HAPS vs FSEV5YHAPSHAPSAvsBFSEVFSEVHarbor Human Capital Factor US Small Cap ETF · $170MFidelity Enhanced Small Cap Value ETF · $8MReturns · dividends in+17.1%3 years · per year$16,057 · […][…][…]5 years · per year[…]Cost and income0.61%Expense ratio$61 · $28 on $10k · lower wins0.28%0.48%12-mo yield$48 · $63 on $10k0.63%Risk · 1 year
$10,000 in HAPS, FSEV, IWF5Y$10k startIWF $15.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: HAPS, FSEV, IWFToday14.1%most shared, HAPS and FSEVHAPSFSEVIWFHAPS—14.1%0.0%FSEV14.1%—0.0%IWF0.0%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
HAPS vs FSEV5YAHAPSHarbor Human Capital Factor US Small Cap[…]vsFSEVBFidelity Enhanced Small Cap Value[…]MeasureHAPSFSEVFee0.61%0.28%Cost on $10k a year$61$28Yield0.48%0.63%5 years, per year[…][…]3 years, per year+17.1%[…]Worst drop · 1Y−10.0%[…]Volatility · 1Y16.3%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8B2AHAPSHarbor Human Capital Factor US Small Cap ETFReadDesk0.61%0.48%+0.2%+18.6%+20.4%+17.1%new−10.0%$170M3BFSEVFidelity Enhanced Small Cap Value ETFReadDesk0.28%0.63%0.0%newnewnewnew[…]$8MEnd-of-day Nov 13, 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▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8B2AHAPSHarbor Human Capital Factor US Small Cap ETFReadDesk0.61%0.48%+0.2%+18.6%+20.4%+17.1%new−10.0%$170M3BFSEVFidelity Enhanced Small Cap Value ETFReadDesk0.28%0.63%0.0%newnewnewnew[…]$8MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$221BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: HAPS, FSEV, IWFToday14.1%most shared, HAPS and FSEVHAPSFSEVIWFHAPS—14.1%0.0%FSEV14.1%—0.0%IWF0.0%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$35most kept, FSEVFSEV$63 − $28 = $35IWF$38 − $18 = $20HAPS$48 − $61 = −$13KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee