Compare · 2 funds side by side · dividends reinvested

HAPI and VIG

HAPIHarbor×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

HAPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.1

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.0%+9.9%+21.7%[…]−8.1%12.7%$503M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: HAPI 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503M$18,006

HAPI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,669

$10,000 three years ago, dividends reinvested · they hold 40.3% in common

HAPIMeasureVIG

+8.0%Year to dateJan 1 → Nov 6+12.1%

+9.9%1 yearTotal return+14.3%

+21.7%3 years · per year$10,000 became $18,006 · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

0.80%Trailing 12-mo yield$80 · $150 a year on $10k1.50%

−8.1%Worst dropSmaller is better−7.9%

12.7%VolatilityLower is calmer10.8%

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

1–6VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HAPI vs VIG: Top 5 Holdings

Today

HAPI

27.4%in top 5

VIG

in top 522.1%

HAPIStockVIG

6.2%AAPL4.9%

6.2%MSFT4.9%

6.0%AMZNnot top 5

4.6%NVDAnot top 5

4.4%METAnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common40.3%

End-of-day Nov 6, 2026 · share of each fund

HAPI vs VIG Returns, Every Period

HarborHAPI

+9.9%

past year

VIGVanguard

+14.3%

past year

HAPIVIGFaded: behind in that period

1–2VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAPI vs VIG

YTD

HarborHAPI

+8.0%

VIGVanguard

+12.1%

+8.0%Year to date+12.1%

−8.1%Worst drop · 1Y−7.9%

12.7%Volatility · 1Y10.8%

0.8%Yield1.5%

$503MAssets$109B

4–0VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HAPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HAPI, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

HAPI0.80%$80

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

HAPI$80 − $35 = $45

KeptFee

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

Overlap: HAPI, VIG

Today

40.3%most shared, HAPI and VIG

HAPIVIG

HAPI—40.3%

VIG40.3%—

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

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

HAPIWorst drop−8.1%12.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VIGHAPI

+12.1%Year to date+8.0%

1.5%Yield0.8%

+14.3%Past year+9.9%

0.04%Fee0.35%

4–0VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026