HAPS vs BGX

Comparison between HARBOR HUMAN CAPITAL FACTOR US SMALL CAP ETF (HAPS, ETF) and Blackstone Long-Short Credit Income Fund (BGX, ETF).

HAPS vs BGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HAPS(ETF)	BGX(ETF)
Net Assets	$158M	$157M
Expense Ratio	0.61%	N/A
Max Drawdown	27.96%	58.00%
Sharpe Ratio	1.26	-0.84
5Y Beta	1.03	0.38
P/E Ratio	58.40	N/A
Forward P/E	11.59	N/A
5Y Dividends CAGR	N/A	0.32%
5Y EPS CAGR	9.53%	N/A
Debt to Equity	104.59%	N/A
P/S Ratio	1.05	N/A
P/B Ratio	2.01	N/A

Net Assets

Winner

HAPS

$158M

BGX

$157M

Expense Ratio

HAPS

0.61%

BGX

N/A

Max Drawdown

Winner

HAPS

27.96%

BGX

58.00%

Sharpe Ratio

Winner

HAPS

1.26

BGX

-0.84

5Y Beta

HAPS

1.03

Winner

BGX

0.38

P/E Ratio

HAPS

58.40

BGX

N/A

Forward P/E

HAPS

11.59

BGX

N/A

5Y Dividends CAGR

HAPS

N/A

BGX

0.32%

5Y EPS CAGR

HAPS

9.53%

BGX

N/A

Debt to Equity

HAPS

104.59%

BGX

N/A

P/S Ratio

HAPS

1.05

BGX

N/A

P/B Ratio

HAPS

2.01

BGX

N/A

HAPS vs BGX - Historical Returns

Returns include dividend reinvestment.

Period	HAPS	BGX
1 month	-0.70%	-0.64%
3 months	+7.71%	+2.25%
6 months	+10.09%	-5.14%
1 year	+26.43%	-3.70%
5 years(CAGR)	N/A	+3.31%
10 years(CAGR)	N/A	+6.14%
Max(CAGR)	+11.25%	+4.43%

HAPS

-0.70%

Winner

BGX

-0.64%

Winner

HAPS

+7.71%

BGX

+2.25%

Winner

HAPS

+10.09%

BGX

-5.14%

Winner

HAPS

+26.43%

BGX

-3.70%

5Y(CAGR)

HAPS

N/A

BGX

+3.31%

10Y(CAGR)

HAPS

N/A

BGX

+6.14%

Max(CAGR)

Winner

HAPS

+11.25%

BGX

+4.43%

HAPS vs BGX - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	HAPS	BGX
2026	+10.07%	-4.28%
2025	+8.30%	+0.63%
2024	+5.37%	+19.16%
2023	+12.43%	+17.83%
2022	N/A	-20.46%
2021	N/A	+17.54%
2020	N/A	-5.72%
2019	N/A	+22.67%
2018	N/A	-4.44%
2017	N/A	+7.68%
2016	N/A	+30.00%
2015	N/A	-6.69%
2014	N/A	-6.32%
2013	N/A	+1.40%
2012	N/A	+16.66%
2011	N/A	-9.62%

HAPS vs BGX Drawdown Comparison

The maximum drawdown for HAPS was -27.44%, occurring on Apr 8, 2025. Recovery took 270 trading sessions.

The maximum drawdown for BGX was -47.40%, occurring on Mar 18, 2020. Recovery took 331 trading sessions.

The current HAPS drawdown is -1.44%. The current BGX drawdown is -8.50%.

Rank	HAPS	BGX
#1	-27.44% Nov 11, 2024 - Dec 10, 2025	-47.40% Feb 20, 2020 - Jun 14, 2021
#2	-19.39% Jul 31, 2023 - Dec 14, 2023	-25.94% Nov 16, 2021 - Mar 21, 2024
#3	-10.01% Jan 22, 2026 - Apr 16, 2026	-24.82% Apr 17, 2013 - Sep 30, 2016
#4	-9.86% Jul 31, 2024 - Sep 19, 2024	-16.56% Aug 28, 2018 - Apr 10, 2019
#5	-9.57% Dec 27, 2023 - Jul 16, 2024	-16.23% May 18, 2011 - Aug 2, 2012
#6	-5.94% Apr 17, 2023 - Jun 2, 2023	-14.10% Dec 13, 2024 - Jul 14, 2025
#7	-5.19% Jun 13, 2023 - Jul 11, 2023	-12.43% Sep 5, 2025 - Mar 6, 2026
#8	-4.61% May 6, 2026 - Jun 4, 2026	-8.29% Oct 22, 2012 - Feb 1, 2013
#9	-4.12% Oct 16, 2024 - Nov 6, 2024	-7.51% Sep 11, 2019 - Jan 10, 2020
#10	-3.59% Sep 19, 2024 - Oct 16, 2024	-6.25% Jul 7, 2021 - Sep 29, 2021
#11	-3.27% Dec 11, 2025 - Jan 8, 2026	-4.68% May 6, 2019 - Jun 12, 2019
#12	-2.99% Jul 16, 2024 - Jul 30, 2024	-4.57% Oct 23, 2017 - Jan 26, 2018
#13	-2.40% Dec 19, 2023 - Dec 22, 2023	-4.12% Oct 26, 2016 - Nov 25, 2016
#14	-2.25% Jul 19, 2023 - Jul 31, 2023	-3.99% Jul 24, 2019 - Aug 20, 2019
#15	-2.14% Jan 15, 2026 - Jan 22, 2026	-3.91% Aug 1, 2024 - Aug 15, 2024

Correlation

Correlation between HAPS and BGX is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2011 - 2026)

HAPS vs BGX dividend yield comparison.

Year	HAPS	BGX
2026	0.00%	2.80%
2025	0.57%	8.87%
2024	0.72%	9.89%
2023	0.42%	11.71%
2022	0.00%	8.15%
2021	0.00%	7.01%
2020	0.00%	8.76%
2019	0.00%	9.35%
2018	0.00%	11.74%
2017	0.00%	7.12%
2016	0.00%	9.01%
2015	0.00%	8.72%
2014	0.00%	7.70%
2013	0.00%	7.53%
2012	0.00%	6.91%
2011	0.00%	6.33%