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HAPS vs LRGF

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

HAPS

Harbor Human Capital Factor US Small Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.61%

Fund size

$157M

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • LRGF costs 0.53% less per year.
  • LRGF is significantly larger than HAPS — larger funds tend to be more liquid and less likely to close.
  • HAPS follows a index tracking strategy; LRGF uses index enhanced.
  • Over the last 3 years, LRGF has delivered higher annualized returns.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HAPSLRGF
Annual cost (TER)0.61%0.08%
Fund size (AUM)$157M$3.3B
Since20232015
Dividend yield0.52%1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+29.0%+25.4%
CAGR 3Y+13.0%+23.4%
CAGR 5YN/A+13.8%
Sharpe 3Y0.521.23
Volatility 1Y17.11%12.16%
Max drawdown-27.44%-36.03%

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

Similar to HAPS and LRGF