VTV vs HAPI

AVTV

BHAPI

Measures won4–1VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IWF $15,441

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common35.4%VTV and HAPI

VTV

HAPI

Vanguard Morningstar Value ETF · $184BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $503M

+20.9%3 years · per year$17,687 · $18,006+21.7%

+12.0%5 years · per year$17,585 · […][…]

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

1.87%12-mo yield$187 · $80 on $10k0.80%

−6.4%Worst dropSmaller wins−8.1%

10.7%VolatilityLower wins12.7%

4–1VTV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVTV · HAPI

3.3%JPM3.1%

2.4%JNJ1.5%

1.5%CVX2.2%

1.4%CSCO2.7%

Held in common35.4%

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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
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%	$503M

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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
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%	$503M

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

VTV vs HAPI

VTV

Vanguard Morningstar Value

$17,585

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureVTVHAPI

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.87%0.80%

5 years, per year+12.0%[…]

3 years, per year+20.9%+21.7%

Worst drop · 1Y−6.4%−8.1%

Volatility · 1Y10.7%12.7%

4–1measures won
VTV first

35.4%

holdings shared

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

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$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

Overlap: VTV, HAPI, IWF, VO

Today

44.0%most shared, HAPI and IWF

VTVHAPIIWFVO

VTV—35.4%11.8%28.5%

HAPI35.4%—44.0%13.5%

IWF11.8%44.0%—9.2%

VO28.5%13.5%9.2%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

HAPI$80 − $35 = $45

IWF$39 − $18 = $21

KeptFee

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