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HAPS vs SMLF

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

HAPS

Harbor Human Capital Factor US Small Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.61%

Fund size

$157M

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

Key differences

  • SMLF costs 0.46% less per year.
  • SMLF is significantly larger than HAPS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SMLF has delivered higher annualized returns.
  • SMLF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HAPSSMLF
Annual cost (TER)0.61%0.15%
Fund size (AUM)$157M$3.6B
Since20232015
Dividend yield0.52%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+31.5%
CAGR 3Y+13.0%+20.4%
CAGR 5YN/A+10.7%
Sharpe 3Y0.520.86
Volatility 1Y17.11%17.32%
Max drawdown-27.44%-41.89%

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

Similar to HAPS and SMLF