HAPS vs VB

AHAPS

BVB

Measures won1–4VB wins · of 6 · 5Y

$10,000 · 5Y$13,413VB

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common4.3%HAPS and VB

HAPS

Harbor Human Capital Factor US Small Cap ETF · $176MVanguard Morningstar Small-Cap ETF · $76.9B

+18.1%3 years · per year$16,483 · $16,654+18.5%

[…]5 years · per year[…] · $13,413+6.0%

0.61%Expense ratio$61 · $3 on $10k · lower wins0.03%

0.48%12-mo yield$48 · $128 on $10k1.28%

−10.0%Worst dropSmaller wins−9.0%

16.1%VolatilityLower wins16.2%

1–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAPS · VB

2.1%TWST0.2%

1.0%FROG0.1%

1.6%AVT0.1%

2.3%KYMR0.1%

Held in common4.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	AHAPS	Harbor Human Capital Factor US Small Cap ETFRead Desk		0.61%	0.48%	−0.3%	+17.0%	+20.7%	+18.1%	new	−10.0%	$176M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	AHAPS	Harbor Human Capital Factor US Small Cap ETFRead Desk		0.61%	0.48%	−0.3%	+17.0%	+20.7%	+18.1%	new	−10.0%	$176M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HAPS vs VB

HAPS

Harbor Human Capital Factor US Small Cap

[…]

Vanguard Morningstar Small-Cap

$13,413

MeasureHAPSVB

Fee0.61%0.03%

Cost on $10k a year$61$3

Yield0.48%1.28%

5 years, per year[…]+6.0%

3 years, per year+18.1%+18.5%

Worst drop · 1Y−10.0%−9.0%

Volatility · 1Y16.1%16.2%

4–1measures won
VB first

4.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: HAPS, VB

Today

4.3%most shared, HAPS and VB

HAPSVB

HAPS—4.3%

VB4.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

HAPS$48 − $61 = −$13

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee