Correlation
The correlation between HAPS and VBK is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
HAPS vs. VBK
Compare and contrast key facts about Harbor Human Capital Factor US Small Cap ETF (HAPS) and Vanguard Small-Cap Growth ETF (VBK).
HAPS and VBK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HAPS is a passively managed fund by Harbor that tracks the performance of the Human Capital Factor Small Cap Index - Benchmark TR Gross. It was launched on Apr 12, 2023. VBK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Growth Index. It was launched on Jan 26, 2004. Both HAPS and VBK are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAPS or VBK.
Performance
HAPS vs. VBK - Performance Comparison
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Key characteristics
HAPS:
0.04
VBK:
0.26
HAPS:
0.20
VBK:
0.47
HAPS:
1.03
VBK:
1.06
HAPS:
0.01
VBK:
0.18
HAPS:
0.04
VBK:
0.55
HAPS:
10.07%
VBK:
9.22%
HAPS:
24.80%
VBK:
24.90%
HAPS:
-27.44%
VBK:
-58.69%
HAPS:
-15.57%
VBK:
-13.02%
Returns By Period
In the year-to-date period, HAPS achieves a -6.83% return, which is significantly lower than VBK's -5.65% return.
HAPS
-6.83%
3.81%
-14.55%
-0.43%
N/A
N/A
N/A
VBK
-5.65%
5.64%
-12.29%
6.04%
7.87%
6.93%
7.71%
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HAPS vs. VBK - Expense Ratio Comparison
HAPS has a 0.60% expense ratio, which is higher than VBK's 0.07% expense ratio.
Risk-Adjusted Performance
HAPS vs. VBK — Risk-Adjusted Performance Rank
HAPS
VBK
HAPS vs. VBK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Human Capital Factor US Small Cap ETF (HAPS) and Vanguard Small-Cap Growth ETF (VBK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
HAPS vs. VBK - Dividend Comparison
HAPS's dividend yield for the trailing twelve months is around 0.78%, more than VBK's 0.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAPS Harbor Human Capital Factor US Small Cap ETF | 0.78% | 0.72% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBK Vanguard Small-Cap Growth ETF | 0.57% | 0.54% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% | 1.01% |
Drawdowns
HAPS vs. VBK - Drawdown Comparison
The maximum HAPS drawdown since its inception was -27.44%, smaller than the maximum VBK drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for HAPS and VBK.
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Volatility
HAPS vs. VBK - Volatility Comparison
Harbor Human Capital Factor US Small Cap ETF (HAPS) and Vanguard Small-Cap Growth ETF (VBK) have volatilities of 6.10% and 6.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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