Compare · 3 funds side by side · dividends reinvested

HAPI, VTV and SCHD

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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 incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

HAPI, VTV and SCHD, 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%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.8

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%$497M2.7

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 · VTV 2004 · SCHD 2011

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

SCHD

Schwab U.S. Dividend Equity ETF · $123B$17,257

$10,000 three years ago, dividends reinvested · they hold 9.5% in common

HAPI

More Ways to See the Pairs

HAPI vs SCHD: Top 5 Holdings

Today

HAPI

26.8%in top 5

SCHD

in top 521.7%

HAPIStockSCHD

6.2%AAPLnot top 5

6.0%AMZNnot top 5

5.8%MSFTnot top 5

not top 5TXN4.7%

4.4%METAnot top 5

Cost, Income and Risk

Fees: HAPI, VTV, SCHD

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

HAPI0.35%$35

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

Yields: HAPI, VTV, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SCHD

+10.6%Year to dateJan 1 → Nov 12+34.2%

+11.5%1 yearTotal return+36.8%

+21.2%3 years · per year$10,000 became $17,822 · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.78%Trailing 12-mo yield$78 · $293 a year on $10k2.93%

−8.1%Worst dropSmaller is better−6.9%

12.9%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

not top 5PG4.4%

4.3%GOOGLnot top 5

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common9.5%

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

HAPI vs SCHD Returns, Every Period

1Y

HarborHAPI

+11.5%

past year

SCHDSchwab

+36.8%

past year

HAPISCHDFaded: behind in that period

1–2SCHD wins

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

Stocks vs Income: HAPI vs SCHD

YTD

HarborHAPI

+10.6%

SCHDSchwab

+34.2%

+10.6%Year to date+34.2%

−8.1%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.7%

0.8%Yield2.9%

$497MAssets$123B

4–0SCHD wins

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

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VTV1.82%$182

HAPI0.78%$78

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$182 − $3 = $179

HAPI$78 − $35 = $43

KeptFee

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

Overlap: HAPI, VTV, SCHD

Today

35.5%most shared, HAPI and VTV

HAPIVTVSCHD

HAPI—35.5%9.5%

VTV35.5%—17.9%

SCHD9.5%17.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.7% vol

HAPIWorst drop−8.1%12.9% vol

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

Paid More vs Made More

YTD

SCHDVTV

+34.2%Year to date+21.7%

2.9%Yield1.8%

+36.8%Past year+24.0%

0.06%Fee0.03%

3–1SCHD 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

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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HAPI, VTV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three