FXF vs HAPI
Comparison between Invesco CurrencyShares Swiss Franc Trust (FXF, ETF) and HARBOR HUMAN CAPITAL FACTOR US LARGE CAP ETF (HAPI, ETF).
FXF vs HAPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FXF
$489M
HAPI
$487M
Expense Ratio
FXF
0.40%
Winner
HAPI
0.35%
Max Drawdown
FXF
35.58%
Winner
HAPI
19.46%
Sharpe Ratio
FXF
-0.14
Winner
HAPI
1.32
5Y Beta
Winner
FXF
-0.10
HAPI
0.95
P/E Ratio
FXF
N/A
HAPI
26.19
Forward P/E
FXF
N/A
HAPI
21.68
PEG Ratio
FXF
N/A
HAPI
0.50
5Y EPS CAGR
FXF
N/A
HAPI
24.23%
Debt to Equity
FXF
N/A
HAPI
49.91%
P/S Ratio
FXF
N/A
HAPI
4.34
P/B Ratio
FXF
N/A
HAPI
5.76
FXF vs HAPI - Historical Returns
Returns include dividend reinvestment.
1M
FXF
-2.03%
Winner
HAPI
+1.58%
3M
FXF
-1.44%
Winner
HAPI
+9.36%
6M
FXF
-0.32%
Winner
HAPI
+8.27%
1Y
FXF
+1.23%
Winner
HAPI
+20.17%
5Y(CAGR)
FXF
+1.88%
HAPI
N/A
10Y(CAGR)
FXF
+1.07%
HAPI
N/A
Max(CAGR)
FXF
+1.76%
Winner
HAPI
+24.13%
FXF vs HAPI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FXF | HAPI |
|---|---|---|
| 2026 | -0.78% | +7.50% |
| 2025 | +14.70% | +16.30% |
| 2024 | -6.46% | +28.44% |
| 2023 | +11.03% | +30.57% |
| 2022 | -1.57% | +6.16% |
| 2021 | -4.45% | N/A |
| 2020 | +8.45% | N/A |
| 2019 | +1.08% | N/A |
| 2018 | -2.27% | N/A |
| 2017 | +4.24% | N/A |
| 2016 | -2.62% | N/A |
| 2015 | -1.07% | N/A |
| 2014 | -9.80% | N/A |
| 2013 | +2.54% | N/A |
| 2012 | +1.42% | N/A |
| 2011 | -1.00% | N/A |
| 2010 | +9.94% | N/A |
| 2009 | +4.08% | N/A |
| 2008 | +6.11% | N/A |
| 2007 | +9.72% | N/A |
| 2006 | +2.39% | N/A |
FXF vs HAPI Drawdown Comparison
The maximum drawdown for FXF was -35.58%, occurring on Nov 3, 2022. This drawdown has not yet recovered.
The maximum drawdown for HAPI was -19.46%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current FXF drawdown is -19.02%. The current HAPI drawdown is -2.02%.
| Rank | FXF | HAPI |
|---|---|---|
| #1 | -35.58% Aug 9, 2011 - Nov 3, 2022 | -19.46% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -18.94% Mar 17, 2008 - Sep 27, 2010 | -9.41% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -5.35% Nov 26, 2007 - Jan 14, 2008 | -9.27% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -5.08% Oct 14, 2010 - Dec 22, 2010 | -8.12% Jan 12, 2026 - Apr 14, 2026 |
| #5 | -4.80% Dec 5, 2006 - Jul 20, 2007 | -7.30% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -4.14% Dec 31, 2010 - Feb 24, 2011 | -7.02% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -4.07% Aug 4, 2006 - Nov 24, 2006 | -5.77% Mar 28, 2024 - May 15, 2024 |
| #8 | -3.55% May 3, 2011 - May 27, 2011 | -5.06% Oct 27, 2025 - Dec 23, 2025 |
| #9 | -2.88% Mar 17, 2011 - Apr 12, 2011 | -4.39% Oct 28, 2022 - Nov 10, 2022 |
| #10 | -2.54% Jul 7, 2006 - Aug 4, 2006 | -4.34% Dec 11, 2024 - Jan 23, 2025 |
| #11 | -2.40% Aug 3, 2007 - Sep 7, 2007 | -3.66% Jun 4, 2026 - Jun 10, 2026 |
| #12 | -2.36% Jan 31, 2008 - Feb 26, 2008 | -2.49% Oct 6, 2025 - Oct 20, 2025 |
| #13 | -2.20% Jun 3, 2011 - Jun 28, 2011 | -2.49% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -1.95% Jun 28, 2011 - Jul 12, 2011 | -2.46% May 1, 2023 - May 17, 2023 |
| #15 | -1.86% Sep 28, 2007 - Oct 26, 2007 | -2.43% Jun 15, 2023 - Jun 30, 2023 |
Correlation
Correlation between FXF and HAPI is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2006 - 2025)
FXF vs HAPI dividend yield comparison.
| Year | FXF | HAPI |
|---|---|---|
| 2025 | 0.00% | 0.87% |
| 2024 | 0.03% | 0.21% |
| 2023 | 0.02% | 1.21% |
| 2022 | 0.00% | 0.29% |
| 2008 | 1.14% | 0.00% |
| 2007 | 1.25% | 0.00% |
| 2006 | 0.30% | 0.00% |
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