JPRE vs HAPI
Comparison between JPMORGAN REALTY INCOME ETF (JPRE, ETF) and HARBOR HUMAN CAPITAL FACTOR US LARGE CAP ETF (HAPI, ETF).
JPRE vs HAPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPRE
$481M
Winner
HAPI
$484M
Expense Ratio
JPRE
0.50%
Winner
HAPI
0.35%
Max Drawdown
JPRE
31.13%
Winner
HAPI
19.46%
Sharpe Ratio
JPRE
0.81
Winner
HAPI
1.05
5Y Beta
Winner
JPRE
0.43
HAPI
0.94
P/E Ratio
JPRE
44.39
Winner
HAPI
27.46
Forward P/E
JPRE
39.02
Winner
HAPI
21.95
PEG Ratio
Winner
JPRE
0.44
HAPI
0.54
5Y EPS CAGR
JPRE
9.38%
Winner
HAPI
23.88%
Debt to Equity
JPRE
84.11%
Winner
HAPI
51.99%
P/S Ratio
JPRE
7.47
Winner
HAPI
4.45
P/B Ratio
Winner
JPRE
3.02
HAPI
5.91
JPRE vs HAPI - Holdings Comparison
JPRE and HAPI have 4 common holdings. Overlap is 1.31%
JPRE's top 25 holdings weight is 89.49%. HAPI's top 25 holdings weight is 63.29%.
| Rank | JPRE | HAPI |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.85% | AMAZON.COM INC (AMZN) - 5.59% |
| #2 | PROLOGIS INC (PLD) - 9.90% | ALPHABET INC CLASS A (GOOGL) - 5.43% |
| #3 | EQUINIX INC (EQIX) - 8.94% | APPLE INC (AAPL) - 5.29% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 6.78% | NVIDIA CORP (NVDA) - 4.97% |
| #5 | VENTAS INC (VTR) - 6.01% | META PLATFORMS INC CLASS A (META) - 4.40% |
| #6 | AMERICAN TOWER CORP (AMT) - 5.69% | MICROSOFT CORP (MSFT) - 4.40% |
| #7 | SIMON PROPERTY GROUP INC (SPG) - 3.96% | CISCO SYSTEMS INC (CSCO) - 3.33% |
| #8 | REGENCY CENTERS CORP (REG) - 3.36% | JPMORGAN CHASE & CO (JPM) - 3.10% |
| #9 | HEALTHPEAK PROPERTIES INC (DOC) - 2.78% | ELI LILLY AND CO (LLY) - 2.53% |
| #10 | ESSEX PROPERTY TRUST INC (ESS) - 2.70% | KLA CORP (KLAC) - 2.42% |
| #11 | CROWN CASTLE INC (CCI) - 2.54% | NETFLIX INC (NFLX) - 2.36% |
| #12 | PUBLIC STORAGE (PSA) - 2.50% | LAM RESEARCH CORP (LRCX) - 1.71% |
| #13 | EASTGROUP PROPERTIES INC (EGP) - 2.49% | CHEVRON CORP (CVX) - 1.69% |
| #14 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.34% | MARVELL TECHNOLOGY INC (MRVL) - 1.66% |
| #15 | UDR INC (UDR) - 2.34% | COSTCO WHOLESALE CORP (COST) - 1.51% |
| #16 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.10% | MASTERCARD INC CLASS A (MA) - 1.46% |
| #17 | INVITATION HOMES INC (INVH) - 1.78% | JOHNSON & JOHNSON (JNJ) - 1.43% |
| #18 | DOUGLAS EMMETT INC (DEI) - 1.70% | PROCTER & GAMBLE CO (PG) - 1.40% |
| #19 | KIMCO REALTY CORP (KIM) - 1.59% | CATERPILLAR INC (CAT) - 1.38% |
| #20 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.51% | GE AEROSPACE (GE) - 1.35% |
| #21 | CUBESMART (CUBE) - 1.36% | BANK OF AMERICA CORP (BAC) - 1.27% |
| #22 | MACERICH CO (MAC) - 1.35% | ARISTA NETWORKS INC (ANET) - 1.22% |
| #23 | COUSINS PROPERTIES INC (CUZ) - 1.34% | SALESFORCE INC (CRM) - 1.19% |
