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 Funds. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HACAX or VOOV.
Correlation
The correlation between HACAX and VOOV is 0.89, 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. VOOV - Performance Comparison
Key characteristics
HACAX:
-0.01
VOOV:
0.17
HACAX:
0.17
VOOV:
0.35
HACAX:
1.03
VOOV:
1.05
HACAX:
-0.01
VOOV:
0.15
HACAX:
-0.02
VOOV:
0.55
HACAX:
10.82%
VOOV:
4.75%
HACAX:
27.30%
VOOV:
15.94%
HACAX:
-68.72%
VOOV:
-37.31%
HACAX:
-20.67%
VOOV:
-10.84%
Returns By Period
In the year-to-date period, HACAX achieves a -7.92% return, which is significantly lower than VOOV's -4.24% return. Over the past 10 years, HACAX has underperformed VOOV with an annualized return of 5.20%, while VOOV has yielded a comparatively higher 9.27% annualized return.
HACAX
-7.92%
-1.11%
-13.33%
0.87%
6.96%
5.20%
VOOV
-4.24%
-5.03%
-6.34%
3.02%
14.28%
9.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HACAX vs. VOOV - Expense Ratio Comparison
HACAX has a 0.71% expense ratio, which is higher than VOOV's 0.10% expense ratio.
Risk-Adjusted Performance
HACAX vs. VOOV — Risk-Adjusted Performance Rank
HACAX
VOOV
HACAX vs. VOOV - 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 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.
Dividends
HACAX vs. VOOV - Dividend Comparison
HACAX has not paid dividends to shareholders, while VOOV's dividend yield for the trailing twelve months is around 2.24%.
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% |
VOOV Vanguard S&P 500 Value ETF | 2.24% | 2.10% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% |
Drawdowns
HACAX vs. VOOV - Drawdown Comparison
The maximum HACAX drawdown since its inception was -68.72%, 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. For additional features, visit the drawdowns tool.
Volatility
HACAX vs. VOOV - Volatility Comparison
Harbor Capital Appreciation Fund Class I (HACAX) has a higher volatility of 16.46% compared to Vanguard S&P 500 Value ETF (VOOV) at 12.14%. 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.