SIFI vs. HAPI
Compare and contrast key facts about Harbor Scientific Alpha Income ETF (SIFI) and Harbor Corporate Culture ETF (HAPI).
SIFI and HAPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SIFI is an actively managed fund by Harbor. It was launched on Sep 14, 2021. HAPI is a passively managed fund by Harbor that tracks the performance of the CIBC Human Capital Index. It was launched on Oct 12, 2022.
Performance
SIFI vs. HAPI - Performance Comparison
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SIFI vs. HAPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SIFI Harbor Scientific Alpha Income ETF | -0.51% | 8.83% | 5.05% | 8.75% | 3.30% |
HAPI Harbor Corporate Culture ETF | -3.35% | 16.26% | 27.62% | 30.29% | 6.17% |
Returns By Period
In the year-to-date period, SIFI achieves a -0.51% return, which is significantly higher than HAPI's -3.35% return.
SIFI
- 1D
- 0.75%
- 1M
- -1.81%
- YTD
- -0.51%
- 6M
- 0.91%
- 1Y
- 6.27%
- 3Y*
- 6.46%
- 5Y*
- —
- 10Y*
- —
HAPI
- 1D
- 2.69%
- 1M
- -4.81%
- YTD
- -3.35%
- 6M
- -0.63%
- 1Y
- 17.37%
- 3Y*
- 19.69%
- 5Y*
- —
- 10Y*
- —
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SIFI vs. HAPI - Expense Ratio Comparison
SIFI has a 0.50% expense ratio, which is higher than HAPI's 0.35% expense ratio.
Return for Risk
SIFI vs. HAPI — Risk / Return Rank
SIFI
HAPI
SIFI vs. HAPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Scientific Alpha Income ETF (SIFI) and Harbor Corporate Culture ETF (HAPI). 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.
| SIFI | HAPI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.97 | +0.45 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.49 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.22 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.48 | +0.49 |
Martin ratioReturn relative to average drawdown | 8.02 | 7.15 | +0.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SIFI | HAPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.97 | +0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 1.39 | -0.99 |
Correlation
The correlation between SIFI and HAPI is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SIFI vs. HAPI - Dividend Comparison
SIFI's dividend yield for the trailing twelve months is around 6.62%, more than HAPI's 0.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SIFI Harbor Scientific Alpha Income ETF | 6.62% | 6.57% | 5.87% | 5.71% | 3.88% | 0.86% |
HAPI Harbor Corporate Culture ETF | 0.90% | 0.87% | 0.21% | 1.21% | 0.29% | 0.00% |
Drawdowns
SIFI vs. HAPI - Drawdown Comparison
The maximum SIFI drawdown since its inception was -14.68%, smaller than the maximum HAPI drawdown of -19.46%. Use the drawdown chart below to compare losses from any high point for SIFI and HAPI.
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Drawdown Indicators
| SIFI | HAPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.68% | -19.46% | +4.78% |
Max Drawdown (1Y)Largest decline over 1 year | -3.20% | -12.18% | +8.98% |
Current DrawdownCurrent decline from peak | -1.81% | -5.66% | +3.85% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -2.08% | -2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 2.52% | -1.74% |
Volatility
SIFI vs. HAPI - Volatility Comparison
The current volatility for Harbor Scientific Alpha Income ETF (SIFI) is 1.67%, while Harbor Corporate Culture ETF (HAPI) has a volatility of 4.82%. This indicates that SIFI experiences smaller price fluctuations and is considered to be less risky than HAPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIFI | HAPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 4.82% | -3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 2.29% | 9.12% | -6.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.42% | 17.98% | -13.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.98% | 15.80% | -10.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.98% | 15.80% | -10.82% |