HAPI vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricHAPIVXUSWinner
Expense Ratio0.35%0.05%
AUM$484M$156.5B
Dividend Yield0.80%2.60%
Holdings1558,747
YTD Return+12.81%+13.57%
1Y Return+20.30%+28.78%
3Y Return (annualized)+21.37%+18.63%
5Y Return (annualized)-+9.05%
Volatility (annualized)12.7%15.1%
Max Drawdown-19.5%-39.9%
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
InceptionOct 12, 2022Jan 26, 2011

HAPI vs VXUS Performance

Harbor Human Capital Factor US Large Cap ETF (HAPI) is a ETF from Harbor Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year HAPI returned +20.30% while VXUS returned +28.78%. Year to date, HAPI is up 12.81% versus a gain of 13.57% for VXUS.

Over three years, HAPI compounded at +21.37% per year against +18.63% for VXUS. Across the full 4-year window we track, HAPI has the edge at +24.69% annualized vs +4.80%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.7% for HAPI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -19.5% for HAPI and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HAPI charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, HAPI currently yields 0.80% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

HAPI and VXUS share 1 holdings out of 8015 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HAPIWeight in VXUSDifference
SRE0.43%0.00%0.43%

Frequently Asked Questions

Which is cheaper, HAPI or VXUS?

HAPI has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, HAPI or VXUS?

Over the past year HAPI returned +20.30% vs +28.78% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), HAPI annualized +24.69% vs +4.80% for VXUS. Past performance does not guarantee future results.

Which is riskier, HAPI or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 12.7% for HAPI. Worst drawdown: HAPI -19.5% vs VXUS -39.9%.

Should I hold both HAPI and VXUS?

HAPI and VXUS have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HAPI and VXUS?

HAPI and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 8015 unique securities.

Which pays a higher dividend, HAPI or VXUS?

HAPI yields 0.80% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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