HACAX vs. VOOV
Compare and contrast key facts about Harbor Capital Appreciation Fund Class I (HACAX) and Vanguard S&P 500 Value ETF (VOOV).
HACAX is managed by Harbor. It was launched on Dec 29, 1987. VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value Index. It was launched on Sep 7, 2010.
Performance
HACAX vs. VOOV - Performance Comparison
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HACAX vs. VOOV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HACAX Harbor Capital Appreciation Fund Class I | -14.13% | 13.95% | 46.37% | 53.74% | -37.72% | 15.32% | 54.69% | 33.42% | -1.30% | 36.68% |
VOOV Vanguard S&P 500 Value ETF | -0.06% | 13.10% | 12.21% | 22.15% | -5.37% | 24.87% | 1.23% | 31.75% | -9.09% | 15.26% |
Returns By Period
In the year-to-date period, HACAX achieves a -14.13% return, which is significantly lower than VOOV's -0.06% return. Over the past 10 years, HACAX has outperformed VOOV with an annualized return of 16.39%, while VOOV has yielded a comparatively lower 11.33% annualized return.
HACAX
- 1D
- -0.40%
- 1M
- -8.90%
- YTD
- -14.13%
- 6M
- -13.44%
- 1Y
- 8.81%
- 3Y*
- 23.01%
- 5Y*
- 10.36%
- 10Y*
- 16.39%
VOOV
- 1D
- 1.68%
- 1M
- -4.67%
- YTD
- -0.06%
- 6M
- 3.11%
- 1Y
- 12.71%
- 3Y*
- 13.79%
- 5Y*
- 10.40%
- 10Y*
- 11.33%
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HACAX vs. VOOV - Expense Ratio Comparison
HACAX has a 0.71% expense ratio, which is higher than VOOV's 0.10% expense ratio.
Return for Risk
HACAX vs. VOOV — Risk / Return Rank
HACAX
VOOV
HACAX vs. VOOV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Class I (HACAX) and Vanguard S&P 500 Value ETF (VOOV). 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.
| HACAX | VOOV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.82 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.23 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.18 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 1.15 | -0.84 |
Martin ratioReturn relative to average drawdown | 1.07 | 5.41 | -4.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HACAX | VOOV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.82 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.72 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.67 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.72 | -0.14 |
Correlation
The correlation between HACAX and VOOV is 0.67, 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
HACAX vs. VOOV - Dividend Comparison
HACAX's dividend yield for the trailing twelve months is around 13.10%, more than VOOV's 1.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HACAX Harbor Capital Appreciation Fund Class I | 13.10% | 11.25% | 21.75% | 0.00% | 0.00% | 18.64% | 12.25% | 8.88% | 10.97% | 11.56% | 6.26% | 6.83% |
VOOV Vanguard S&P 500 Value ETF | 1.80% | 1.76% | 2.10% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% |
Drawdowns
HACAX vs. VOOV - Drawdown Comparison
The maximum HACAX drawdown since its inception was -63.05%, which is greater than VOOV's maximum drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for HACAX and VOOV.
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Drawdown Indicators
| HACAX | VOOV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.05% | -37.31% | -25.74% |
Max Drawdown (1Y)Largest decline over 1 year | -17.96% | -11.99% | -5.97% |
Max Drawdown (5Y)Largest decline over 5 years | -43.52% | -18.10% | -25.42% |
Max Drawdown (10Y)Largest decline over 10 years | -43.52% | -37.31% | -6.21% |
Current DrawdownCurrent decline from peak | -17.96% | -4.67% | -13.29% |
Average DrawdownAverage peak-to-trough decline | -16.27% | -3.88% | -12.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 2.56% | +2.80% |
Volatility
HACAX vs. VOOV - Volatility Comparison
Harbor Capital Appreciation Fund Class I (HACAX) has a higher volatility of 5.67% compared to Vanguard S&P 500 Value ETF (VOOV) at 3.86%. This indicates that HACAX's price experiences larger fluctuations and is considered to be riskier than VOOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HACAX | VOOV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 3.86% | +1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 12.59% | 7.77% | +4.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.13% | 15.61% | +4.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.89% | 14.50% | +11.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.31% | 16.97% | +7.34% |