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US Stock Styles

Harbor·17 of 44 funds·19% of Harbor’s moneyIn the market’s US Stock Styles bucket: 805 ETFs · $3.16T · +14.6% YTD

Data as of Nov 5, 2026 · a scoreboard, not advice

1Y record: 9–0
Made money: 100%
Assets: $1.7B
Share of US Stock Styles: 0%

Story of the Week

Week of Nov 2, 2026

The 10 Largest US Stock ETFsTodayHarbor funds in gold0 of 10are Harbor’s

02 / 04

Harbor’s Total US Stock Funds

17 funds · 100% made money new: under a year old

Made money$1.7B

INFO+14.7%$940M HAPI+13.6%$491M HAPS+25.6%$173M SMLL+13.7%$13.7M EBIT+21.0%$12.7M EPSB+22.5%$7.4M EPSV+28.4%$5.9M EPMB+22.1%$4.6M EPMV+22.7%$4.6M

Too new for 1Y$42.3M · under a year old

SGRWnew$26.9M AELVnew$2.7M AEMVnew$2.5M AESLnew$2.5M AEMCnew$2.0M AESBnew$1.9M AESGnew$1.9M AEMGnew$1.9M

Harbor us stock ETFs · past-year returns · as of Nov 5, 2026 · one tile per fund, largest first

Harbor in US Stock Styles

Today

Harbor $1.7BEveryone else $3.16T

Harbor holds 0% of US Stock Styles AUM

Harbor ETFs · current holdings · as of Nov 5, 2026

Harbor’s US Stock Funds vs AUM

Today

2%of the funds0%of the AUM

US Stock ETFsFundsAUM

Harbor17 · 2%$1.7B · 0%

Everyone else788 · 98%$3.16T · 100%

US Stock Styles ETFs · current AUM · as of Nov 5, 2026 · 805 funds

Top 10 Harbor US Stock ETFs

Today

$1.7B of $1.7B

#FundAUM ▼1YFee

1INFOPanAgora Dynamic Large Cap Core$940M+14.7%$0.35

2HAPIHuman Capital Factor US Large Cap (HAPI)$491M+13.6%$0.35

3HAPSHuman Capital Factor US Small Cap$173M+25.6%$0.61

4SGRWActive Small Cap Growth (SGRW)$26.9M[…]$0.80

5SMLLActive Small Cap (SMLL)$13.7M+13.7%$0.80

6EBITAlphaEdge Small Cap Earners (EBIT)$12.7M+21.0%$0.29

7EPSBSMID Cap Core (EPSB)$7.4M+22.5%$0.88

8EPSVSMID Cap Value (EPSV)$5.9M+28.4%$0.88

9EPMBMid Cap Core (EPMB)$4.6M+22.1%$0.88

10EPMVMid Cap Value (EPMV)$4.6M+22.7%$0.88

Harbor us stock ETFs · current AUM · as of Nov 5, 2026 · fee per $100 a year

Compare US Stock Names

Open versus in desk

INFO vs VUG

YTD

INFO

Harbor · $940.3M

+14.3%

VUG

Vanguard · $233B

+6.3%

+14.7%Past year+3.4%

$940MAssets$233B

End-of-day Nov 4, 2026

EPSV vs INFO

EPSV

Harbor · $5.9M

+28.4%

INFO

Harbor · $940.3M

+14.7%

+23.7%Year to date+14.3%

0.88%Fee0.35%

End-of-day Nov 4, 2026

HAPS vs HAPI

HAPS

Harbor · $173.1M

+25.6%

HAPI

Harbor · $490.8M

+13.6%

+22.5%Year to date+12.3%

$173MAssets$491M

End-of-day Nov 4, 2026

HGER vs INFO

HGER

Harbor · $4.9B

+35.9%

INFO

Harbor · $940.3M

+14.7%

+36.1%Year to date+14.3%

5.2%Yield0.3%

End-of-day Nov 4, 2026

The Year in Harbor US Stock ETFs

Harbor’s US Stock ETF Record

9–0made money · lost
of 9 with a full year

100%all ETFs 78%

Each bar is one fund · 1Y return

Typical +22.1%EPSV +28.4%

0 lost9 made money

Harbor us stock ETFs · past-year returns · as of Nov 5, 2026

Harbor’s US Stock ETF Fees

Today

$0.39per $100 a year, typical

Funds at each fee · per $100 a year

0.25

0.29

0.35

0.38

0.40

0.61

0.80

0.88

3 funds at $0.35$1.4B · 85% of the money

Harbor us stock ETFs · current fees · as of Nov 5, 2026

Harbor’s US Stock ETF Yields

Today

FundYield ▼On $10K1Y

EPSVSMID Cap Value (EPSV)2.3%$233/yr+28.4%

SMLLActive Small Cap (SMLL)2.1%$205/yr+13.7%

EBITAlphaEdge Small Cap Earners (EBIT)1.7%$169/yr+21.0%

EPMBMid Cap Core (EPMB)1.5%$154/yr+22.1%

AELVAlphaEdge Large Cap Value1.4%$137/yr[…]

EPMVMid Cap Value (EPMV)1.3%$126/yr+22.7%

EPSBSMID Cap Core (EPSB)1.1%$115/yr+22.5%

Harbor us stock ETFs · trailing yield · as of Nov 5, 2026

Inside US Stock Styles

Largest ETFs in Each Style

YTD

StyleFunds3 biggestMoneyAssetsYTD

Large cap307DFAC · IWB · DIA$850B+14.1%

Small cap111IJR · VB · IWM$581B+18.4%

Growth113VUG · IWF · VONG$566B+4.4%

Mid cap108IJH · VO · IWR$523B+14.3%

Value83VTV · IWD · DFAT$461B+23.6%

Factor62QUAL · USMV · MTUM$161B+14.2%

Equal weight21RSPT · EQWL · EUSA$19.4B+21.4%

Bold Harbor fund among the style’s 3 biggestWhole styleYTD asset-weighted

US Stock Styles ETFs · year-to-date returns, asset-weighted · as of Nov 5, 2026

Harbor’s US Stock ETF Launches

2026

7us stock launches in 2026

Aug 26 · 6 fundsAssets

$2.5M

AEMV

$2.5M

AESL

$2.0M

AEMC

$1.9M

AESB

$1.9M

AESG

$1.9M

AEMG

Aug 26AEMC–L6 AlphaEdge Mid Cap Value$12.7M$0.38

Jan 14SGRWActive Small Cap Growth (SGRW)$26.9M$0.80

Harbor us stock ETFs · launched in the past year · as of Nov 5, 2026 · fee per $100

HUS Stock Styles

Story of the Week

Compare US Stock Names

The Year in Harbor US Stock ETFs

Inside US Stock Styles

US Stock Styles