HASCX vs. IVOG
Compare and contrast key facts about Harbor Small Cap Value Fund (HASCX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG).
HASCX is managed by Harbor. It was launched on Dec 14, 2001. IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 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: HASCX or IVOG.
Correlation
The correlation between HASCX and IVOG is 0.91, 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
HASCX vs. IVOG - Performance Comparison
Key characteristics
HASCX:
0.86
IVOG:
0.94
HASCX:
1.35
IVOG:
1.41
HASCX:
1.16
IVOG:
1.17
HASCX:
0.87
IVOG:
1.67
HASCX:
3.84
IVOG:
3.96
HASCX:
4.15%
IVOG:
3.94%
HASCX:
18.42%
IVOG:
16.45%
HASCX:
-61.23%
IVOG:
-39.32%
HASCX:
-7.77%
IVOG:
-5.81%
Returns By Period
In the year-to-date period, HASCX achieves a 0.73% return, which is significantly lower than IVOG's 2.81% return. Over the past 10 years, HASCX has underperformed IVOG with an annualized return of 5.03%, while IVOG has yielded a comparatively higher 9.51% annualized return.
HASCX
0.73%
-2.97%
3.82%
12.20%
4.49%
5.03%
IVOG
2.81%
-1.48%
5.50%
12.77%
9.77%
9.51%
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HASCX vs. IVOG - Expense Ratio Comparison
HASCX has a 0.87% expense ratio, which is higher than IVOG's 0.15% expense ratio.
Risk-Adjusted Performance
HASCX vs. IVOG — Risk-Adjusted Performance Rank
HASCX
IVOG
HASCX vs. IVOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Value Fund (HASCX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG). 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
HASCX vs. IVOG - Dividend Comparison
HASCX's dividend yield for the trailing twelve months is around 0.62%, less than IVOG's 0.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HASCX Harbor Small Cap Value Fund | 0.62% | 0.62% | 0.69% | 0.33% | 0.10% | 0.43% | 0.50% | 0.45% | 0.09% | 0.36% | 0.38% | 0.22% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.77% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% |
Drawdowns
HASCX vs. IVOG - Drawdown Comparison
The maximum HASCX drawdown since its inception was -61.23%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for HASCX and IVOG. For additional features, visit the drawdowns tool.
Volatility
HASCX vs. IVOG - Volatility Comparison
The current volatility for Harbor Small Cap Value Fund (HASCX) is 3.73%, while Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a volatility of 4.41%. This indicates that HASCX experiences smaller price fluctuations and is considered to be less risky than IVOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.