BGRN vs HAPI

Comparison between ISHARES USD GREEN BOND ETF (BGRN, ETF) and HARBOR HUMAN CAPITAL FACTOR US LARGE CAP ETF (HAPI, ETF).

BGRN vs HAPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGRN(ETF)	HAPI(ETF)
Net Assets	$470M	$470M
Expense Ratio	0.20%	0.35%
Max Drawdown	21.52%	19.46%
Sharpe Ratio	0.27	1.39
5Y Beta	0.07	0.95
P/E Ratio	N/A	27.07
Forward P/E	N/A	22.12
PEG Ratio	N/A	0.52
5Y Dividends CAGR	39.66%	N/A
5Y EPS CAGR	N/A	24.01%
Debt to Equity	N/A	57.61%
P/S Ratio	N/A	4.41
P/B Ratio	N/A	5.80

Net Assets

BGRN

$470M

Winner

HAPI

$470M

Expense Ratio

Winner

BGRN

0.20%

HAPI

0.35%

Max Drawdown

BGRN

21.52%

Winner

HAPI

19.46%

Sharpe Ratio

BGRN

0.27

Winner

HAPI

1.39

5Y Beta

Winner

BGRN

0.07

HAPI

0.95

P/E Ratio

BGRN

N/A

HAPI

27.07

Forward P/E

BGRN

N/A

HAPI

22.12

PEG Ratio

BGRN

N/A

HAPI

0.52

5Y Dividends CAGR

BGRN

39.66%

HAPI

N/A

5Y EPS CAGR

BGRN

N/A

HAPI

24.01%

Debt to Equity

BGRN

N/A

HAPI

57.61%

P/S Ratio

BGRN

N/A

HAPI

4.41

P/B Ratio

BGRN

N/A

HAPI

5.80

BGRN vs HAPI - Historical Returns

Returns include dividend reinvestment.

Period	BGRN	HAPI
1 month	-0.09%	+1.88%
3 months	-0.42%	+6.39%
6 months	+0.40%	+8.02%
1 year	+4.63%	+21.48%
5 years(CAGR)	+0.49%	N/A
Max(CAGR)	+2.21%	+24.25%

BGRN

-0.09%

Winner

HAPI

+1.88%

BGRN

-0.42%

Winner

HAPI

+6.39%

BGRN

+0.40%

Winner

HAPI

+8.02%

BGRN

+4.63%

Winner

HAPI

+21.48%

5Y(CAGR)

BGRN

+0.49%

HAPI

N/A

Max(CAGR)

BGRN

+2.21%

Winner

HAPI

+24.25%

BGRN vs HAPI - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BGRN	HAPI
2026	+0.27%	+7.43%
2025	+7.28%	+16.30%
2024	+3.27%	+28.44%
2023	+6.13%	+30.57%
2022	-12.53%	+6.16%
2021	-2.90%	N/A
2020	+6.48%	N/A
2019	+9.71%	N/A
2018	+1.14%	N/A

BGRN vs HAPI Drawdown Comparison

The maximum drawdown for BGRN was -19.16%, occurring on Oct 20, 2022. Recovery took 1298 trading sessions.

The maximum drawdown for HAPI was -19.46%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current BGRN drawdown is -1.07%. The current HAPI drawdown is -2.09%.

Rank	BGRN	HAPI
#1	-19.16% Dec 11, 2020 - Feb 13, 2026	-19.46% Feb 19, 2025 - Jun 26, 2025
#2	-6.56% Mar 9, 2020 - Jul 21, 2020	-9.41% Jul 16, 2024 - Sep 19, 2024
#3	-2.23% Feb 27, 2026 - Mar 27, 2026	-9.27% Jul 28, 2023 - Nov 20, 2023
#4	-2.22% Aug 28, 2019 - Jan 30, 2020	-8.12% Jan 12, 2026 - Apr 14, 2026
#5	-0.93% Aug 4, 2020 - Sep 21, 2020	-7.30% Feb 2, 2023 - Apr 13, 2023
#6	-0.86% Jul 3, 2019 - Jul 19, 2019	-7.02% Dec 1, 2022 - Jan 26, 2023
#7	-0.84% Nov 5, 2020 - Nov 19, 2020	-5.77% Mar 28, 2024 - May 15, 2024
#8	-0.62% Aug 15, 2019 - Aug 28, 2019	-5.06% Oct 27, 2025 - Dec 23, 2025
#9	-0.57% Nov 20, 2020 - Dec 8, 2020	-4.39% Oct 28, 2022 - Nov 10, 2022
#10	-0.52% Jan 31, 2020 - Feb 18, 2020	-4.34% Dec 11, 2024 - Jan 23, 2025
#11	-0.48% Mar 28, 2019 - Apr 24, 2019	-2.49% Oct 6, 2025 - Oct 20, 2025
#12	-0.36% Sep 21, 2020 - Sep 29, 2020	-2.49% Oct 18, 2024 - Nov 6, 2024
#13	-0.36% Jun 7, 2019 - Jun 14, 2019	-2.46% May 1, 2023 - May 17, 2023
#14	-0.35% Feb 22, 2019 - Mar 6, 2019	-2.43% Jun 15, 2023 - Jun 30, 2023
#15	-0.34% Oct 15, 2020 - Oct 27, 2020	-2.41% Oct 13, 2022 - Oct 17, 2022