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HAPS vs HAPI

Harbor Human Capital Factor US Small Cap ETF vs Harbor Human Capital Factor US Large Cap ETF

HAPS

Harbor Human Capital Factor US Small Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.61%

Fund size

$157M

HAPI

Harbor Human Capital Factor US Large Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.35%

Fund size

$470M

Key differences

  • HAPI costs 0.26% less per year.
  • Over the last 3 years, HAPI has delivered higher annualized returns.

Side-by-side comparison

HAPSHAPI
Annual cost (TER)0.61%0.35%
Fund size (AUM)$157M$470M
Since20232022
Dividend yield0.52%0.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+24.9%
CAGR 3Y+13.0%+23.2%
CAGR 5YN/AN/A
Sharpe 3Y0.521.23
Volatility 1Y17.11%11.63%
Max drawdown-27.44%-19.46%

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

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