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GDIV vs. MEDI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GDIV vs. MEDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor Dividend Growth Leaders ETF (GDIV) and Harbor Health Care ETF (MEDI). The values are adjusted to include any dividend payments, if applicable.

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GDIV vs. MEDI - Yearly Performance Comparison


2026 (YTD)2025202420232022
GDIV
Harbor Dividend Growth Leaders ETF
1.38%10.81%14.83%16.45%-0.88%
MEDI
Harbor Health Care ETF
-5.40%27.11%0.58%24.87%2.60%

Returns By Period

In the year-to-date period, GDIV achieves a 1.38% return, which is significantly higher than MEDI's -5.40% return.


GDIV

1D
1.42%
1M
-5.19%
YTD
1.38%
6M
5.18%
1Y
16.98%
3Y*
13.79%
5Y*
10Y*

MEDI

1D
1.48%
1M
-5.60%
YTD
-5.40%
6M
2.20%
1Y
21.19%
3Y*
14.13%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GDIV vs. MEDI - Expense Ratio Comparison

GDIV has a 0.50% expense ratio, which is lower than MEDI's 0.80% expense ratio.


Return for Risk

GDIV vs. MEDI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GDIV
GDIV Risk / Return Rank: 5555
Overall Rank
GDIV Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
GDIV Sortino Ratio Rank: 5555
Sortino Ratio Rank
GDIV Omega Ratio Rank: 5858
Omega Ratio Rank
GDIV Calmar Ratio Rank: 5252
Calmar Ratio Rank
GDIV Martin Ratio Rank: 5959
Martin Ratio Rank

MEDI
MEDI Risk / Return Rank: 4545
Overall Rank
MEDI Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
MEDI Sortino Ratio Rank: 5151
Sortino Ratio Rank
MEDI Omega Ratio Rank: 4343
Omega Ratio Rank
MEDI Calmar Ratio Rank: 4040
Calmar Ratio Rank
MEDI Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GDIV vs. MEDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor Dividend Growth Leaders ETF (GDIV) and Harbor Health Care ETF (MEDI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


GDIVMEDIDifference

Sharpe ratio

Return per unit of total volatility

0.99

0.94

+0.05

Sortino ratio

Return per unit of downside risk

1.49

1.43

+0.06

Omega ratio

Gain probability vs. loss probability

1.22

1.18

+0.05

Calmar ratio

Return relative to maximum drawdown

1.44

1.15

+0.30

Martin ratio

Return relative to average drawdown

6.14

4.02

+2.12

GDIV vs. MEDI - Sharpe Ratio Comparison

The current GDIV Sharpe Ratio is 0.99, which is comparable to the MEDI Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of GDIV and MEDI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GDIVMEDIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

0.94

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

0.76

-0.06

Correlation

The correlation between GDIV and MEDI is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

GDIV vs. MEDI - Dividend Comparison

GDIV's dividend yield for the trailing twelve months is around 1.24%, more than MEDI's 0.29% yield.


TTM2025202420232022
GDIV
Harbor Dividend Growth Leaders ETF
1.24%1.19%1.30%2.27%5.88%
MEDI
Harbor Health Care ETF
0.29%0.28%0.54%1.86%0.00%

Drawdowns

GDIV vs. MEDI - Drawdown Comparison

The maximum GDIV drawdown since its inception was -18.93%, roughly equal to the maximum MEDI drawdown of -19.24%. Use the drawdown chart below to compare losses from any high point for GDIV and MEDI.


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Drawdown Indicators


GDIVMEDIDifference

Max Drawdown

Largest peak-to-trough decline

-18.93%

-19.24%

+0.31%

Max Drawdown (1Y)

Largest decline over 1 year

-12.18%

-15.34%

+3.16%

Current Drawdown

Current decline from peak

-6.54%

-9.34%

+2.80%

Average Drawdown

Average peak-to-trough decline

-3.26%

-4.09%

+0.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.87%

4.38%

-1.51%

Volatility

GDIV vs. MEDI - Volatility Comparison

The current volatility for Harbor Dividend Growth Leaders ETF (GDIV) is 5.04%, while Harbor Health Care ETF (MEDI) has a volatility of 8.13%. This indicates that GDIV experiences smaller price fluctuations and is considered to be less risky than MEDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GDIVMEDIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.04%

8.13%

-3.09%

Volatility (6M)

Calculated over the trailing 6-month period

9.28%

14.16%

-4.88%

Volatility (1Y)

Calculated over the trailing 1-year period

17.21%

22.74%

-5.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.41%

18.48%

-3.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.41%

18.48%

-3.07%