HAPI vs BSJT
Comparison between HARBOR HUMAN CAPITAL FACTOR US LARGE CAP ETF (HAPI, ETF) and Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT, ETF).
HAPI vs BSJT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HAPI
$470M
BSJT
$470M
Expense Ratio
Winner
HAPI
0.35%
BSJT
0.42%
Max Drawdown
Winner
HAPI
19.46%
BSJT
23.60%
Sharpe Ratio
Winner
HAPI
1.39
BSJT
0.69
5Y Beta
HAPI
0.95
Winner
BSJT
0.21
P/E Ratio
HAPI
27.07
BSJT
N/A
Forward P/E
HAPI
22.12
BSJT
N/A
PEG Ratio
HAPI
0.52
BSJT
N/A
5Y EPS CAGR
HAPI
24.01%
BSJT
N/A
Debt to Equity
HAPI
57.61%
BSJT
N/A
P/S Ratio
HAPI
4.41
BSJT
N/A
P/B Ratio
HAPI
5.80
BSJT
N/A
HAPI vs BSJT - Holdings Comparison
HAPI and BSJT have 1 common holdings. Overlap is -0.01%
HAPI's top 25 holdings weight is 63.58%. BSJT's top 25 holdings weight is 23.99%.
| Rank | HAPI | BSJT |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 6.13% | ECHOSTAR CORP. 10.75% (n/a) - 2.63% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 5.84% | TIBCO SOFTWARE INC 6.5% (n/a) - 1.74% |
| #3 | APPLE INC (AAPL) - 5.54% | CLOUD SOFTWARE GROUP INC. 9% (n/a) - 1.67% |
| #4 | NVIDIA CORP (NVDA) - 5.40% | VENTURE GLOBAL LNG INC. 9.5% (n/a) - 1.43% |
| #5 | MICROSOFT CORP (MSFT) - 4.76% | n/a (n/a) - 1.31% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.40% | TRANSDIGM, INC. 6.375% (n/a) - 1.23% |
| #7 | CISCO SYSTEMS INC (CSCO) - 3.36% | NEPTUNE BIDCO US INC. 9.29% (n/a) - 1.17% |
| #8 | JPMORGAN CHASE & CO (JPM) - 2.84% | STAPLES, INC. 10.75% (n/a) - 1.03% |
| #9 | NETFLIX INC (NFLX) - 2.79% | n/a (n/a) - 0.99% |
| #10 | ELI LILLY AND CO (LLY) - 2.25% | RAKUTEN GROUP INC. 9.75% (n/a) - 0.97% |
| #11 | CHEVRON CORP (CVX) - 1.88% | n/a (n/a) - 0.92% |
| #12 | KLA CORP (KLAC) - 1.83% | INGRAM MICRO INC. 4.75% (n/a) - 0.86% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.64% | n/a (n/a) - 0.79% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.41% | COMSTOCK RESOURCES, INC. 6.75% (n/a) - 0.70% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.37% | PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 0.69% |
| #16 | PROCTER & GAMBLE CO (PG) - 1.36% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.64% |
| #17 | SALESFORCE INC (CRM) - 1.31% | n/a (n/a) - 0.62% |
| #18 | JOHNSON & JOHNSON (JNJ) - 1.30% | ALTICE FINANCING S.A. 5.75% (n/a) - 0.62% |
| #19 | MARVELL TECHNOLOGY INC (MRVL) - 1.27% | VIRGIN MEDIA SECURED FINANCE PLC 5.5% (n/a) - 0.60% |
| #20 | CATERPILLAR INC (CAT) - 1.26% | TENET HEALTHCARE CORPORATION 4.25% (n/a) - 0.60% |
| #21 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.16% | n/a (n/a) - 0.57% |
| #22 | ARISTA NETWORKS INC (ANET) - 1.15% | DISCOVERY GLOBAL HOLDINGS INC. 4.054% (n/a) - 0.57% |
