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.
Performance
HASCX vs. IVOG - Performance Comparison
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HASCX vs. IVOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HASCX Harbor Small Cap Value Fund | 8.12% | 3.78% | 10.93% | 15.18% | -9.59% | 14.55% | 13.15% | 28.97% | -16.16% | 21.63% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 4.02% | 7.34% | 15.62% | 17.36% | -19.08% | 18.85% | 22.60% | 26.13% | -10.58% | 19.90% |
Returns By Period
In the year-to-date period, HASCX achieves a 8.12% return, which is significantly higher than IVOG's 4.02% return. Both investments have delivered pretty close results over the past 10 years, with HASCX having a 10.24% annualized return and IVOG not far ahead at 10.50%.
HASCX
- 1D
- -1.56%
- 1M
- -8.37%
- YTD
- 8.12%
- 6M
- 10.62%
- 1Y
- 24.67%
- 3Y*
- 10.76%
- 5Y*
- 5.48%
- 10Y*
- 10.24%
IVOG
- 1D
- 3.41%
- 1M
- -5.58%
- YTD
- 4.02%
- 6M
- 5.31%
- 1Y
- 21.96%
- 3Y*
- 13.02%
- 5Y*
- 5.74%
- 10Y*
- 10.50%
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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.
Return for Risk
HASCX vs. IVOG — Risk / Return Rank
HASCX
IVOG
HASCX vs. IVOG - Risk-Adjusted Trends 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.
| HASCX | IVOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.99 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.54 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.58 | -0.10 |
Martin ratioReturn relative to average drawdown | 5.74 | 6.87 | -1.13 |
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
| HASCX | IVOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.99 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.28 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.51 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.60 | -0.17 |
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.
Dividends
HASCX vs. IVOG - Dividend Comparison
HASCX's dividend yield for the trailing twelve months is around 3.16%, more than IVOG's 0.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HASCX Harbor Small Cap Value Fund | 3.16% | 3.41% | 0.62% | 6.99% | 7.25% | 5.64% | 0.43% | 1.41% | 11.18% | 1.98% | 0.36% | 3.98% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.62% | 0.64% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.11% | 1.04% |
Drawdowns
HASCX vs. IVOG - Drawdown Comparison
The maximum HASCX drawdown since its inception was -58.90%, 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.
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Drawdown Indicators
| HASCX | IVOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.90% | -39.32% | -19.58% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -13.76% | -0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -28.34% | -29.31% | +0.97% |
Max Drawdown (10Y)Largest decline over 10 years | -42.15% | -39.32% | -2.83% |
Current DrawdownCurrent decline from peak | -9.89% | -6.61% | -3.28% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -5.93% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 3.16% | +0.62% |
Volatility
HASCX vs. IVOG - Volatility Comparison
The current volatility for Harbor Small Cap Value Fund (HASCX) is 7.21%, while Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a volatility of 7.71%. 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.
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Volatility by Period
| HASCX | IVOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 7.71% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 13.28% | +0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 22.30% | -0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.63% | 20.52% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.80% | 20.52% | +2.28% |