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1D$26.22 · 0.0% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg + Add a fund

Return1D ▼1M3MYTD1Y3Y5YMAX

Total return0.0%−0.2%—————−1.7%

Peer average+0.2%+1.8%+0.6%+19.2%+21.8%+75.8%+71.3%—

S&P 500 · VOO−0.4%−2.3%−2.1%

Harbor AELV and Vanguard VOO · total return, dividends in · as of Nov 13, 2026

YTD

#
1	VTV	Morningstar ValueRead Desk	0.03%	1.8%	+22.0%	+22.0%	$196B
2	IWD	Russell 1000 ValueRead Desk	0.18%	1.3%	+26.5%	+26.5%	$84.9B
3	DFAT	Dimensional - US Targeted ValueRead Desk	0.31%	1.3%
4		Read Desk	0.04%	1.6%
5		Read Desk	0.06%	1.5%
6		Read Desk	0.56%	0.9%
7		Read Desk	0.21%	1.3%
8		Read Desk	0.05%	1.8%
9		Read Desk	0.15%	1.6%
10		Read Desk	0.21%	1.3%
11		Read Desk	0.44%	1.1%
12		Read Desk	0.31%	3.3%
13		Read Desk	0.20%	1.3%
14		Read Desk	0.12%	2.0%
15		Read Desk	0.26%	1.3%
16		Read Desk	0.60%	0.5%

1–16 of 83

YTDValue · 6 largest

#
1	VTV	Vanguard Morningstar Value ETFRead Versus	0.03%	1.8%	+0.2%	+22.0%	+23.6%	$196B
2	IWD	iShares Russell 1000 Value ETFRead Versus	0.18%	1.3%	+0.2%	+26.5%	+28.6%	$84.9B
3	DFAT	Dimensional - US Targeted Value ETFRead Versus	0.31%	1.3%
4		Read Versus	0.04%	1.6%
5		Read Versus	0.06%	1.5%
6		This fund	0.25%	1.4%

Cards for This View

Today

36.9%of AELV sits in these 10

1AAPLApple7.11%

2JNJJohnson & Johnson4.43%

3BACBank Of America3.44%

4ADBEAdobe

YTD

AELVAvsBPeer average

1D0.0%+0.2%

1M−0.2%+1.8%

3M[…]+0.6%

YTD[…]+19.2%

1Y[…]+21.8%

3Y[…]+75.8%