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LRGF vs HAPI

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

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

HAPI

Harbor Human Capital Factor US Large Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.35%

Fund size

$470M

Key differences

  • LRGF costs 0.27% less per year.
  • LRGF is significantly larger than HAPI — larger funds tend to be more liquid and less likely to close.
  • LRGF follows a index enhanced strategy; HAPI uses index tracking.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRGFHAPI
Annual cost (TER)0.08%0.35%
Fund size (AUM)$3.3B$470M
Since20152022
Dividend yield1.13%0.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+25.4%+24.9%
CAGR 3Y+23.4%+23.2%
CAGR 5Y+13.8%N/A
Sharpe 3Y1.231.23
Volatility 1Y12.16%11.63%
Max drawdown-36.03%-19.46%

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

Similar to LRGF and HAPI