HAPI vs IWF

AHAPI

BIWF

Measures won4–1HAPI wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · IWF $15,441

Lowest cost0.18%QQQ · $18 on $10k

Most income0.80%HAPI · $80 on $10k

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

Held in common44.0%HAPI and IWF

HAPI

IWF

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503MiShares Russell 1000 Growth ETF · $113B

+21.7%3 years · per year$18,006 · $17,022+19.4%

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

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

0.80%12-mo yield$80 · $39 on $10k0.39%

−8.1%Worst dropSmaller wins−14.6%

12.7%VolatilityLower wins19.4%

4–1HAPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAPI · IWF

6.2%AAPL9.0%

6.2%MSFT6.6%

4.6%NVDA14.1%

4.3%GOOGL5.5%

Held in common44.0%

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

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	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
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−0.2%	+8.0%	+9.9%	+21.7%	new	−8.1%	$503M

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

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	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
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−0.2%	+8.0%	+9.9%	+21.7%	new	−8.1%	$503M

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

HAPI vs IWF

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureHAPIIWF

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield0.80%0.39%

5 years, per year[…]+9.1%

3 years, per year+21.7%+19.4%

Worst drop · 1Y−8.1%−14.6%

Volatility · 1Y12.7%19.4%

4–1measures won
HAPI first

44.0%

holdings shared

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

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

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

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026

Overlap: QQQ, HAPI, IWF

Today

57.7%most shared, QQQ and IWF

QQQHAPIIWF

QQQ—41.9%57.7%

HAPI41.9%—44.0%

IWF57.7%44.0%—

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

Income After Fees on $10,000

$45most kept, HAPI

HAPI$80 − $35 = $45

QQQ$47 − $18 = $29

IWF$39 − $18 = $21

KeptFee

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