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SMLL vs HAPI

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

SMLL

Harbor Active Small Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$14M

HAPI

Harbor Human Capital Factor US Large Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.35%

Fund size

$470M

Key differences

  • HAPI costs 0.45% less per year.
  • HAPI is significantly larger than SMLL — larger funds tend to be more liquid and less likely to close.
  • SMLL follows a active selection strategy; HAPI uses index tracking.

Side-by-side comparison

SMLLHAPI
Annual cost (TER)0.80%0.35%
Fund size (AUM)$14M$470M
Since20242022
Dividend yield2.30%0.82%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+0.1%+24.9%
CAGR 3YN/A+23.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.23
Volatility 1Y17.53%11.63%
Max drawdown-23.55%-19.46%

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

Similar to SMLL and HAPI