HAPI vs IJR

AHAPI

BIJR

Measures won3–2HAPI wins · of 6 · 5Y

$10,000 · 5Y$13,039IJR · VXF $12,591

Lowest cost0.05%VXF · $5 on $10k

Most income1.20%IJR · $120 on $10k

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

Held in common0.1%HAPI and IJR

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $497MiShares Core S&P Small-Cap ETF · $107B

+21.6%3 years · per year$17,959 · $15,982+16.9%

[…]5 years · per year[…] · $13,039+5.5%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

0.78%12-mo yield$78 · $120 on $10k

Cards for this view

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

IJR

iShares Core S&P Small-Cap

$13,039

MeasureHAPIIJR

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield0.78%1.20%

5 years, per year[…]+5.5%

3 years, per year+21.6%+16.9%

Worst drop · 1Y−8.1%−9.7%

Volatility · 1Y12.9%

#
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+0.8%	+19.4%	+21.0%	+16.9%	+5.5%	−9.7%	$107.1B
2	VXF	Vanguard Extended Market ETFRead Desk	0.05%	1.04%	+1.1%	+12.9%	+12.7%	+20.1%	+4.7%	−11.0%	$30.2B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+0.8%	+11.1%	+12.3%	+21.6%	new	−8.1%	$497M

#
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+0.8%	+19.4%	+21.0%	+16.9%	+5.5%	−9.7%	$107.1B
2	VXF	Vanguard Extended Market ETFRead Desk	0.05%	1.04%	+1.1%	+12.9%	+12.7%	+20.1%	+4.7%	−11.0%	$30.2B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+0.8%	+11.1%	+12.3%	+21.6%	new	−8.1%	$497M

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