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BFOR vs HAPS

Barron's 400 ETF vs Harbor Human Capital Factor US Small Cap ETF

BFOR

Barron's 400 ETF

Annual cost

0.65%

Fund size

$215M

HAPS

Harbor Human Capital Factor US Small Cap ETF

Annual cost

0.61%

Fund size

$160M

Key differences

Both BFOR and HAPS are equity ETFs. BFOR charges 0.65% a year and HAPS 0.61%. The main difference: Over the last three years, BFOR has delivered higher annualized returns.

  • Over the last three years, BFOR has delivered higher annualized returns.
  • BFOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFORHAPS
Annual cost (TER)0.65%0.61%
Fund size (AUM)$215M$160M
Since20132023
Dividend yield0.54%0.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.0%+29.2%
CAGR 3Y+19.4%+11.8%
CAGR 5Y+10.4%N/A
Sharpe 3Y0.910.47
Volatility 1Y15.06%17.19%
Max drawdown-41.27%-27.44%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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