Compare · 4 funds side by side · dividends reinvested

VIG, HAPI, SCHD and IJH

VIGVanguard×HAPIHarbor×SCHDSchwab×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

VIG, HAPI, SCHD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B3.3

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%$484M3.3

Rank among the four1st → 4thFee, 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: VIG 2006 · HAPI 2022 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $484M[…]

HAPI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five 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 SCHD

YTD

HarborHAPI

+8.0%

SCHDSchwab

+31.4%

+8.0%Year to date+31.4%

−8.1%Worst drop · 1Y−6.9%

12.7%Volatility · 1Y11.7%

0.8%Yield3.0%

$484MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: VIG, HAPI, SCHD, IJH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJH0.05%$5

SCHD0.06%$6

HAPI0.35%$35

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

Yields: VIG, HAPI, SCHD, IJH

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

IJH1.25%$125

HAPI0.80%$80

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

IJH$125 − $5 = $120

HAPI$80 − $35 = $45

KeptFee

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

Overlap: VIG, HAPI, SCHD, IJH

Today

40.3%most shared, VIG and HAPI

VIGHAPISCHDIJH

VIG—40.3%14.5%2.9%

HAPI40.3%—9.7%0.2%

SCHD14.5%9.7%—3.5%

IJH2.9%0.2%3.5%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

HAPIWorst drop−8.1%12.7% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

SCHDVIG

+31.4%Year to date+12.1%

3.0%Yield1.5%

+37.0%Past year+14.3%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026