HAPI vs VTV

AHAPI

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,892VTV

Lowest cost0.03%VTV · $3 on $10k

Most income12.20%JEPQ · $1,220 on $10k

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

Held in common35.5%HAPI and VTV

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $497MVanguard Morningstar Value ETF · $184B

+21.6%3 years · per year$17,959 · $17,809+21.2%

[…]5 years · per year[…] · $17,892+12.3%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

0.78%12-mo yield$78 · $181 on $10k

Cards for this view

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

VTV

Vanguard Morningstar Value

$17,892

MeasureHAPIVTV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.78%1.81%

5 years, per year[…]+12.3%

3 years, per year+21.6%+21.2%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y12.9%

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1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+0.8%	+11.1%	+12.3%	+21.6%	new	−8.1%	$497M

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1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+0.8%	+11.1%	+12.3%	+21.6%	new	−8.1%	$497M

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