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HAPI vs DFUV
Harbor Human Capital Factor US Large Cap ETF vs Dimensional US Marketwide Value ETF
Key differences
- DFUV costs 0.14% less per year.
- DFUV is significantly larger than HAPI — larger funds tend to be more liquid and less likely to close.
- HAPI follows a index tracking strategy; DFUV uses active selection.
- Over the last 3 years, HAPI has delivered higher annualized returns.
- DFUV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HAPI | DFUV | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.21% |
| Fund size (AUM) | $470M | $14.4B |
| Since | 2022 | 1998 |
| Dividend yield | 0.82% | 1.41% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.0% | +35.5% |
| CAGR 3Y | +23.0% | +19.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.22 | 1.06 |
| Volatility 1Y | 11.60% | 11.90% |
| Max drawdown | -19.46% | -17.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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