IJR vs HAPI

AIJR

BHAPI

Measures won2–3HAPI wins · of 6 · 5Y

$10,000 · 5Y$17,393VOO · IJR $12,918

Lowest cost0.03%VOO · $3 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common0.1%IJR and HAPI

iShares Core S&P Small-Cap ETF · $106BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $497M

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

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

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

1.21%12-mo yield$121 · $78 on $10k

Cards for this view

IJR

iShares Core S&P Small-Cap

$12,918

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureIJRHAPI

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.21%0.78%

5 years, per year+5.3%[…]

3 years, per year+16.7%+21.2%

Worst drop · 1Y−9.7%−8.1%

Volatility · 1Y16.4%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	AIJR	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	BHAPI	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	AIJR	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	BHAPI	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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