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HAPS
+2.05 · +6.72%
$32.47 · NYSE ARCA

Harbor ETF Trust (HAPS) ETF Analysis | Small Blend

Harbor Capital Advisors Inc · USA
AUM:$146.6M
#– of – in Small Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 10.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.

What is HAPS?

The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 200 small cap U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
HAPS returned 10.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 17.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$146.6M
Expense Ratio0.60%
Dividend Yield0.55%
Holdings50
Inception DateApr 2023
Domicile–
Distribution–
Index–
ProviderHarbor Capital Advisors Inc
Beta–
CategorySmall Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+18.6%
1Y
+25.0%
3Y
+52.4%
5Y
+55.6%
OpenBook InsightIf you had invested £10,000 in HAPS 5 years ago, it would have grown to £15,564 — a gain of £5,564.

Annual Returns

Calendar year performance

HAPS delivered positive returns in 4 of the last 4 calendar years.
YearHAPS
2026 YTD+22.5%
2025+8.3%
2024+5.4%
2023+12.4%
CAGR 3yr+8.7%
4/4 positive yearsAvg return: +12.2%Worst year: +5.4% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.4%
Low
Momentum
+3.3%
30-day change
Support Level
37.98
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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