HAPI vs IVV

AHAPI

BIVV

Measures won2–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · IJH $13,971

Lowest cost0.03%IVV · $3 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common50.6%HAPI and IVV

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $494MiShares Core S&P 500 ETF · $872B

+21.3%3 years · per year$17,837 · $17,934+21.5%

[…]5 years · per year[…] · $17,414+11.7%

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

0.79%12-mo yield$79 · $111 on $10k

Cards for this view

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

IVV

iShares Core S&P 500

$17,414

MeasureHAPIIVV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.79%1.11%

5 years, per year[…]+11.7%

3 years, per year+21.3%+21.5%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y12.9%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$124.5B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.79%	−0.4%	+10.1%	+13.1%	+21.3%	new	−8.1%	$494M

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1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$124.5B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.79%	−0.4%	+10.1%	+13.1%	+21.3%	new	−8.1%	$494M

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