HAPS vs IWM

AHAPS

BIWM

Measures won2–3IWM wins · of 6 · 5Y

$10,000 · 5Y$15,697IWF · IWM $12,417

Lowest cost0.18%IWF · $18 on $10k

Most income0.98%IWM · $98 on $10k

Smallest drop−10.0%HAPS · worst fall in 1Y

Held in common12.4%HAPS and IWM

Harbor Human Capital Factor US Small Cap ETF · $190MiShares Russell 2000 ETF · $76.6B

+16.6%3 years · per year$15,842 · $16,765+18.8%

[…]5 years · per year[…] · $12,417+4.4%

0.61%Expense ratio$61 · $19 on $10k · lower wins0.19%

0.48%12-mo yield$48 · $98 on $10k0.98%

Cards for this view

HAPS

Harbor Human Capital Factor US Small Cap

[…]

IWM

iShares Russell 2000

$12,417

MeasureHAPSIWM

Fee0.61%0.19%

Cost on $10k a year$61$19

Yield0.48%0.98%

5 years, per year[…]+4.4%

3 years, per year+16.6%+18.8%

Worst drop · 1Y−10.0%−11.1%

Volatility · 1Y16.3%

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$118.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	−1.6%	+13.9%	+15.2%	+18.8%	+4.4%	−11.1%	$76.6B
3	AHAPS	Harbor Human Capital Factor US Small Cap ETFRead Desk	0.61%	0.48%	−1.7%	+18.3%	+20.0%	+16.6%	new	−10.0%	$190M

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$118.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	−1.6%	+13.9%	+15.2%	+18.8%	+4.4%	−11.1%	$76.6B
3	AHAPS	Harbor Human Capital Factor US Small Cap ETFRead Desk	0.61%	0.48%	−1.7%	+18.3%	+20.0%	+16.6%	new	−10.0%	$190M

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