Compare · 4 funds side by side · dividends reinvested

HAPI, VIG, VTV and SCHD

HAPIHarbor×VIGVanguard×VTVVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,352VTV · best of the four

02 / 04

HAPI, VIG, VTV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.8

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.77%+12.3%+13.6%+23.9%[…]−8.1%12.2%$503M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HAPI 2022 · VIG 2006 · VTV 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503M[…]

HAPI

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

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

HAPIMeasureVIG

+12.3%Year to dateJan 1 → Nov 4+16.4%

+13.6%1 yearTotal return+18.9%

+23.9%3 years · per year$10,000 became $19,002 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

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

0.77%Trailing 12-mo yield$77 · $144 a year on $10k1.44%

−8.1%Worst dropSmaller is better−7.9%

12.2%VolatilityLower is calmer10.2%

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

1–6VIG wins

End-of-day Nov 4, 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

27.0%in top 5

VIG

in top 522.1%

HAPIStockVIG

5.9%MSFT4.9%

5.9%AAPL4.9%

5.7%AMZNnot top 5

5.1%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 4, 2026 · share of each fund

HAPI vs VIG Returns, Every Period

HarborHAPI

+13.6%

past year

VIGVanguard

+18.9%

past year

HAPIVIGFaded: behind in that period

1–2VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAPI vs SCHD

YTD

HarborHAPI

+12.3%

SCHDSchwab

+35.3%

+12.3%Year to date+35.3%

−8.1%Worst drop · 1Y−6.9%

12.2%Volatility · 1Y11.5%

0.8%Yield2.9%

$503MAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, VIG, VTV, SCHD

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

SCHD0.06%$6

HAPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HAPI, VIG, VTV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VTV1.80%$180

VIG1.44%$144

HAPI0.77%$77

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VTV$180 − $3 = $177

VIG$144 − $4 = $140

HAPI$77 − $35 = $42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HAPI, VIG, VTV, SCHD

Today

51.5%most shared, VIG and VTV

HAPIVIGVTVSCHD

HAPI—40.3%35.3%9.6%

VIG40.3%—51.5%14.5%

VTV35.3%51.5%—17.9%

SCHD9.6%14.5%17.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

VTVWorst drop−6.4%10.2% vol

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

HAPIWorst drop−8.1%12.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+35.3%Year to date+22.8%

2.9%Yield1.8%

+41.6%Past year+27.5%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026