Screener
BFOR vs HAPI
Barron's 400 ETF vs Harbor Human Capital Factor US Large Cap ETF
Key differences
Both BFOR and HAPI are equity ETFs. BFOR charges 0.65% a year and HAPI 0.35%. The main difference: HAPI costs 0.30% less per year.
- HAPI costs 0.30% less per year.
- Over the last three years, HAPI has delivered higher annualized returns.
- BFOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BFOR | HAPI | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.35% |
| Fund size (AUM) | $215M | $487M |
| Since | 2013 | 2022 |
| Dividend yield | 0.54% | 0.80% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +24.0% | +20.4% |
| CAGR 3Y | +19.4% | +21.8% |
| CAGR 5Y | +10.4% | N/A |
| Sharpe 3Y | 0.91 | 1.15 |
| Volatility 1Y | 15.06% | 11.77% |
| Max drawdown | -41.27% | -19.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.