HASCX vs. SPY
Compare and contrast key facts about Harbor Small Cap Value Fund (HASCX) and SPDR S&P 500 ETF (SPY).
HASCX is managed by Harbor. It was launched on Dec 14, 2001. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HASCX or SPY.
Correlation
The correlation between HASCX and SPY is 0.85, 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. SPY - Performance Comparison
Key characteristics
HASCX:
0.55
SPY:
1.75
HASCX:
0.92
SPY:
2.36
HASCX:
1.11
SPY:
1.32
HASCX:
0.55
SPY:
2.66
HASCX:
2.37
SPY:
11.01
HASCX:
4.28%
SPY:
2.03%
HASCX:
18.49%
SPY:
12.77%
HASCX:
-61.23%
SPY:
-55.19%
HASCX:
-10.53%
SPY:
-2.12%
Returns By Period
In the year-to-date period, HASCX achieves a -2.28% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, HASCX has underperformed SPY with an annualized return of 4.62%, while SPY has yielded a comparatively higher 12.96% annualized return.
HASCX
-2.28%
-6.44%
-2.22%
9.19%
3.92%
4.62%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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HASCX vs. SPY - Expense Ratio Comparison
HASCX has a 0.87% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
HASCX vs. SPY — Risk-Adjusted Performance Rank
HASCX
SPY
HASCX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Value Fund (HASCX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
HASCX's dividend yield for the trailing twelve months is around 0.64%, less than SPY's 1.18% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
HASCX Harbor Small Cap Value Fund | 0.64% | 0.62% | 0.69% | 0.33% | 0.10% | 0.43% | 0.50% | 0.45% | 0.09% | 0.36% | 0.38% | 0.22% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
HASCX vs. SPY - Drawdown Comparison
The maximum HASCX drawdown since its inception was -61.23%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HASCX and SPY. For additional features, visit the drawdowns tool.
Volatility
HASCX vs. SPY - Volatility Comparison
Harbor Small Cap Value Fund (HASCX) has a higher volatility of 4.11% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that HASCX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.