HABDX vs. SCHV
Compare and contrast key facts about Harbor Core Plus Fund (HABDX) and Schwab U.S. Large-Cap Value ETF (SCHV).
HABDX is managed by Harbor. It was launched on Dec 29, 1987. SCHV is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HABDX or SCHV.
Correlation
The correlation between HABDX and SCHV is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
HABDX vs. SCHV - Performance Comparison
Key characteristics
HABDX:
0.32
SCHV:
1.91
HABDX:
0.48
SCHV:
2.71
HABDX:
1.06
SCHV:
1.34
HABDX:
0.15
SCHV:
2.64
HABDX:
0.99
SCHV:
10.28
HABDX:
1.75%
SCHV:
1.97%
HABDX:
5.41%
SCHV:
10.61%
HABDX:
-18.31%
SCHV:
-37.08%
HABDX:
-7.54%
SCHV:
-6.66%
Returns By Period
In the year-to-date period, HABDX achieves a 1.53% return, which is significantly lower than SCHV's 18.06% return. Over the past 10 years, HABDX has underperformed SCHV with an annualized return of 1.48%, while SCHV has yielded a comparatively higher 11.71% annualized return.
HABDX
1.53%
-1.18%
0.69%
1.83%
0.09%
1.48%
SCHV
18.06%
-3.64%
8.83%
19.25%
11.37%
11.71%
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HABDX vs. SCHV - Expense Ratio Comparison
HABDX has a 0.38% expense ratio, which is higher than SCHV's 0.04% expense ratio.
Risk-Adjusted Performance
HABDX vs. SCHV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Plus Fund (HABDX) and Schwab U.S. Large-Cap Value ETF (SCHV). 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
HABDX vs. SCHV - Dividend Comparison
HABDX's dividend yield for the trailing twelve months is around 3.35%, which matches SCHV's 3.36% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Harbor Core Plus Fund | 3.35% | 4.24% | 3.41% | 2.92% | 2.23% | 3.19% | 3.09% | 3.42% | 2.94% | 4.58% | 2.91% | 2.92% |
Schwab U.S. Large-Cap Value ETF | 3.36% | 4.95% | 5.72% | 1.95% | 7.90% | 6.99% | 6.18% | 5.77% | 4.95% | 4.06% | 5.84% | 4.38% |
Drawdowns
HABDX vs. SCHV - Drawdown Comparison
The maximum HABDX drawdown since its inception was -18.31%, smaller than the maximum SCHV drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for HABDX and SCHV. For additional features, visit the drawdowns tool.
Volatility
HABDX vs. SCHV - Volatility Comparison
The current volatility for Harbor Core Plus Fund (HABDX) is 1.65%, while Schwab U.S. Large-Cap Value ETF (SCHV) has a volatility of 3.72%. This indicates that HABDX experiences smaller price fluctuations and is considered to be less risky than SCHV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.