HAPI vs BGRN

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

HAPI vs BGRN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

HAPI

$470M

BGRN

$470M

Expense Ratio

HAPI

0.35%

Winner

BGRN

0.20%

Max Drawdown

Winner

HAPI

19.46%

BGRN

21.52%

Sharpe Ratio

Winner

HAPI

1.39

BGRN

0.27

5Y Beta

HAPI

0.95

Winner

BGRN

0.07

P/E Ratio

HAPI

27.07

BGRN

N/A

Forward P/E

HAPI

22.12

BGRN

N/A

PEG Ratio

HAPI

0.52

BGRN

N/A

5Y Dividends CAGR

HAPI

N/A

BGRN

39.66%

5Y EPS CAGR

HAPI

24.01%

BGRN

N/A

Debt to Equity

HAPI

57.61%

BGRN

N/A

P/S Ratio

HAPI

4.41

BGRN

N/A

P/B Ratio

HAPI

5.80

BGRN

N/A

HAPI vs BGRN - Historical Returns

Returns include dividend reinvestment.

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

Winner

HAPI

+1.88%

BGRN

-0.09%

Winner

HAPI

+6.39%

BGRN

-0.42%

Winner

HAPI

+8.02%

BGRN

+0.40%

Winner

HAPI

+21.48%

BGRN

+4.63%

5Y(CAGR)

HAPI

N/A

BGRN

+0.49%

Max(CAGR)

Winner

HAPI

+24.25%

BGRN

+2.21%

HAPI vs BGRN - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

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

HAPI vs BGRN Drawdown Comparison

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

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

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

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