HACAX vs. VOOG
Compare and contrast key facts about Harbor Capital Appreciation Fund Class I (HACAX) and Vanguard S&P 500 Growth ETF (VOOG).
HACAX is managed by Harbor Funds. It was launched on Dec 29, 1987. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HACAX or VOOG.
Correlation
The correlation between HACAX and VOOG is 0.93, 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. VOOG - Performance Comparison
Key characteristics
HACAX:
0.87
VOOG:
2.16
HACAX:
1.21
VOOG:
2.79
HACAX:
1.18
VOOG:
1.39
HACAX:
0.78
VOOG:
3.00
HACAX:
3.62
VOOG:
11.71
HACAX:
5.18%
VOOG:
3.30%
HACAX:
21.43%
VOOG:
17.88%
HACAX:
-68.72%
VOOG:
-32.73%
HACAX:
-12.52%
VOOG:
-1.44%
Returns By Period
In the year-to-date period, HACAX achieves a 1.54% return, which is significantly lower than VOOG's 2.30% return. Over the past 10 years, HACAX has underperformed VOOG with an annualized return of 7.04%, while VOOG has yielded a comparatively higher 15.34% annualized return.
HACAX
1.54%
0.29%
-0.35%
15.10%
7.50%
7.04%
VOOG
2.30%
1.02%
11.36%
34.52%
16.51%
15.34%
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HACAX vs. VOOG - Expense Ratio Comparison
HACAX has a 0.71% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
HACAX vs. VOOG — Risk-Adjusted Performance Rank
HACAX
VOOG
HACAX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Class I (HACAX) and Vanguard S&P 500 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
HACAX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.48%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HACAX Harbor Capital Appreciation Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.24% | 0.16% | 0.11% | 0.08% | 0.08% |
VOOG Vanguard S&P 500 Growth ETF | 0.48% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
HACAX vs. VOOG - Drawdown Comparison
The maximum HACAX drawdown since its inception was -68.72%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for HACAX and VOOG. For additional features, visit the drawdowns tool.
Volatility
HACAX vs. VOOG - Volatility Comparison
Harbor Capital Appreciation Fund Class I (HACAX) has a higher volatility of 11.32% compared to Vanguard S&P 500 Growth ETF (VOOG) at 6.18%. This indicates that HACAX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.