HAPI vs IJH

AHAPI

BIJH

Measures won3–2HAPI wins · of 6 · 5Y

$10,000 · 5Y$13,809IJH

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common0.2%HAPI and IJH

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $497MiShares Core S&P Mid-Cap ETF · $126B

+21.2%3 years · per year$17,822 · $15,733+16.3%

[…]5 years · per year[…] · $13,809+6.7%

0.35%Expense ratio$35 · $5 on $10k · lower wins0.05%

0.78%12-mo yield$78 · $122 on $10k

Cards for this view

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

IJH

iShares Core S&P Mid-Cap

$13,809

MeasureHAPIIJH

Fee0.35%0.05%

Cost on $10k a year$35$5

Yield0.78%1.22%

5 years, per year[…]+6.7%

3 years, per year+21.2%+16.3%

Worst drop · 1Y−8.1%−8.8%

Volatility · 1Y12.9%

#
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
2	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
3	DCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.90%	−0.5%	+14.4%	+15.3%	+21.2%	new	−8.3%	$45.3B

#
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
2	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
3	DCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.90%	−0.5%	+14.4%	+15.3%	+21.2%	new	−8.3%	$45.3B

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