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HAPS vs DFAS
Harbor Human Capital Factor US Small Cap ETF vs Dimensional U.S. Small Cap ETF
Key differences
- DFAS costs 0.35% less per year.
- DFAS is significantly larger than HAPS — larger funds tend to be more liquid and less likely to close.
- HAPS follows a index tracking strategy; DFAS uses active selection.
- Over the last 3 years, DFAS has delivered higher annualized returns.
- DFAS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HAPS | DFAS | |
|---|---|---|
| Annual cost (TER) | 0.61% | 0.26% |
| Fund size (AUM) | $157M | $14.0B |
| Since | 2023 | 1998 |
| Dividend yield | 0.52% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +30.9% | +31.2% |
| CAGR 3Y | +13.1% | +16.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.52 | 0.70 |
| Volatility 1Y | 17.12% | 16.95% |
| Max drawdown | -27.44% | -26.13% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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