HACAX vs. SCHD
Compare and contrast key facts about Harbor Capital Appreciation Fund Class I (HACAX) and Schwab US Dividend Equity ETF (SCHD).
HACAX is managed by Harbor Funds. It was launched on Dec 29, 1987. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HACAX or SCHD.
Correlation
The correlation between HACAX and SCHD is 0.85, 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
HACAX vs. SCHD - Performance Comparison
Key characteristics
HACAX:
0.15
SCHD:
0.34
HACAX:
0.38
SCHD:
0.58
HACAX:
1.06
SCHD:
1.08
HACAX:
0.13
SCHD:
0.34
HACAX:
0.37
SCHD:
1.16
HACAX:
11.17%
SCHD:
4.69%
HACAX:
27.25%
SCHD:
15.99%
HACAX:
-68.72%
SCHD:
-33.37%
HACAX:
-17.81%
SCHD:
-10.12%
Returns By Period
In the year-to-date period, HACAX achieves a -4.60% return, which is significantly lower than SCHD's -3.75% return. Over the past 10 years, HACAX has underperformed SCHD with an annualized return of 5.79%, while SCHD has yielded a comparatively higher 10.58% annualized return.
HACAX
-4.60%
4.47%
-8.88%
3.56%
7.78%
5.79%
SCHD
-3.75%
-6.49%
-5.55%
5.07%
13.58%
10.58%
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HACAX vs. SCHD - Expense Ratio Comparison
HACAX has a 0.71% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
HACAX vs. SCHD — Risk-Adjusted Performance Rank
HACAX
SCHD
HACAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Class I (HACAX) and Schwab US Dividend Equity ETF (SCHD). 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
HACAX vs. SCHD - Dividend Comparison
HACAX's dividend yield for the trailing twelve months is around 11.40%, more than SCHD's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HACAX Harbor Capital Appreciation Fund Class I | 11.40% | 10.87% | 0.00% | 0.00% | 18.64% | 12.25% | 8.88% | 10.97% | 11.56% | 6.26% | 6.83% | 6.52% |
SCHD Schwab US Dividend Equity ETF | 3.99% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
HACAX vs. SCHD - Drawdown Comparison
The maximum HACAX drawdown since its inception was -68.72%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for HACAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
HACAX vs. SCHD - Volatility Comparison
Harbor Capital Appreciation Fund Class I (HACAX) has a higher volatility of 16.31% compared to Schwab US Dividend Equity ETF (SCHD) at 11.24%. This indicates that HACAX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.