HAPI vs IVV

AHAPI

BIVV

Measures won2–3IVV wins · of 6 · 3Y

$10,000 · 3Y$17,932VOO · IVV $17,931

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 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) · $495MiShares Core S&P 500 ETF · $875B

+21.1%3 years · per year$17,756 · $17,931+21.5%

[…]5 years · per year[…] · $17,265+11.5%

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

0.78%12-mo yield$78 · $111 on $10k

Cards for this view

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

$17,756

IVV

iShares Core S&P 500

$17,931

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
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…