| #24 | HOST HOTELS & RESORTS INC (HST) - 1.34% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.13% |
| #25 | CBRE GROUP INC CLASS A (CBRE) - 1.24% | ABBVIE INC (ABBV) - 1.07% |
| Total Holdings | 38 | 157 |
JPRE vs HAPI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPRE
+4.25%
HAPI
+1.04%
3M
Winner
JPRE
+6.18%
HAPI
+4.23%
6M
Winner
JPRE
+13.80%
HAPI
+8.40%
1Y
JPRE
+14.78%
Winner
HAPI
+16.69%
5Y(CAGR)
JPRE
+6.54%
HAPI
N/A
Max(CAGR)
JPRE
+6.54%
Winner
HAPI
+23.65%
JPRE vs HAPI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | JPRE | HAPI |
|---|---|---|
| 2026 | +16.63% | +8.41% |
| 2025 | +2.45% | +16.30% |
| 2024 | +6.47% | +28.44% |
| 2023 | +13.26% | +30.57% |
| 2022 | -9.83% | +6.16% |
JPRE vs HAPI Drawdown Comparison
The maximum drawdown for JPRE was -23.82%, occurring on Oct 14, 2022. Recovery took 482 trading sessions.
The maximum drawdown for HAPI was -19.46%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current JPRE drawdown is -0.02%. The current HAPI drawdown is -1.19%.
| Rank | JPRE | HAPI |
|---|---|---|
| #1 | -23.82% Aug 15, 2022 - Jul 17, 2024 | -19.46% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -16.26% Sep 16, 2024 - Feb 12, 2026 | -9.41% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -12.17% May 27, 2022 - Aug 10, 2022 | -9.27% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -7.70% Feb 17, 2026 - Apr 16, 2026 | -8.12% Jan 12, 2026 - Apr 14, 2026 |
| #5 | -3.78% May 26, 2026 - Jun 10, 2026 | -7.30% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -3.01% Jun 12, 2026 - Jun 26, 2026 | -7.02% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -2.90% Aug 2, 2024 - Aug 14, 2024 | -5.77% Mar 28, 2024 - May 15, 2024 |
| #8 | -2.82% Apr 20, 2026 - May 6, 2026 | -5.06% Oct 27, 2025 - Dec 23, 2025 |
| #9 | -2.66% May 6, 2026 - May 20, 2026 | -4.39% Oct 28, 2022 - Nov 10, 2022 |
| #10 | -2.39% Jun 26, 2026 - Jul 16, 2026 | -4.34% Dec 11, 2024 - Jan 23, 2025 |
| #11 | -2.07% Jul 23, 2024 - Jul 29, 2024 | -3.66% Jun 4, 2026 - Jun 10, 2026 |
| #12 | -0.93% Jul 17, 2024 - Jul 23, 2024 | -2.49% Oct 6, 2025 - Oct 20, 2025 |
| #13 | -0.66% Aug 14, 2024 - Aug 20, 2024 | -2.49% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -0.57% Jul 16, 2026 - Jul 20, 2026 | -2.46% May 1, 2023 - May 17, 2023 |
| #15 | -0.34% Aug 10, 2022 - Aug 12, 2022 | -2.43% Jun 15, 2023 - Jun 30, 2023 |
Correlation
Correlation between JPRE and HAPI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2022 - 2026)
JPRE vs HAPI dividend yield comparison.
| Year | JPRE | HAPI |
|---|---|---|
| 2026 | 0.83% | 0.00% |
| 2025 | 2.62% | 0.87% |
| 2024 | 2.21% | 0.21% |
| 2023 | 3.26% | 1.21% |
| 2022 | 10.60% | 0.29% |
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