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FNDX vs HAPI
Schwab Fundamental U.S. Large Company ETF vs Harbor Human Capital Factor US Large Cap ETF
Key differences
- FNDX costs 0.10% less per year.
- FNDX is significantly larger than HAPI — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, HAPI has delivered higher annualized returns.
- FNDX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNDX | HAPI | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.35% |
| Fund size (AUM) | $25.9B | $470M |
| Since | 2013 | 2022 |
| Dividend yield | 1.50% | 0.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +33.4% | +24.9% |
| CAGR 3Y | +21.2% | +23.2% |
| CAGR 5Y | +13.0% | N/A |
| Sharpe 3Y | 1.27 | 1.23 |
| Volatility 1Y | 10.39% | 11.63% |
| Max drawdown | -37.72% | -19.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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