Screener
HAPS vs DFSV
Harbor Human Capital Factor US Small Cap ETF vs Dimensional US Small Cap Value ETF
Key differences
- DFSV costs 0.31% less per year.
- DFSV is significantly larger than HAPS — larger funds tend to be more liquid and less likely to close.
- HAPS follows a index tracking strategy; DFSV uses active selection.
- Over the last 3 years, DFSV has delivered higher annualized returns.
Side-by-side comparison
| HAPS | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.61% | 0.30% |
| Fund size (AUM) | $157M | $7.5B |
| Since | 2023 | 2022 |
| Dividend yield | 0.52% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +30.9% | +37.6% |
| CAGR 3Y | +13.1% | +18.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.52 | 0.74 |
| Volatility 1Y | 17.12% | 17.85% |
| Max drawdown | -27.44% | -28.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to HAPS and DFSV
Explore further