PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
HAIGX vs. DGRO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HAIGX and DGRO is 0.69, 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.


-0.50.00.51.00.7

Performance

HAIGX vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor International Growth Fund (HAIGX) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%6.00%8.00%SeptemberOctoberNovemberDecember2025February
5.52%
6.67%
HAIGX
DGRO

Key characteristics

Returns By Period


HAIGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

DGRO

YTD

4.03%

1M

2.95%

6M

6.67%

1Y

17.45%

5Y*

10.86%

10Y*

11.74%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


HAIGX vs. DGRO - Expense Ratio Comparison

HAIGX has a 0.85% expense ratio, which is higher than DGRO's 0.08% expense ratio.


HAIGX
Harbor International Growth Fund
Expense ratio chart for HAIGX: current value at 0.85% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.85%
Expense ratio chart for DGRO: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

Risk-Adjusted Performance

HAIGX vs. DGRO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HAIGX
The Risk-Adjusted Performance Rank of HAIGX is 4949
Overall Rank
The Sharpe Ratio Rank of HAIGX is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of HAIGX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of HAIGX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of HAIGX is 2929
Calmar Ratio Rank
The Martin Ratio Rank of HAIGX is 5959
Martin Ratio Rank

DGRO
The Risk-Adjusted Performance Rank of DGRO is 7979
Overall Rank
The Sharpe Ratio Rank of DGRO is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of DGRO is 8181
Sortino Ratio Rank
The Omega Ratio Rank of DGRO is 7878
Omega Ratio Rank
The Calmar Ratio Rank of DGRO is 8282
Calmar Ratio Rank
The Martin Ratio Rank of DGRO is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HAIGX vs. DGRO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor International Growth Fund (HAIGX) and iShares Core Dividend Growth ETF (DGRO). 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.


Sharpe ratio
The chart of Sharpe ratio for HAIGX, currently valued at 1.01, compared to the broader market-1.000.001.002.003.004.005.001.011.95
The chart of Sortino ratio for HAIGX, currently valued at 1.58, compared to the broader market0.002.004.006.008.0010.0012.001.582.76
The chart of Omega ratio for HAIGX, currently valued at 1.22, compared to the broader market1.002.003.004.001.221.35
The chart of Calmar ratio for HAIGX, currently valued at 0.38, compared to the broader market0.005.0010.0015.0020.000.383.06
The chart of Martin ratio for HAIGX, currently valued at 4.87, compared to the broader market0.0020.0040.0060.0080.004.879.32
HAIGX
DGRO


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
1.01
1.95
HAIGX
DGRO

Dividends

HAIGX vs. DGRO - Dividend Comparison

HAIGX has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 2.17%.


TTM20242023202220212020201920182017201620152014
HAIGX
Harbor International Growth Fund
100.00%100.00%0.24%0.00%8.81%0.61%1.80%0.00%0.00%0.00%0.00%0.00%
DGRO
iShares Core Dividend Growth ETF
2.17%2.26%2.45%2.34%1.93%2.30%2.21%2.44%2.03%2.27%2.52%0.97%

Drawdowns

HAIGX vs. DGRO - Drawdown Comparison


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-22.74%
-1.15%
HAIGX
DGRO

Volatility

HAIGX vs. DGRO - Volatility Comparison

The current volatility for Harbor International Growth Fund (HAIGX) is 0.00%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 2.52%. This indicates that HAIGX experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February0
2.52%
HAIGX
DGRO
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab