HAPI vs IJR

AHAPI

BIJR

Measures won3–2HAPI wins · of 6 · 5Y

$10,000 · 5Y$16,772IWB · IJR $12,918

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 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 · $106B

+21.2%3 years · per year$17,822 · $15,910+16.7%

[…]5 years · per year[…] · $12,918+5.3%

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

0.78%12-mo yield$78 · $121 on $10k

Cards for this view

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

IJR

iShares Core S&P Small-Cap

$12,918

MeasureHAPIIJR

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield0.78%1.21%

5 years, per year[…]+5.3%

3 years, per year+21.2%+16.7%

Worst drop · 1Y−8.1%−9.7%

Volatility · 1Y12.9%

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1	IWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	−0.4%	+11.7%	+11.8%	+21.3%	+10.9%	−8.9%	$48.1B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−1.2%	+18.0%	+19.1%	+16.7%	+5.3%	−9.7%	$105.8B
3	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

#
1	IWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	−0.4%	+11.7%	+11.8%	+21.3%	+10.9%	−8.9%	$48.1B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−1.2%	+18.0%	+19.1%	+16.7%	+5.3%	−9.7%	$105.8B
3	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

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