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HAPI vs LRGF

Harbor Human Capital Factor US Large Cap ETF vs iShares U.S. Equity Factor ETF

HAPI

Harbor Human Capital Factor US Large Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.35%

Fund size

$470M

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • LRGF costs 0.27% less per year.
  • LRGF is significantly larger than HAPI — larger funds tend to be more liquid and less likely to close.
  • HAPI follows a index tracking strategy; LRGF uses index enhanced.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HAPILRGF
Annual cost (TER)0.35%0.08%
Fund size (AUM)$470M$3.3B
Since20222015
Dividend yield0.82%1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+24.9%+25.4%
CAGR 3Y+23.2%+23.4%
CAGR 5YN/A+13.8%
Sharpe 3Y1.231.23
Volatility 1Y11.63%12.16%
Max drawdown-19.46%-36.03%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HAPI and LRGF