VIG vs HAPI

AVIG

BHAPI

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VIG $16,638

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 common40.4%VIG and HAPI

VIG

HAPI

Vanguard Dividend Appreciation ETF · $109BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $483M

+18.8%3 years · per year$16,775 · $18,105+21.9%

+10.7%5 years · per year$16,638 · […][…]

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

1.46%12-mo yield$146 · $78 on $10k0.78%

−7.9%Worst dropSmaller wins−8.1%

11.0%VolatilityLower wins12.9%

4–1VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · HAPI

4.9%MSFT6.1%

4.9%AAPL6.2%

3.9%JPM3.1%

4.1%LLY2.9%

Held in common40.4%

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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BHAPI	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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BHAPI	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

VIG vs HAPI

VIG

Vanguard Dividend Appreciation

$16,638

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureVIGHAPI

Fee0.04%0.35%

Cost on $10k a year$4$35

Yield1.46%0.78%

5 years, per year+10.7%[…]

3 years, per year+18.8%+21.9%

Worst drop · 1Y−7.9%−8.1%

Volatility · 1Y11.0%12.9%

4–1measures won
VIG first

40.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: VIG, HAPI, VTV, VO

Today

51.5%most shared, VIG and VTV

VIGHAPIVTVVO

VIG—40.4%51.5%13.5%

HAPI40.4%—35.5%13.5%

VTV51.5%35.5%—28.5%

VO13.5%13.5%28.5%—

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

VIG$146 − $4 = $142

VO$135 − $3 = $132

HAPI$78 − $35 = $43

KeptFee

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