VIG vs HAPI

AVIG

BHAPI

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · VUG $16,124

Lowest cost0.03%VO · $3 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · 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) · $484M

+18.6%3 years · per year$16,669 · $18,006+21.7%

+10.2%5 years · per year$16,243 · […][…]

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

1.50%12-mo yield$150 · $80 on $10k0.80%

−7.9%Worst dropSmaller wins−8.1%

10.8%VolatilityLower wins12.7%

4–1VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · HAPI

4.9%MSFT6.2%

4.9%AAPL6.2%

3.9%JPM3.1%

4.1%LLY2.9%

Held in common40.3%

End-of-day Nov 6, 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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−0.2%	+8.0%	+9.9%	+21.7%	new	−8.1%	$484M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−0.2%	+8.0%	+9.9%	+21.7%	new	−8.1%	$484M

End-of-day Nov 6, 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

$16,243

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureVIGHAPI

Fee0.04%0.35%

Cost on $10k a year$4$35

Yield1.50%0.80%

5 years, per year+10.2%[…]

3 years, per year+18.6%+21.7%

Worst drop · 1Y−7.9%−8.1%

Volatility · 1Y10.8%12.7%

4–1measures won
VIG first

40.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: VIG, HAPI, VO, VUG

Today

43.6%most shared, HAPI and VUG

VIGHAPIVOVUG

VIG—40.3%13.5%26.4%

HAPI40.3%—13.5%43.6%

VO13.5%13.5%—10.2%

VUG26.4%43.6%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

VO$139 − $3 = $136

HAPI$80 − $35 = $45

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee