Compare · 2 funds side by side · dividends reinvested

HAPI and VTV

HAPIHarbor×VTVVanguard×

Versus in desk

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

02 / 04

HAPI and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+25.0%+22.7%+12.3%−6.4%10.1%$184B1.1

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.79%+10.1%+11.0%+23.6%[…]−8.1%12.1%$491M1.9

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $491M[…]

HAPI

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 35.3% in common

HAPIMeasureVTV

+10.1%Year to dateJan 1 → Nov 4+21.0%

+11.0%1 yearTotal return+25.0%

+23.6%3 years · per year$10,000 became $18,900 · $18,466+22.7%

[…]5 years · per year$10,000 became […] · $17,842+12.3%

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

0.79%Trailing 12-mo yield$79 · $183 a year on $10k1.83%

−8.1%Worst dropSmaller is better−6.4%

12.1%VolatilityLower is calmer10.1%

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

1–6VTV 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 VTV: Top 5 Holdings

Today

HAPI

27.0%in top 5

VTV

in top 515.8%

HAPIStockVTV

5.9%MSFTnot top 5

5.9%AAPLnot top 5

5.7%AMZNnot top 5

5.1%NVDAnot top 5

not top 5MU4.6%

4.4%METAnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common35.3%

End-of-day Nov 4, 2026 · share of each fund

HAPI vs VTV Returns, Every Period

HarborHAPI

+11.0%

past year

VTVVanguard

+25.0%

past year

HAPIVTVFaded: behind in that period

1–2VTV wins

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

HAPI vs VTV

YTD

HarborHAPI

+10.1%

VTVVanguard

+21.0%

+10.1%Year to date+21.0%

−8.1%Worst drop · 1Y−6.4%

12.1%Volatility · 1Y10.1%

0.8%Yield1.8%

$491MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: HAPI, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

HAPI0.35%$35

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

Yields: HAPI, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

HAPI0.79%$79

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

HAPI$79 − $35 = $44

KeptFee

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

Overlap: HAPI, VTV

Today

35.3%most shared, HAPI and VTV

HAPIVTV

HAPI—35.3%

VTV35.3%—

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

Return vs Bumpiness: 2 ETFs

+25.0%VTV, at 10.1% volatility

VTVWorst drop−6.4%10.1% vol

HAPIWorst drop−8.1%12.1% vol

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

Paid More vs Made More

YTD

VTVHAPI

+21.0%Year to date+10.1%

1.8%Yield0.8%

+25.0%Past year+11.0%

0.03%Fee0.35%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026