HAPS vs VIG

AHAPS

BVIG

Measures won0–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.2%HAPS and VIG

HAPS

VIG

Harbor Human Capital Factor US Small Cap ETF · $169MVanguard Dividend Appreciation ETF · $109B

+18.1%3 years · per year$16,483 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.61%Expense ratio$61 · $4 on $10k · lower wins0.04%

0.48%12-mo yield$48 · $150 on $10k1.50%

−10.0%Worst dropSmaller wins−7.9%

16.1%VolatilityLower wins10.8%

0–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAPS · VIG

1.6%AVT0.0%

1.4%GATX0.0%

1.1%CNO0.0%

0.8%IBOC0.0%

Held in common0.2%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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%	$169M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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%	$169M

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 VIG

HAPS

Harbor Human Capital Factor US Small Cap

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureHAPSVIG

Fee0.61%0.04%

Cost on $10k a year$61$4

Yield0.48%1.50%

5 years, per year[…]+10.2%

3 years, per year+18.1%+18.6%

Worst drop · 1Y−10.0%−7.9%

Volatility · 1Y16.1%10.8%

5–0measures won
VIG first

0.2%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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, VIG

Today

0.2%most shared, HAPS and VIG

HAPSVIG

HAPS—0.2%

VIG0.2%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

HAPS$48 − $61 = −$13

KeptFee

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