HASCX vs. IWO
Compare and contrast key facts about Harbor Small Cap Value Fund (HASCX) and iShares Russell 2000 Growth ETF (IWO).
HASCX is managed by Harbor. It was launched on Dec 14, 2001. IWO is a passively managed fund by iShares that tracks the performance of the Russell 2000 Growth Index. It was launched on Jul 24, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HASCX or IWO.
Correlation
The correlation between HASCX and IWO 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. IWO - Performance Comparison
Key characteristics
HASCX:
0.86
IWO:
0.91
HASCX:
1.35
IWO:
1.39
HASCX:
1.16
IWO:
1.16
HASCX:
0.87
IWO:
0.73
HASCX:
3.84
IWO:
4.08
HASCX:
4.15%
IWO:
4.61%
HASCX:
18.42%
IWO:
20.57%
HASCX:
-61.23%
IWO:
-60.10%
HASCX:
-7.77%
IWO:
-9.84%
Returns By Period
In the year-to-date period, HASCX achieves a 0.73% return, which is significantly lower than IWO's 2.69% return. Over the past 10 years, HASCX has underperformed IWO with an annualized return of 5.06%, while IWO has yielded a comparatively higher 8.01% annualized return.
HASCX
0.73%
-2.33%
3.82%
11.45%
4.26%
5.06%
IWO
2.69%
1.01%
9.29%
13.06%
6.43%
8.01%
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HASCX vs. IWO - Expense Ratio Comparison
HASCX has a 0.87% expense ratio, which is higher than IWO's 0.24% expense ratio.
Risk-Adjusted Performance
HASCX vs. IWO — Risk-Adjusted Performance Rank
HASCX
IWO
HASCX vs. IWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Value Fund (HASCX) and iShares Russell 2000 Growth ETF (IWO). 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. IWO - Dividend Comparison
HASCX's dividend yield for the trailing twelve months is around 0.62%, less than IWO's 0.78% 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% |
IWO iShares Russell 2000 Growth ETF | 0.78% | 0.80% | 0.73% | 0.75% | 0.32% | 0.44% | 0.71% | 0.76% | 0.73% | 0.97% | 0.89% | 0.73% |
Drawdowns
HASCX vs. IWO - Drawdown Comparison
The maximum HASCX drawdown since its inception was -61.23%, roughly equal to the maximum IWO drawdown of -60.10%. Use the drawdown chart below to compare losses from any high point for HASCX and IWO. For additional features, visit the drawdowns tool.
Volatility
HASCX vs. IWO - Volatility Comparison
The current volatility for Harbor Small Cap Value Fund (HASCX) is 3.73%, while iShares Russell 2000 Growth ETF (IWO) has a volatility of 4.87%. This indicates that HASCX experiences smaller price fluctuations and is considered to be less risky than IWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.