Screener
HAPS vs BELT
Harbor Human Capital Factor US Small Cap ETF vs iShares U.S. Select Equity Active ETF
Key differences
- HAPS costs 0.14% less per year.
- HAPS is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- HAPS follows a index tracking strategy; BELT uses index enhanced.
Side-by-side comparison
| HAPS | BELT | |
|---|---|---|
| Annual cost (TER) | 0.61% | 0.75% |
| Fund size (AUM) | $157M | $9M |
| Since | 2023 | 2024 |
| Dividend yield | 0.52% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +29.0% | +28.9% |
| CAGR 3Y | +13.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.52 | N/A |
| Volatility 1Y | 17.11% | 17.21% |
| Max drawdown | -27.44% | -23.05% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to HAPS and BELT
Explore further