VIG vs HAPI

AVIG

BHAPI

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · VIG $17,005

Lowest cost0.03%VTV · $3 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common40.3%VIG and HAPI

VIG

HAPI

Vanguard Dividend Appreciation ETF · $109BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $503M

+20.6%3 years · per year$17,533 · $19,002+23.9%

+11.2%5 years · per year$17,005 · […][…]

0.04%Expense ratio$4 · $35 on $10k · lower wins0.35%

1.44%12-mo yield$144 · $77 on $10k0.77%

−7.9%Worst dropSmaller wins−8.1%

10.2%VolatilityLower wins12.2%

4–1VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · HAPI

4.9%MSFT5.9%

4.9%AAPL5.9%

3.9%JPM3.1%

4.1%LLY2.9%

Held in common40.3%

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 Four

5Y4 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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
4	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 Four

5Y4 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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
4	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

VIG vs HAPI

VIG

Vanguard Dividend Appreciation

$17,005

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureVIGHAPI

Fee0.04%0.35%

Cost on $10k a year$4$35

Yield1.44%0.77%

5 years, per year+11.2%[…]

3 years, per year+20.6%+23.9%

Worst drop · 1Y−7.9%−8.1%

Volatility · 1Y10.2%12.2%

4–1measures won
VIG first

40.3%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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: VIG, HAPI, SCHD, VTV

Today

51.5%most shared, VIG and VTV

VIGHAPISCHDVTV

VIG—40.3%14.5%51.5%

HAPI40.3%—9.6%35.3%

SCHD14.5%9.6%—17.9%

VTV51.5%35.3%17.9%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VTV$180 − $3 = $177

VIG$144 − $4 = $140

HAPI$77 − $35 = $42

KeptFee

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