Compare · 4 funds side by side · dividends reinvested

VIG, HAPI, VTV and SCHD

VIGVanguard×HAPIHarbor×VTVVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

VIG, HAPI, VTV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.9

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.2%+10.5%+22.1%[…]−8.1%12.8%$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 5, 2026 · returns include dividends · since: VIG 2006 · HAPI 2022 · VTV 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,626

VTV

HAPI

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

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

VTVMeasureHAPI

+19.0%Year to dateJan 1 → Nov 5+8.2%

+24.0%1 yearTotal return+10.5%

+21.3%3 years · per year$10,000 became $17,832 · $18,219+22.1%

+12.0%5 years · per year$10,000 became $17,626 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.86%Trailing 12-mo yield$186 · $80 a year on $10k0.80%

−6.4%Worst dropSmaller is better−8.1%

10.7%VolatilityLower is calmer12.8%

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

6–1VTV wins

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

More Ways to See the Pairs

VTV vs HAPI: Top 5 Holdings

Today

VTV

15.8%in top 5

HAPI

in top 527.4%

VTVStockHAPI

not top 5MSFT6.2%

not top 5AAPL6.1%

not top 5AMZN5.9%

not top 5NVDA4.9%

4.6%MUnot top 5

not top 5META4.4%

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

Held in common35.3%

End-of-day Nov 5, 2026 · share of each fund

VTV vs HAPI Returns, Every Period

VanguardVTV

+24.0%

past year

HAPIHarbor

+10.5%

past year

VTVHAPIFaded: behind in that period

2–1VTV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VTV vs SCHD

YTD

VanguardVTV

+19.0%

SCHDSchwab

+32.3%

+19.0%Year to date+32.3%

−6.4%Worst drop · 1Y−6.9%

10.7%Volatility · 1Y11.7%

1.9%Yield3.0%

$184BAssets$120B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, HAPI, 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 5, 2026 · fee on $10,000 a year

Yields: VIG, HAPI, VTV, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VTV1.86%$186

VIG1.49%$149

HAPI0.80%$80

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VTV$186 − $3 = $183

VIG$149 − $4 = $145

HAPI$80 − $35 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VIG, HAPI, VTV, SCHD

Today

51.5%most shared, VIG and VTV

VIGHAPIVTVSCHD

VIG—40.3%51.5%14.5%

HAPI40.3%—35.3%9.5%

VTV51.5%35.3%—17.9%

SCHD14.5%9.5%17.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

HAPIWorst drop−8.1%12.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+32.3%Year to date+19.0%

3.0%Yield1.9%

+38.7%Past year+24.0%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026