Skip to content
Beacon
Screener

SCHG vs HAPI

Schwab U.S. Large-Cap Growth ETF vs Harbor Human Capital Factor US Large Cap ETF

SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$55.6B

HAPI

Harbor Human Capital Factor US Large Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.35%

Fund size

$470M

Key differences

  • SCHG costs 0.31% less per year.
  • SCHG is significantly larger than HAPI — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHG has delivered higher annualized returns.
  • SCHG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHGHAPI
Annual cost (TER)0.04%0.35%
Fund size (AUM)$55.6B$470M
Since20092022
Dividend yield0.38%0.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.0%+24.9%
CAGR 3Y+27.2%+23.2%
CAGR 5Y+16.1%N/A
Sharpe 3Y1.151.23
Volatility 1Y15.60%11.63%
Max drawdown-34.59%-19.46%

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

Similar to SCHG and HAPI