VTV vs HAPI

AVTV

BHAPI

Measures won4–1VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common35.5%VTV and HAPI

VTV

HAPI

Vanguard Morningstar Value ETF · $184BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $483M

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

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

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.83%12-mo yield$183 · $78 on $10k0.78%

−6.4%Worst dropSmaller wins−8.1%

10.8%VolatilityLower wins12.9%

4–1VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTV · HAPI

3.3%JPM3.1%

2.4%JNJ1.6%

1.5%CVX2.2%

1.4%CSCO2.7%

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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	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 Three

5Y3 funds

#
1	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	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

VTV vs HAPI

VTV

Vanguard Morningstar Value

$17,865

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureVTVHAPI

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.83%0.78%

5 years, per year+12.3%[…]

3 years, per year+21.0%+21.9%

Worst drop · 1Y−6.4%−8.1%

Volatility · 1Y10.8%12.9%

4–1measures won
VTV first

35.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: VOO, HAPI, VTV

Today

49.8%most shared, VOO and HAPI

VOOHAPIVTV

VOO—49.8%41.1%

HAPI49.8%—35.5%

VTV41.1%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

VOO$107 − $3 = $104

HAPI$78 − $35 = $43

KeptFee

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