IJH vs HAPI

AIJH

BHAPI

Measures won2–3HAPI wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IJH $14,620

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common0.2%IJH and HAPI

IJH

HAPI

iShares Core S&P Mid-Cap ETF · $125BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $503M

+18.4%3 years · per year$16,594 · $19,002+23.9%

+7.9%5 years · per year$14,620 · […][…]

0.05%Expense ratio$5 · $35 on $10k · lower wins0.35%

1.21%12-mo yield$121 · $77 on $10k0.77%

−8.8%Worst dropSmaller wins−8.1%

15.0%VolatilityLower wins12.2%

2–3HAPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJH · HAPI

0.3%PINS0.1%

0.2%CTVA0.0%

0.1%RYAN0.0%

Held in common0.2%

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.77%	+2.0%	+12.3%	+13.6%	+23.9%	new	−8.1%	$503M

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.77%	+2.0%	+12.3%	+13.6%	+23.9%	new	−8.1%	$503M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJH vs HAPI

IJH

iShares Core S&P Mid-Cap

$14,620

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureIJHHAPI

Fee0.05%0.35%

Cost on $10k a year$5$35

Yield1.21%0.77%

5 years, per year+7.9%[…]

3 years, per year+18.4%+23.9%

Worst drop · 1Y−8.8%−8.1%

Volatility · 1Y15.0%12.2%

3–2measures won
HAPI first

0.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IJH, HAPI, VTV

Today

35.3%most shared, HAPI and VTV

IJHHAPIVTV

IJH—0.2%0.2%

HAPI0.2%—35.3%

VTV0.2%35.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IJH$121 − $5 = $116

HAPI$77 − $35 = $42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee