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HAPS vs SMLL

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

HAPS

Harbor Human Capital Factor US Small Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.61%

Fund size

$157M

SMLL

Harbor Active Small Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$14M

Key differences

  • HAPS costs 0.19% less per year.
  • HAPS is significantly larger than SMLL — larger funds tend to be more liquid and less likely to close.
  • HAPS follows a index tracking strategy; SMLL uses active selection.

Side-by-side comparison

HAPSSMLL
Annual cost (TER)0.61%0.80%
Fund size (AUM)$157M$14M
Since20232024
Dividend yield0.52%2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+29.0%+0.1%
CAGR 3Y+13.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.52N/A
Volatility 1Y17.11%17.53%
Max drawdown-27.44%-23.55%

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

Similar to HAPS and SMLL