Compare · 3 funds side by side · dividends reinvested

HAPI, SCHB and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the three · RiskSmallest drop

HAPI, SCHB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.3

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.9%+12.0%+21.4%+10.6%−8.9%14.0%$44.1B2.0

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.6%+11.5%+21.2%[…]−8.1%12.9%$497M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: HAPI 2022 · SCHB 2009 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $497M$17,822

HAPI

SCHB

Schwab U.S. Broad Market ETF · $44.1B$17,887

$10,000 three years ago, dividends reinvested · they hold 46.2% in common

HAPI

More Ways to See the Pairs

HAPI vs SCHB: Top 5 Holdings

Today

HAPI

26.8%in top 5

SCHB

in top 523.9%

HAPIStockSCHB

6.2%AAPL7.0%

6.0%AMZN3.5%

5.8%MSFT5.3%

not top 5NVDA5.7%

4.4%META

Cost, Income and Risk

Fees: HAPI, SCHB, VTV

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VTV0.03%$3

HAPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: HAPI, SCHB, VTV

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

SCHB

+10.6%Year to dateJan 1 → Nov 12+11.9%

+11.5%1 yearTotal return+12.0%

+21.2%3 years · per year$10,000 became $17,822 · $17,887+21.4%

[…]5 years · per year$10,000 became […] · $16,545+10.6%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.78%Trailing 12-mo yield$78 · $106 a year on $10k1.06%

−8.1%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer14.0%

HAPISCHB Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5SCHB wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.3%GOOGL2.3%

Held in common46.2%

End-of-day Nov 12, 2026 · share of each fund

HAPI vs SCHB Returns, Every Period

1Y

HarborHAPI

+11.5%

past year

SCHBSchwab

+12.0%

past year

HAPISCHBFaded: behind in that period

0–3SCHB wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

HAPI vs VTV

YTD

HarborHAPI

+10.6%

VTVVanguard

+21.7%

+10.6%Year to date+21.7%

−8.1%Worst drop · 1Y−6.4%

12.9%Volatility · 1Y10.8%

0.8%Yield1.8%

$497MAssets$184B

4–0VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

SCHB1.06%$106

HAPI0.78%$78

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

SCHB$106 − $3 = $103

HAPI$78 − $35 = $43

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: HAPI, SCHB, VTV

Today

46.2%most shared, HAPI and SCHB

HAPISCHBVTV

HAPI—46.2%35.5%

SCHB46.2%—39.3%

VTV35.5%39.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.0%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

HAPIWorst drop−8.1%12.9% vol

SCHBWorst drop−8.9%14.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSCHB

+21.7%Year to date+11.9%

1.8%Yield1.1%

+24.0%Past year+12.0%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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HAPI, SCHB and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three