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HAPI vs BELT
Harbor Human Capital Factor US Large Cap ETF vs iShares U.S. Select Equity Active ETF
Key differences
- HAPI costs 0.40% less per year.
- HAPI is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- HAPI follows a index tracking strategy; BELT uses index enhanced.
Side-by-side comparison
| HAPI | BELT | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.75% |
| Fund size (AUM) | $470M | $9M |
| Since | 2022 | 2024 |
| Dividend yield | 0.82% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +24.9% | +28.9% |
| CAGR 3Y | +23.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.23 | N/A |
| Volatility 1Y | 11.63% | 17.21% |
| Max drawdown | -19.46% | -23.05% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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