HAPI vs IVV

AHAPI

BIVV

Measures won2–3IVV wins · of 6 · 3Y

$10,000 · 3Y$18,019IVV · VOO $18,015

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−8.1%HAPI · worst fall in 1Y

Held in common50.1%HAPI and IVV

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $497MiShares Core S&P 500 ETF · $879B

+21.2%3 years · per year$17,822 · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

0.78%12-mo yield$78 · $110 on $10k

Cards for this view

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

$17,822

IVV

iShares Core S&P 500

$18,019

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	−0.4%	+10.6%	+11.5%	+21.2%	new	−8.1%	$497M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	−0.4%	+10.6%	+11.5%	+21.2%	new	−8.1%	$497M

Loading…