HAPI vs VTV

AHAPI

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · VTV $17,865

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common35.5%HAPI and VTV

HAPI

VTV

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $483MVanguard Morningstar Value ETF · $184B

+21.9%3 years · per year$18,105 · $17,700+21.0%

[…]5 years · per year[…] · $17,865+12.3%

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

0.78%12-mo yield$78 · $183 on $10k1.83%

−8.1%Worst dropSmaller wins−6.4%

12.9%VolatilityLower wins10.8%

1–4VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAPI · VTV

3.1%JPM3.3%

1.6%JNJ2.4%

2.2%CVX1.5%

2.7%CSCO1.4%

Held in common35.5%

End-of-day Nov 9, 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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.4%	+10.6%	+13.6%	+21.9%	new	−8.1%	$483M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.4%	+10.6%	+13.6%	+21.9%	new	−8.1%	$483M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HAPI vs VTV

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

VTV

Vanguard Morningstar Value

$17,865

MeasureHAPIVTV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.78%1.83%

5 years, per year[…]+12.3%

3 years, per year+21.9%+21.0%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y12.9%10.8%

4–1measures won
VTV first

35.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: QQQ, HAPI, VTV

Today

41.8%most shared, QQQ and HAPI

QQQHAPIVTV

QQQ—41.8%17.7%

HAPI41.8%—35.5%

VTV17.7%35.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

HAPI$78 − $35 = $43

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee