8%VolatilityLower wins12.9%

2–3HAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIJH · HAPI

0.3%PINS0.1%

0.2%CTVA0.0%

0.2%RYAN0.0%

Held in common0.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.4%	+10.6%	+13.6%	+21.9%	new	−8.1%	$483M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.4%	+10.6%	+13.6%	+21.9%	new	−8.1%	$483M

End-of-day Nov 9, 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

$14,049

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureIJHHAPI

Fee0.05%0.35%

Cost on $10k a year$5$35

Yield1.21%0.78%

5 years, per year+7.0%[…]

3 years, per year+16.9%+21.9%

Worst drop · 1Y−8.8%−8.1%

Volatility · 1Y15.8%12.9%

3–2measures won
HAPI first

0.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IJH, HAPI, IWF, VO

Today

44.0%most shared, HAPI and IWF

IJHHAPIIWFVO

IJH—0.2%1.8%0.2%

HAPI0.2%—44.0%13.5%

IWF1.8%44.0%—9.2%

VO0.2%13.5%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

HAPI$78 − $35 = $43

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee