Screener
DFVX vs HAPS
Dimensional US Large Cap Vector ETF vs Harbor Human Capital Factor US Small Cap ETF
Key differences
- DFVX costs 0.42% less per year.
- DFVX is significantly larger than HAPS — larger funds tend to be more liquid and less likely to close.
- DFVX follows a active selection strategy; HAPS uses index tracking.
Side-by-side comparison
| DFVX | HAPS | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.61% |
| Fund size (AUM) | $486M | $157M |
| Since | 2023 | 2023 |
| Dividend yield | 1.20% | 0.52% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +28.3% | +30.9% |
| CAGR 3Y | N/A | +13.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.52 |
| Volatility 1Y | 10.93% | 17.12% |
| Max drawdown | -16.71% | -27.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to DFVX and HAPS
Explore further