AFSC vs HAPS

AAFSC

BHAPS

Measures won0–4HAPS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.48%HAPS · $48 on $10k

Smallest drop−10.0%HAPS · worst fall in 1Y

Held in common4.4%AFSC and HAPS

AFSC

HAPS

abrdn Focused U.S. Small Cap Active ETF · $11MHarbor Human Capital Factor US Small Cap ETF · $176M

[…]3 years · per year[…] · $16,580+18.4%

[…]5 years · per year[…]

1.09%Expense ratio$109 · $61 on $10k · lower wins0.61%

0.07%12-mo yield$7 · $48 on $10k0.48%

−11.4%Worst dropSmaller wins−10.0%

19.0%VolatilityLower wins16.1%

0–4HAPS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSC · HAPS

2.8%MGY1.8%

1.5%FROG1.1%

1.9%ARCB0.6%

2.4%BANR0.5%

Held in common4.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.07%	−4.7%	+16.6%	+21.8%	new	new	−11.4%	$11M
3	BHAPS	Harbor Human Capital Factor US Small Cap ETFRead Desk	0.61%	0.48%	−4.2%	+17.4%	+21.6%	+18.4%	new	−10.0%	$176M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.07%	−4.7%	+16.6%	+21.8%	new	new	−11.4%	$11M
3	BHAPS	Harbor Human Capital Factor US Small Cap ETFRead Desk	0.61%	0.48%	−4.2%	+17.4%	+21.6%	+18.4%	new	−10.0%	$176M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFSC vs HAPS

AFSC

abrdn Focused U.S. Small Cap Active

[…]

HAPS

Harbor Human Capital Factor US Small Cap

[…]

MeasureAFSCHAPS

Fee1.09%0.61%

Cost on $10k a year$109$61

Yield0.07%0.48%

5 years, per year[…][…]

3 years, per year[…]+18.4%

Worst drop · 1Y−11.4%−10.0%

Volatility · 1Y19.0%16.1%

4–0measures won
HAPS first

4.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AFSC, HAPS, VUG

Today

4.4%most shared, AFSC and HAPS

AFSCHAPSVUG

AFSC—4.4%0.0%

HAPS4.4%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

HAPS$48 − $61 = −$13

AFSC$7 − $109 = −$102

KeptFee

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