HAPSvsXJRETF Comparison
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Harbor Human Capital Factor US Small Cap ETF (HAPS) belongs to the US Large Cap segment. iShares ESG Select Screened S&P Small-Cap ETF (XJR) is part of the US Small Cap segment. HAPS's top 3 sector exposures are Financials, Health Care and Information Technology. In contrast, XJR's top sector exposures are Financials, Industrials and Information Technology. HAPS is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.12% for XJR. HAPS is up 8.67% year-to-date (YTD) with -$241K in YTD flows. XJR performs better with 13.36% YTD performance, and +$16M in YTD flows. Run a side-by-side ETF comparison of HAPS and XJR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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HAPS vs XJR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HAPS XJR | +10.89%+11.02% | +4.15%+6.77% | +8.67%+13.36% | +32.24%+34.98% | +39.20%+50.44% | n/a+29.66% |
| Flows | HAPS XJR | +$52K+$2M | -$241K+$13M | -$241K+$16M | +$1M+$12M | +$79M+$60M | -+$98M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HAPS XJR | +18.73%+18.95% | +17.55%+18.23% | +21.14%+20.62% | n/a+21.47% |
| Max drawdown | HAPS XJR | -9.59%-9.43% | -10.02%-9.43% | -27.24%-27.00% | n/a-27.00% |
| Max drawdown duration | HAPS XJR | 64d62d | 83d62d | 393d409d | n/a409d |
Trading data
HAPS | XJR | |
Last sale 4/27/2026 at 1:30 PM | $34.30 | $48.19 |
| Previous close 04/24/2026 | $34.10 | $48.15 |
| Consolidated volume 04/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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HAPS | XJR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/27/2026 at 1:30 PM
Live
Closed
HAPS | XJR | |
|---|---|---|
| Last price | $34.30 | $48.19 |
| 1D performance | +0.58% | +0.07% |
| AuM | $156.01 M | $134.84 M |
| E/R | 0.6% | 0.12% |
Characteristics
HAPS | XJR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Harbor Capital | iShares |
| Benchmark | Human Capital Factor Small Cap Index | S&P SmallCap 600 Sustainability Screened Index |
| N° of holdings | 182 | 519 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 12, 2023 | September 22, 2020 |
| ESG | Yes | Yes |
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Exposure
Countries
HAPS
USA
89.02%
Other
10.98%
XJR
USA
98.08%
Other
1.92%
Sectors
HAPS
Financials
17.19%
Health Care
15.56%
Information Techn.
14.69%
Industrials
12.11%
Consumer Discreti.
8.42%
Other
32.02%
XJR
Financials
17.61%
Industrials
16.61%
Information Techn.
14.62%
Consumer Discreti.
14.2%
Health Care
11.02%
Other
25.94%
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Diversification
HAPS
Total weight of top 15 holdings out of 15
23.44%
XJR
Total weight of top 15 holdings out of 15
9.42%
Top 15 holdings
Data as of March 31, 2026
HAPS
MAGNOLIA OIL AND GAS CORP
2.48%
PHILLIPS EDISON AND COMPANY
2.06%
KYMERA THERAPEUTICS
2.00%
RHYTHM PHARMACEUTICALS INC
1.86%
SENSIENT TECHNOLOGIES
1.54%
CHEMOURS CO
1.50%
AVNET
1.45%
TARSUS PHARMACEUTICALS
1.45%
RESIDEO TECHNOLOGIES
1.44%
TRAVEL PLUS LEISURE CO
1.32%
GATX
1.31%
APPLE HOSPITALITY REIT INC
1.28%
ARCHROCK
1.27%
PIPER SANDLER COMPANIES
1.25%
ULTRAGENYX PHARMA
1.23%
XJR
US0669224778
1.78%
ELEMENT SOLUTIONS INC
0.58%
PRIMORIS SERVICES
0.58%
VIAVI SOLUTIONS INC
0.58%
FORMFACTOR
0.56%
LKQ
0.56%
JACKSON FINANCIAL INC
0.56%
ESCO TECHNOLOGIES
0.55%
CELANESE SR
0.54%
SEMTECH
0.53%
ARMSTRONG WORLD INDUSTRIES
0.53%
SANMINA CORP
0.53%
AIR LEASE
0.51%
DIGITALOCEAN HOLDINGS
0.51%
KRYSTAL BIOTECH INC
0.50%
Frequently asked questions about HAPS and XJR
How have the HAPS and XJR ETFs performed in 2026?
As of April 24, 2026, HAPS is up 8.67% year-to-date (YTD), while XJR has returned 13.36%. That puts XJR better performer ahead so far this year.
Which ETF is attracting more investor money: HAPS or XJR?
Year-to-date, the HAPS ETF saw -$241K in flows, compared to +$16M for XJR.
Which ETF is more volatile: HAPS or XJR?
Over the past year, HAPS had a volatility of 17.55%, while XJR experienced 18.23%.
Which ETF is bigger: HAPS or XJR?
As of April 24, 2026, HAPS holds $156.01 M in assets under management (AUM), while XJR manages $134.84 M.
What sectors do the HAPS and XJR ETFs invest in?
HAPS leans toward sectors like Financials, Health Care and Information Technology. Meanwhile, XJR focuses on Financials, Industrials and Information Technology.
What are the top holdings of the HAPS ETF and XJR ETF?
HAPS top holdings include MAGNOLIA OIL AND GAS CORP, PHILLIPS EDISON AND COMPANY and KYMERA THERAPEUTICS. XJR holds in its top three: US0669224778, ELEMENT SOLUTIONS INC and PRIMORIS SERVICES.
Which ETF is more diversified: HAPS or XJR?
HAPS holds 183 securities with 23.44% of its assets in the top 15. XJR has 552 securities and a top 15 weight of 9.42%.
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Latest news about HAPS & XJR
First Trust Launches the First Trust Emerging Markets Human Flourishing ETF
November 29, 2023
HAPS
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