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$17,803VTV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 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%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.8

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.79%+10.1%+13.1%+21.3%[…]−8.1%12.9%$483M2.7

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

End-of-day Nov 10, 2026 · returns include dividends · since: HAPI 2022 · VTV 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Value ETF · $184B$17,803

VTV

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

VTVMeasure

More Ways to See the Pairs

VTV vs SCHD: Top 5 Holdings

Today

VTV

15.8%in top 5

SCHD

in top 521.4%

VTVStockSCHD

4.6%MUnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

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 10, 2026 · fee on $10,000 a year

Yields: HAPI, VTV, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SCHD

+21.0%Year to dateJan 1 → Nov 10+33.8%

+24.8%1 yearTotal return+38.8%

+20.7%3 years · per year$10,000 became $17,572 · $17,062+19.5%

+12.2%5 years · per year$10,000 became $17,803 · $16,428+10.4%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.83%Trailing 12-mo yield$183 · $294 a year on $10k2.94%

−6.4%Worst dropSmaller is better−6.9%

10.8%VolatilityLower is calmer11.8%

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

5–3VTV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

Held in common17.9%

End-of-day Nov 10, 2026 · share of each fund

VTV vs SCHD Returns, Every Period

5Y

VanguardVTV

+12.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VTVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VTV vs SCHD

YTD

VanguardVTV

+21.0%

SCHDSchwab

+33.8%

+21.0%Year to date+33.8%

−6.4%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.8%

1.8%Yield2.9%

$184BAssets$122B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

VTV1.83%$183

HAPI0.79%$79

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VTV$183 − $3 = $180

HAPI$79 − $35 = $44

KeptFee

End-of-day Nov 10, 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 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

HAPIWorst drop−8.1%12.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+33.8%Year to date+21.0%

2.9%Yield1.8%

+38.8%Past year+24.8%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 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