| #23 | BANK OF AMERICA CORP (BAC) - 1.13% | DISH DBS CORPORATION 5.125% (n/a) - 0.56% |
| #24 | GE AEROSPACE (GE) - 1.13% | SIRIUS XM RADIO LLC 5.5% (n/a) - 0.55% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 1.07% | ITT HOLDINGS LLC 6.5% (n/a) - 0.53% |
| Total Holdings | 155 | 322 |
HAPI vs BSJT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HAPI
+1.88%
BSJT
+0.14%
3M
Winner
HAPI
+6.39%
BSJT
+1.30%
6M
Winner
HAPI
+8.02%
BSJT
+1.41%
1Y
Winner
HAPI
+21.48%
BSJT
+6.24%
5Y(CAGR)
HAPI
N/A
BSJT
+2.62%
Max(CAGR)
Winner
HAPI
+24.25%
BSJT
+2.62%
HAPI vs BSJT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | HAPI | BSJT |
|---|---|---|
| 2026 | +7.43% | +0.86% |
| 2025 | +16.30% | +7.39% |
| 2024 | +28.44% | +8.75% |
| 2023 | +30.57% | +13.25% |
| 2022 | +6.16% | -14.68% |
| 2021 | N/A | -0.52% |
HAPI vs BSJT Drawdown Comparison
The maximum drawdown for HAPI was -19.46%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for BSJT was -19.62%, occurring on Sep 27, 2022. Recovery took 708 trading sessions.
The current HAPI drawdown is -2.09%. The current BSJT drawdown is -0.35%.
| Rank | HAPI | BSJT |
|---|---|---|
| #1 | -19.46% Feb 19, 2025 - Jun 26, 2025 | -19.62% Sep 15, 2021 - Jul 11, 2024 |
| #2 | -9.41% Jul 16, 2024 - Sep 19, 2024 | -5.59% Feb 28, 2025 - Jun 3, 2025 |
| #3 | -9.27% Jul 28, 2023 - Nov 20, 2023 | -2.47% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -8.12% Jan 12, 2026 - Apr 14, 2026 | -1.88% Dec 6, 2024 - Jan 24, 2025 |
| #5 | -7.30% Feb 2, 2023 - Apr 13, 2023 | -1.50% Sep 19, 2024 - Nov 29, 2024 |
| #6 | -7.02% Dec 1, 2022 - Jan 26, 2023 | -1.20% Sep 29, 2025 - Oct 24, 2025 |
| #7 | -5.77% Mar 28, 2024 - May 15, 2024 | -1.15% Jul 31, 2024 - Aug 14, 2024 |
| #8 | -5.06% Oct 27, 2025 - Dec 23, 2025 | -1.06% Oct 27, 2025 - Nov 25, 2025 |
| #9 | -4.39% Oct 28, 2022 - Nov 10, 2022 | -0.80% May 6, 2026 - May 29, 2026 |
| #10 | -4.34% Dec 11, 2024 - Jan 23, 2025 | -0.66% Feb 6, 2025 - Feb 14, 2025 |
| #11 | -2.49% Oct 6, 2025 - Oct 20, 2025 | -0.58% Jul 16, 2024 - Jul 30, 2024 |
| #12 | -2.49% Oct 18, 2024 - Nov 6, 2024 | -0.56% Jun 12, 2025 - Jun 20, 2025 |
| #13 | -2.46% May 1, 2023 - May 17, 2023 | -0.56% Jun 30, 2025 - Jul 22, 2025 |
| #14 | -2.43% Jun 15, 2023 - Jun 30, 2023 | -0.49% Apr 27, 2026 - May 6, 2026 |
| #15 | -2.41% Oct 13, 2022 - Oct 17, 2022 | -0.48% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between HAPI and BSJT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2021 - 2026)
HAPI vs BSJT dividend yield comparison.
| Year | HAPI | BSJT |
|---|---|---|
| 2026 | 0.00% | 2.72% |
| 2025 | 0.87% | 6.77% |
| 2024 | 0.21% | 6.65% |
| 2023 | 1.21% | 6.42% |
| 2022 | 0.29% | 5.45% |
| 2021 | 0.00% | 1.20% |
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