MPV vs HAPS
Comparison between Barings Participation Investors (MPV, ETF) and HARBOR HUMAN CAPITAL FACTOR US SMALL CAP ETF (HAPS, ETF).
MPV vs HAPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MPV
$161M
HAPS
$160M
Expense Ratio
MPV
N/A
HAPS
0.61%
Max Drawdown
MPV
58.06%
Winner
HAPS
27.96%
Sharpe Ratio
MPV
0.10
Winner
HAPS
1.28
5Y Beta
Winner
MPV
0.17
HAPS
1.02
P/E Ratio
MPV
N/A
HAPS
59.04
Forward P/E
MPV
N/A
HAPS
11.39
5Y Dividends CAGR
MPV
18.25%
HAPS
N/A
5Y EPS CAGR
MPV
N/A
HAPS
8.95%
Debt to Equity
MPV
N/A
HAPS
104.80%
P/S Ratio
MPV
N/A
HAPS
1.10
P/B Ratio
MPV
N/A
HAPS
2.04
MPV vs HAPS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MPV
+4.82%
HAPS
+4.82%
3M
MPV
-5.25%
Winner
HAPS
+17.35%
6M
MPV
-8.05%
Winner
HAPS
+11.43%
1Y
MPV
-1.27%
Winner
HAPS
+29.77%
5Y(CAGR)
MPV
+13.90%
HAPS
N/A
10Y(CAGR)
MPV
+9.85%
HAPS
N/A
Max(CAGR)
MPV
+10.48%
Winner
HAPS
+12.45%
MPV vs HAPS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MPV | HAPS |
|---|---|---|
| 2026 | +6.97% | +14.13% |
| 2025 | +0.65% | +8.30% |
| 2024 | +23.57% | +5.37% |
| 2023 | +38.90% | +12.43% |
| 2022 | -8.74% | N/A |
| 2021 | +32.50% | N/A |
| 2020 | -20.48% | N/A |
| 2019 | +13.29% | N/A |
| 2018 | +12.79% | N/A |
| 2017 | +7.17% | N/A |
| 2016 | +12.36% | N/A |
| 2015 | +12.35% | N/A |
| 2014 | +11.33% | N/A |
| 2013 | -2.17% | N/A |
| 2012 | -3.05% | N/A |
| 2011 | +22.51% | N/A |
| 2010 | +24.55% | N/A |
| 2009 | +42.89% | N/A |
| 2008 | -22.37% | N/A |
| 2007 | -4.22% | N/A |
| 2006 | +17.46% | N/A |
| 2005 | +13.65% | N/A |
| 2004 | +24.17% | N/A |
| 2003 | +37.18% | N/A |
| 2002 | +10.96% | N/A |
| 2001 | -8.20% | N/A |
| 2000 | +20.22% | N/A |
| 1999 | +1.28% | N/A |
MPV vs HAPS Drawdown Comparison
The maximum drawdown for MPV was -54.02%, occurring on Mar 23, 2020. Recovery took 896 trading sessions.
The maximum drawdown for HAPS was -27.44%, occurring on Apr 8, 2025. Recovery took 270 trading sessions.
The current MPV drawdown is -10.32%.
| Rank | MPV | HAPS |
|---|---|---|
| #1 | -54.02% Feb 7, 2020 - Aug 30, 2023 | -27.44% Nov 11, 2024 - Dec 10, 2025 |
| #2 | -49.97% Mar 9, 2007 - May 13, 2010 | -19.39% Jul 31, 2023 - Dec 14, 2023 |
| #3 | -21.77% Aug 28, 2001 - May 16, 2003 | -10.01% Jan 22, 2026 - Apr 16, 2026 |
| #4 | -21.21% Nov 19, 1999 - Aug 21, 2000 | -9.86% Jul 31, 2024 - Sep 19, 2024 |
| #5 | -19.70% Nov 26, 2025 - Dec 31, 2025 | -9.57% Dec 27, 2023 - Jul 16, 2024 |
| #6 | -16.94% Aug 18, 2005 - Feb 16, 2006 | -5.94% Apr 17, 2023 - Jun 2, 2023 |
| #7 | -16.94% Sep 20, 2012 - Aug 15, 2014 | -5.19% Jun 13, 2023 - Jul 11, 2023 |
| #8 | -15.21% Feb 9, 2005 - May 27, 2005 | -4.61% May 6, 2026 - Jun 4, 2026 |
| #9 | -13.78% Feb 20, 2025 - May 27, 2025 | -4.12% Oct 16, 2024 - Nov 6, 2024 |
| #10 | -13.28% Jan 20, 2012 - Sep 19, 2012 | -3.59% Sep 19, 2024 - Oct 16, 2024 |
| #11 | -12.19% Sep 12, 2016 - Sep 26, 2017 | -3.27% Dec 11, 2025 - Jan 8, 2026 |
| #12 | -12.14% Aug 1, 2011 - Oct 14, 2011 | -2.99% Jul 16, 2024 - Jul 30, 2024 |
| #13 | -10.76% Mar 9, 2011 - Jul 8, 2011 | -2.40% Dec 19, 2023 - Dec 22, 2023 |
| #14 | -10.70% Jan 16, 2015 - May 18, 2015 | -2.25% Jul 19, 2023 - Jul 31, 2023 |
| #15 | -10.32% Jul 10, 2024 - Sep 16, 2024 | -2.14% Jan 15, 2026 - Jan 22, 2026 |
Correlation
Correlation between MPV and HAPS is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2000 - 2026)
MPV vs HAPS dividend yield comparison.
| Year | MPV | HAPS |
|---|---|---|
| 2026 | 2.13% | 0.00% |
| 2025 | 9.31% | 0.57% |
| 2024 | 9.19% | 0.72% |
| 2023 | 8.27% | 0.42% |
| 2022 | 6.98% | 0.00% |
| 2021 | 5.41% | 0.00% |
| 2020 | 6.73% | 0.00% |
| 2019 | 6.70% | 0.00% |
| 2018 | 7.18% | 0.00% |
| 2017 | 7.66% | 0.00% |
| 2016 | 7.61% | 0.00% |
| 2015 | 7.86% | 0.00% |
| 2014 | 8.16% | 0.00% |
| 2013 | 8.39% | 0.00% |
| 2012 | 7.76% | 0.00% |
| 2011 | 7.76% | 0.00% |
| 2010 | 7.20% | 0.00% |
| 2009 | 8.20% | 0.00% |
| 2008 | 11.05% | 0.00% |
| 2007 | 9.48% | 0.00% |
| 2006 | 8.10% | 0.00% |
| 2005 | 7.19% | 0.00% |
| 2004 | 8.26% | 0.00% |
| 2003 | 8.24% | 0.00% |
| 2002 | 9.15% | 0.00% |
| 2001 | 10.55% | 0.00% |
| 2000 | 9.41% | 0.00% |
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