HAPS vs VTV5YHAPSHAPSAvsBVTVVTVHarbor Human Capital Factor US Small Cap ETF · $190MVanguard Morningstar Value ETF · $184BReturns · dividends in+16.6%3 years · per year$15,842 · $17,795+21.2%[…]5 years · per year[…] · $17,885+12.3%Cost and income0.61%Expense ratio$61 · $3 on $10k · lower wins0.03%0.48%12-mo yield$48 · $182 on $10k1.82%Risk · 1 year−10.0%End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2AHAPSHarbor Human Capital Factor US Small Cap ETFReadDesk0.61%0.48%−1.7%+18.3%+20.0%+16.6%new−10.0%$190MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2AHAPSHarbor Human Capital Factor US Small Cap ETFReadDesk0.61%0.48%−1.7%+18.3%+20.0%+16.6%new−10.0%$190MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in HAPS, VTV5Y$10k startVTV $17.9kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: HAPS, VTVToday0.0%most shared, HAPS and VTVHAPSVTVHAPS—0.0%VTV0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
HAPS vs VTV5YAHAPSHarbor Human Capital Factor US Small Cap[…]vsVTVBVanguard Morningstar Value$17,885MeasureHAPSVTVFee0.61%0.03%Cost on $10k a year$61$3Yield0.48%1.82%5 years, per year[…]+12.3%3 years, per year+16.6%+21.2%Worst drop · 1Y−10.0%−6.4%Volatility · 1Y16.3%
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: HAPS, VTVToday0.0%most shared, HAPS and VTVHAPSVTVHAPS—0.0%VTV0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179HAPS$48 − $61 = −$13KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee