HAPI vs IJH

AHAPI

BIJH

Measures won3–2HAPI wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IJH $13,830

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.2%HAPI and IJH

HAPI

IJH

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $503MiShares Core S&P Mid-Cap ETF · $125B

+22.1%3 years · per year$18,219 · $15,806+16.5%

[…]5 years · per year[…] · $13,830+6.7%

0.35%Expense ratio$35 · $5 on $10k · lower wins0.05%

0.80%12-mo yield$80 · $126 on $10k1.26%

−8.1%Worst dropSmaller wins−8.8%

12.8%VolatilityLower wins15.5%

3–2HAPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAPI · IJH

0.1%PINS0.3%

0.0%CTVA0.2%

0.0%RYAN0.1%

Held in common0.2%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−3.7%	+8.2%	+10.5%	+22.1%	new	−8.1%	$503M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−3.7%	+8.2%	+10.5%	+22.1%	new	−8.1%	$503M

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

HAPI vs IJH

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureHAPIIJH

Fee0.35%0.05%

Cost on $10k a year$35$5

Yield0.80%1.26%

5 years, per year[…]+6.7%

3 years, per year+22.1%+16.5%

Worst drop · 1Y−8.1%−8.8%

Volatility · 1Y12.8%15.5%

3–2measures won
HAPI first

0.2%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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: HAPI, IJH, VTV

Today

35.3%most shared, HAPI and VTV

HAPIIJHVTV

HAPI—0.2%35.3%

IJH0.2%—0.2%

VTV35.3%0.2%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IJH$126 − $5 = $121

HAPI$80 − $35 = $45

KeptFee

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