IBHI vs HAPI
Comparison between ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF (IBHI, ETF) and HARBOR HUMAN CAPITAL FACTOR US LARGE CAP ETF (HAPI, ETF).
IBHI vs HAPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBHI
$484M
HAPI
$484M
Expense Ratio
IBHI
0.35%
HAPI
0.35%
Max Drawdown
Winner
IBHI
16.35%
HAPI
19.46%
Sharpe Ratio
IBHI
0.50
Winner
HAPI
1.05
5Y Beta
Winner
IBHI
0.23
HAPI
0.94
P/E Ratio
IBHI
N/A
HAPI
27.46
Forward P/E
IBHI
N/A
HAPI
21.95
PEG Ratio
IBHI
N/A
HAPI
0.54
5Y EPS CAGR
IBHI
N/A
HAPI
23.88%
Debt to Equity
IBHI
N/A
HAPI
51.99%
P/S Ratio
IBHI
N/A
HAPI
4.45
P/B Ratio
IBHI
N/A
HAPI
5.91
IBHI vs HAPI - Holdings Comparison
IBHI and HAPI have 1 common holdings. Overlap is -0.09%
IBHI's top 25 holdings weight is 21.73%. HAPI's top 25 holdings weight is 63.29%.
| Rank | IBHI | HAPI |
|---|---|---|
| #1 | ECHOSTAR CORP. 10.75% (n/a) - 2.13% | AMAZON.COM INC (AMZN) - 5.59% |
| #2 | TIBCO SOFTWARE INC 6.5% (n/a) - 1.45% | ALPHABET INC CLASS A (GOOGL) - 5.43% |
| #3 | CLOUD SOFTWARE GROUP INC. 9% (n/a) - 1.43% | APPLE INC (AAPL) - 5.29% |
| #4 | CENTENE CORP. 4.625% (n/a) - 1.26% | NVIDIA CORP (NVDA) - 4.97% |
| #5 | VENTURE GLOBAL LNG INC. 9.5% (n/a) - 1.25% | META PLATFORMS INC CLASS A (META) - 4.40% |
| #6 | n/a (n/a) - 1.11% | MICROSOFT CORP (MSFT) - 4.40% |
| #7 | n/a (n/a) - 1.10% | CISCO SYSTEMS INC (CSCO) - 3.33% |
| #8 | TRANSDIGM, INC. 6.375% (n/a) - 1.03% | JPMORGAN CHASE & CO (JPM) - 3.10% |
| #9 | NEPTUNE BIDCO US INC. 9.29% (n/a) - 1.00% | ELI LILLY AND CO (LLY) - 2.53% |
| #10 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.00% | KLA CORP (KLAC) - 2.42% |
| #11 | MEDLINE BORROWER LP 5.25% (n/a) - 0.92% | NETFLIX INC (NFLX) - 2.36% |
| #12 | STAPLES, INC. 10.75% (n/a) - 0.86% | LAM RESEARCH CORP (LRCX) - 1.71% |
| #13 | RAKUTEN GROUP INC. 9.75% (n/a) - 0.80% | CHEVRON CORP (CVX) - 1.69% |
| #14 | n/a (n/a) - 0.79% | MARVELL TECHNOLOGY INC (MRVL) - 1.66% |
| #15 | INGRAM MICRO INC. 4.75% (n/a) - 0.72% | COSTCO WHOLESALE CORP (COST) - 1.51% |
| #16 | n/a (n/a) - 0.67% | MASTERCARD INC CLASS A (MA) - 1.46% |
| #17 | PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 0.59% | JOHNSON & JOHNSON (JNJ) - 1.43% |
| #18 | n/a (n/a) - 0.54% | PROCTER & GAMBLE CO (PG) - 1.40% |
| #19 | NCR ATLEOS CORP. 9.5% (n/a) - 0.53% | CATERPILLAR INC (CAT) - 1.38% |
| #20 | n/a (n/a) - 0.52% | GE AEROSPACE (GE) - 1.35% |
| #21 | ALTICE FINANCING S.A. 5.75% (n/a) - 0.51% | BANK OF AMERICA CORP (BAC) - 1.27% |
| #22 | n/a (n/a) - 0.47% | ARISTA NETWORKS INC (ANET) - 1.22% |
| #23 | WYNN MACAU LTD. 5.125% (n/a) - 0.35% | SALESFORCE INC (CRM) - 1.19% |
| #24 | MUVICO LLC 9% (n/a) - 0.35% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.13% |
| #25 | U S ACUTE CARE SOLUTIONS LLC 9.75% (n/a) - 0.35% | ABBVIE INC (ABBV) - 1.07% |
| Total Holdings | 334 | 157 |
IBHI vs HAPI - Historical Returns
Returns include dividend reinvestment.
