HAPI vs VUG

AHAPI

BVUG

Measures won3–2HAPI wins · of 6 · 3Y

$10,000 · 3Y$17,979VUG · SCHB $17,837

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common43.3%HAPI and VUG

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $495MVanguard Morningstar Growth ETF · $221B

+21.1%3 years · per year$17,756 · $17,979+21.6%

[…]5 years · per year[…] · $16,151+10.1%

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

0.78%12-mo yield$78 · $41 on $10k

Cards for this view

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

$17,756

VUG

Vanguard Morningstar Growth

$17,979

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$221.0B
2	SCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.3%	+11.5%	+11.6%	+21.3%	+10.4%	−8.9%	$44.3B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	−0.2%	+10.5%	+10.9%	+21.1%	new	−8.1%	$495M

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$221.0B
2	SCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.3%	+11.5%	+11.6%	+21.3%	+10.4%	−8.9%	$44.3B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	−0.2%	+10.5%	+10.9%	+21.1%	new	−8.1%	$495M

Loading…