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HDUS vs HAPI

Hartford Disciplined US Equity ETF vs Harbor Human Capital Factor US Large Cap ETF

HDUS

Hartford Disciplined US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$180M

HAPI

Harbor Human Capital Factor US Large Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.35%

Fund size

$470M

Key differences

  • HDUS costs 0.16% less per year.
  • Over the last 3 years, HAPI has delivered higher annualized returns.

Side-by-side comparison

HDUSHAPI
Annual cost (TER)0.19%0.35%
Fund size (AUM)$180M$470M
Since20222022
Dividend yield1.38%0.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+24.9%
CAGR 3Y+21.8%+23.2%
CAGR 5YN/AN/A
Sharpe 3Y1.231.23
Volatility 1Y11.10%11.63%
Max drawdown-17.94%-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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