1M
IBHI
+0.09%
Winner
HAPI
+1.04%
3M
IBHI
+0.83%
Winner
HAPI
+4.23%
6M
IBHI
+1.40%
Winner
HAPI
+8.40%
1Y
IBHI
+5.45%
Winner
HAPI
+16.69%
5Y(CAGR)
IBHI
+5.13%
HAPI
N/A
Max(CAGR)
IBHI
+5.13%
Winner
HAPI
+23.65%
IBHI vs HAPI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IBHI | HAPI |
|---|---|---|
| 2026 | +1.98% | +8.41% |
| 2025 | +7.65% | +16.30% |
| 2024 | +9.25% | +28.44% |
| 2023 | +13.57% | +30.57% |
| 2022 | -8.53% | +6.16% |
IBHI vs HAPI Drawdown Comparison
The maximum drawdown for IBHI was -13.65%, occurring on Sep 30, 2022. Recovery took 422 trading sessions.
The maximum drawdown for HAPI was -19.46%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current IBHI drawdown is -0.17%. The current HAPI drawdown is -1.19%.
| Rank | IBHI | HAPI |
|---|---|---|
| #1 | -13.65% Mar 29, 2022 - Dec 1, 2023 | -19.46% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -5.73% Feb 28, 2025 - May 30, 2025 | -9.41% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -2.52% Mar 27, 2024 - May 15, 2024 | -9.27% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -2.13% Mar 10, 2022 - Mar 17, 2022 | -8.12% Jan 12, 2026 - Apr 14, 2026 |
| #5 | -2.11% Feb 2, 2026 - Apr 8, 2026 | -7.30% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -1.92% Dec 9, 2024 - Jan 21, 2025 | -7.02% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -1.72% Dec 27, 2023 - Jan 30, 2024 | -5.77% Mar 28, 2024 - May 15, 2024 |
| #8 | -1.38% Feb 1, 2024 - Mar 7, 2024 | -5.06% Oct 27, 2025 - Dec 23, 2025 |
| #9 | -1.31% Sep 22, 2025 - Oct 24, 2025 | -4.39% Oct 28, 2022 - Nov 10, 2022 |
| #10 | -1.30% Jul 31, 2024 - Aug 14, 2024 | -4.34% Dec 11, 2024 - Jan 23, 2025 |
| #11 | -1.14% Sep 20, 2024 - Nov 7, 2024 | -3.66% Jun 4, 2026 - Jun 10, 2026 |
| #12 | -1.12% May 15, 2024 - Jun 5, 2024 | -2.49% Oct 6, 2025 - Oct 20, 2025 |
| #13 | -1.10% Oct 27, 2025 - Nov 26, 2025 | -2.49% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -1.04% Mar 18, 2022 - Mar 29, 2022 | -2.46% May 1, 2023 - May 17, 2023 |
| #15 | -0.88% Nov 11, 2024 - Nov 29, 2024 | -2.43% Jun 15, 2023 - Jun 30, 2023 |
Correlation
Correlation between IBHI and HAPI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
IBHI vs HAPI dividend yield comparison.
| Year | IBHI | HAPI |
|---|---|---|
| 2026 | 3.30% | 0.00% |
| 2025 | 6.79% | 0.87% |
| 2024 | 6.66% | 0.21% |
| 2023 | 6.48% | 1.21% |
| 2022 | 5.26% | 0.29% |
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