AFSC vs HAPS5YAFSCAFSCAvsBHAPSHAPSabrdn Focused U.S. Small Cap Active ETF · $9MHarbor Human Capital Factor US Small Cap ETF · $168MReturns · dividends in[…]3 years · per year[…] · $15,916+16.8%[…]5 years · per year[…]Cost and income1.09%Expense ratio$109 · $61 on $10k · lower wins0.61%0.06%12-mo yield$6 · $47 on $10k0.47%Risk · 1 year
$10,000 in AFSC, HAPS, VTV5Y$10k startVTV $17.8kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: AFSC, HAPS, VTVToday4.7%most shared, AFSC and HAPSAFSCHAPSVTVAFSC—4.7%0.0%HAPS4.7%—0.0%VTV0.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
AFSC vs HAPS5YAAFSCabrdn Focused U.S. Small Cap Active[…]vsHAPSBHarbor Human Capital Factor US Small Cap[…]MeasureAFSCHAPSFee1.09%0.61%Cost on $10k a year$109$61Yield0.06%0.47%5 years, per year[…][…]3 years, per year[…]+16.8%Worst drop · 1Y−11.4%−10.0%Volatility · 1Y19.0%16.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.83%+0.1%+21.0%+24.8%+20.7%+12.2%−6.4%$184.2B2AAFSCabrdn Focused U.S. Small Cap Active ETFReadDesk1.09%0.06%−0.1%+19.5%+22.6%newnew−11.4%$9M3BHAPSHarbor Human Capital Factor US Small Cap ETFReadDesk0.61%0.47%−0.2%+19.8%+23.6%+16.8%new−10.0%$168MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.83%+0.1%+21.0%+24.8%+20.7%+12.2%−6.4%$184.2B2AAFSCabrdn Focused U.S. Small Cap Active ETFReadDesk1.09%0.06%−0.1%+19.5%+22.6%newnew−11.4%$9M3BHAPSHarbor Human Capital Factor US Small Cap ETFReadDesk0.61%0.47%−0.2%+19.8%+23.6%+16.8%new−10.0%$168MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.0%vsBSSCHVSchwab+18.8%Jan 1Nov 10+21.0%+18.8%+21.0%Year to date+18.8%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: AFSC, HAPS, VTVToday4.7%most shared, AFSC and HAPSAFSCHAPSVTVAFSC—4.7%0.0%HAPS4.7%—0.0%VTV0.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$180most kept, VTVVTV$183 − $3 = $180HAPS$47 − $61 = −$14AFSC$6 − $109 = −$103KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee