GDIV vs. VIGIX
Compare and contrast key facts about Harbor Dividend Growth Leaders ETF (GDIV) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
GDIV is an actively managed fund by Harbor. It was launched on Jul 26, 2013. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GDIV or VIGIX.
Key characteristics
| GDIV | VIGIX | |
|---|---|---|
| YTD Return | 17.43% | 31.26% |
| 1Y Return | 27.39% | 43.29% |
| Sharpe Ratio | 2.34 | 2.57 |
| Sortino Ratio | 3.24 | 3.27 |
| Omega Ratio | 1.42 | 1.47 |
| Calmar Ratio | 3.89 | 3.39 |
| Martin Ratio | 14.33 | 13.38 |
| Ulcer Index | 1.93% | 3.28% |
| Daily Std Dev | 11.82% | 17.10% |
| Max Drawdown | -15.07% | -57.17% |
| Current Drawdown | -0.16% | 0.00% |
Correlation
The correlation between GDIV and VIGIX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GDIV vs. VIGIX - Performance Comparison
In the year-to-date period, GDIV achieves a 17.43% return, which is significantly lower than VIGIX's 31.26% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GDIV vs. VIGIX - Expense Ratio Comparison
GDIV has a 0.50% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Risk-Adjusted Performance
GDIV vs. VIGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Dividend Growth Leaders ETF (GDIV) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.
Dividends
GDIV vs. VIGIX - Dividend Comparison
GDIV's dividend yield for the trailing twelve months is around 1.37%, more than VIGIX's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GDIV Harbor Dividend Growth Leaders ETF | 1.37% | 2.28% | 9.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% | 1.20% |
Drawdowns
GDIV vs. VIGIX - Drawdown Comparison
The maximum GDIV drawdown since its inception was -15.07%, smaller than the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for GDIV and VIGIX. For additional features, visit the drawdowns tool.
Volatility
GDIV vs. VIGIX - Volatility Comparison
The current volatility for Harbor Dividend Growth Leaders ETF (GDIV) is 4.07%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.06%. This indicates that GDIV experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.