HAPI vs JRI

Comparison between HARBOR HUMAN CAPITAL FACTOR US LARGE CAP ETF (HAPI, ETF) and Nuveen Real Asset Income and Growth Fund (JRI, ETF).

HAPI vs JRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HAPI(ETF)	JRI(ETF)
Net Assets	$487M	$488M
Expense Ratio	0.35%	N/A
Max Drawdown	19.46%	64.29%
Sharpe Ratio	1.25	0.54
5Y Beta	0.95	0.48
P/E Ratio	26.19	N/A
Forward P/E	21.68	N/A
PEG Ratio	0.50	N/A
5Y Dividends CAGR	N/A	8.48%
5Y EPS CAGR	24.23%	N/A
Debt to Equity	49.91%	N/A
P/S Ratio	4.34	N/A
P/B Ratio	5.76	N/A

Net Assets

HAPI

$487M

Winner

JRI

$488M

Expense Ratio

HAPI

0.35%

JRI

N/A

Max Drawdown

Winner

HAPI

19.46%

JRI

64.29%

Sharpe Ratio

Winner

HAPI

1.25

JRI

0.54

5Y Beta

HAPI

0.95

Winner

JRI

0.48

P/E Ratio

HAPI

26.19

JRI

N/A

Forward P/E

HAPI

21.68

JRI

N/A

PEG Ratio

HAPI

0.50

JRI

N/A

5Y Dividends CAGR

HAPI

N/A

JRI

8.48%

5Y EPS CAGR

HAPI

24.23%

JRI

N/A

Debt to Equity

HAPI

49.91%

JRI

N/A

P/S Ratio

HAPI

4.34

JRI

N/A

P/B Ratio

HAPI

5.76

JRI

N/A

HAPI vs JRI - Historical Returns

Returns include dividend reinvestment.

Period	HAPI	JRI
1 month	+1.58%	-1.54%
3 months	+9.36%	+1.96%
6 months	+8.27%	-0.03%
1 year	+20.17%	+10.48%
5 years(CAGR)	N/A	+5.45%
10 years(CAGR)	N/A	+7.04%
Max(CAGR)	+24.13%	+7.32%

Winner

HAPI

+1.58%

JRI

-1.54%

Winner

HAPI

+9.36%

JRI

+1.96%

Winner

HAPI

+8.27%

JRI

-0.03%

Winner

HAPI

+20.17%

JRI

+10.48%

5Y(CAGR)

HAPI

N/A

JRI

+5.45%

10Y(CAGR)

HAPI

N/A

JRI

+7.04%

Max(CAGR)

Winner

HAPI

+24.13%

JRI

+7.32%

HAPI vs JRI - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	HAPI	JRI
2026	+7.50%	-0.42%
2025	+16.30%	+26.60%
2024	+28.44%	+14.99%
2023	+30.57%	+8.60%
2022	+6.16%	-20.87%
2021	N/A	+31.52%
2020	N/A	-19.68%
2019	N/A	+44.37%
2018	N/A	-18.14%
2017	N/A	+20.55%
2016	N/A	+14.02%
2015	N/A	-12.34%
2014	N/A	+29.61%
2013	N/A	+6.11%
2012	N/A	-0.54%

HAPI vs JRI Drawdown Comparison

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

The maximum drawdown for JRI was -60.68%, occurring on Mar 18, 2020. Recovery took 1128 trading sessions.

The current HAPI drawdown is -2.02%. The current JRI drawdown is -2.56%.

Rank	HAPI	JRI
#1	-19.46% Feb 19, 2025 - Jun 26, 2025	-60.68% Feb 21, 2020 - Aug 15, 2024
#2	-9.41% Jul 16, 2024 - Sep 19, 2024	-29.66% Apr 28, 2015 - Aug 22, 2016
#3	-9.27% Jul 28, 2023 - Nov 20, 2023	-21.99% Aug 3, 2017 - Jun 6, 2019
#4	-8.12% Jan 12, 2026 - Apr 14, 2026	-14.64% May 2, 2012 - Jan 7, 2013
#5	-7.30% Feb 2, 2023 - Apr 13, 2023	-14.54% May 10, 2013 - Jan 21, 2014
#6	-7.02% Dec 1, 2022 - Jan 26, 2023	-13.74% Nov 29, 2024 - Apr 29, 2025
#7	-5.77% Mar 28, 2024 - May 15, 2024	-12.94% Oct 1, 2025 - Mar 23, 2026
#8	-5.06% Oct 27, 2025 - Dec 23, 2025	-12.82% Sep 8, 2016 - Mar 1, 2017
#9	-4.39% Oct 28, 2022 - Nov 10, 2022	-9.27% Dec 11, 2014 - Jan 12, 2015
#10	-4.34% Dec 11, 2024 - Jan 23, 2025	-7.66% Sep 10, 2014 - Nov 5, 2014
#11	-3.66% Jun 4, 2026 - Jun 10, 2026	-5.38% Jun 30, 2014 - Aug 13, 2014
#12	-2.49% Oct 6, 2025 - Oct 20, 2025	-4.29% Jan 29, 2015 - Apr 17, 2015
#13	-2.49% Oct 18, 2024 - Nov 6, 2024	-4.15% Sep 30, 2024 - Nov 27, 2024
#14	-2.46% May 1, 2023 - May 17, 2023	-3.44% Nov 10, 2014 - Dec 8, 2014
#15	-2.43% Jun 15, 2023 - Jun 30, 2023	-3.43% Jul 2, 2025 - Aug 15, 2025

Correlation

Correlation between HAPI and JRI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2012 - 2026)

HAPI vs JRI dividend yield comparison.

Year	HAPI	JRI
2026	0.00%	5.21%
2025	0.87%	11.77%
2024	0.21%	11.83%
2023	1.21%	9.18%
2022	0.29%	9.89%
2021	0.00%	7.18%
2020	0.00%	9.06%
2019	0.00%	7.05%
2018	0.00%	9.34%
2017	0.00%	7.21%
2016	0.00%	8.57%
2015	0.00%	10.33%
2014	0.00%	14.80%
2013	0.00%	20.27%
2012	0.00%	6.32%