Correlation
The correlation between HAIGX and DGRO is 0.75, 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.
HAIGX vs. DGRO
Compare and contrast key facts about Harbor International Growth Fund (HAIGX) and iShares Core Dividend Growth ETF (DGRO).
HAIGX is managed by Harbor. It was launched on Oct 31, 1993. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAIGX or DGRO.
Performance
HAIGX vs. DGRO - Performance Comparison
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Key characteristics
Returns By Period
HAIGX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
DGRO
1.76%
3.28%
-3.30%
11.82%
9.13%
13.13%
11.38%
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HAIGX vs. DGRO - Expense Ratio Comparison
HAIGX has a 0.85% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
HAIGX vs. DGRO — Risk-Adjusted Performance Rank
HAIGX
DGRO
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.
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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 2.23%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 2.23% | 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
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Volatility
HAIGX vs. DGRO - Volatility Comparison
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