HAPI vs BDBT

Comparison between HARBOR HUMAN CAPITAL FACTOR US LARGE CAP ETF (HAPI, ETF) and BLUEMONTE CORE BOND ETF (BDBT, ETF).

HAPI vs BDBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HAPI(ETF)	BDBT(ETF)
Net Assets	$484M	$480M
Expense Ratio	0.35%	0.23%
Max Drawdown	19.46%	3.60%
Sharpe Ratio	1.05	-0.13
5Y Beta	0.94	0.10
P/E Ratio	27.46	N/A
Forward P/E	21.95	N/A
PEG Ratio	0.54	N/A
5Y EPS CAGR	23.88%	N/A
Debt to Equity	51.99%	N/A
P/S Ratio	4.45	N/A
P/B Ratio	5.91	N/A

Net Assets

Winner

HAPI

$484M

BDBT

$480M

Expense Ratio

HAPI

0.35%

Winner

BDBT

0.23%

Max Drawdown

HAPI

19.46%

Winner

BDBT

3.60%

Sharpe Ratio

Winner

HAPI

1.05

BDBT

-0.13

5Y Beta

HAPI

0.94

Winner

BDBT

0.10

P/E Ratio

HAPI

27.46

BDBT

N/A

Forward P/E

HAPI

21.95

BDBT

N/A

PEG Ratio

HAPI

0.54

BDBT

N/A

5Y EPS CAGR

HAPI

23.88%

BDBT

N/A

Debt to Equity

HAPI

51.99%

BDBT

N/A

P/S Ratio

HAPI

4.45

BDBT

N/A

P/B Ratio

HAPI

5.91

BDBT

N/A

HAPI vs BDBT - Historical Returns

Returns include dividend reinvestment.

Period	HAPI	BDBT
1 month	+1.04%	-0.57%
3 months	+4.23%	-0.89%
6 months	+8.40%	-0.34%
1 year	+16.69%	+2.99%
Max(CAGR)	+23.65%	+3.06%

Winner

HAPI

+1.04%

BDBT

-0.57%

Winner

HAPI

+4.23%

BDBT

-0.89%

Winner

HAPI

+8.40%

BDBT

-0.34%

Winner

HAPI

+16.69%

BDBT

+2.99%

Max(CAGR)

Winner

HAPI

+23.65%

BDBT

+3.06%

HAPI vs BDBT - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	HAPI	BDBT
2026	+8.41%	-0.28%
2025	+16.30%	+3.68%
2024	+28.44%	N/A
2023	+30.57%	N/A
2022	+6.16%	N/A

HAPI vs BDBT Drawdown Comparison

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

The maximum drawdown for BDBT was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current HAPI drawdown is -1.19%. The current BDBT drawdown is -2.15%.

Rank	HAPI	BDBT
#1	-19.46% Feb 19, 2025 - Jun 26, 2025	-2.88% Feb 27, 2026 - May 19, 2026
#2	-9.41% Jul 16, 2024 - Sep 19, 2024	-1.03% Jun 30, 2025 - Aug 1, 2025
#3	-9.27% Jul 28, 2023 - Nov 20, 2023	-1.02% Oct 27, 2025 - Nov 26, 2025
#4	-8.12% Jan 12, 2026 - Apr 14, 2026	-0.99% Nov 26, 2025 - Feb 10, 2026
#5	-7.30% Feb 2, 2023 - Apr 13, 2023	-0.91% Sep 16, 2025 - Oct 13, 2025
#6	-7.02% Dec 1, 2022 - Jan 26, 2023	-0.51% Aug 13, 2025 - Aug 22, 2025
#7	-5.77% Mar 28, 2024 - May 15, 2024	-0.39% Aug 5, 2025 - Aug 13, 2025
#8	-5.06% Oct 27, 2025 - Dec 23, 2025	-0.36% Aug 28, 2025 - Sep 3, 2025
#9	-4.39% Oct 28, 2022 - Nov 10, 2022	-0.23% Feb 10, 2026 - Feb 12, 2026
#10	-4.34% Dec 11, 2024 - Jan 23, 2025	-0.21% Jun 26, 2025 - Jun 30, 2025
#11	-3.66% Jun 4, 2026 - Jun 10, 2026	-0.20% Oct 22, 2025 - Oct 27, 2025
#12	-2.49% Oct 6, 2025 - Oct 20, 2025	-0.16% Feb 13, 2026 - Feb 23, 2026
#13	-2.49% Oct 18, 2024 - Nov 6, 2024	-0.14% Jun 24, 2025 - Jun 26, 2025
#14	-2.46% May 1, 2023 - May 17, 2023	-0.14% Sep 8, 2025 - Sep 10, 2025
#15	-2.43% Jun 15, 2023 - Jun 30, 2023	-0.13% Aug 22, 2025 - Aug 26, 2025