HASCX vs. SWSSX
Compare and contrast key facts about Harbor Small Cap Value Fund (HASCX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
HASCX is managed by Harbor. It was launched on Dec 14, 2001. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
HASCX vs. SWSSX - Performance Comparison
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HASCX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HASCX Harbor Small Cap Value Fund | 11.47% | 3.78% | 10.93% | 15.18% | -9.59% | 14.55% | 13.15% | 28.97% | -16.16% | 21.63% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 0.90% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, HASCX achieves a 11.47% return, which is significantly higher than SWSSX's 0.90% return. Over the past 10 years, HASCX has outperformed SWSSX with an annualized return of 10.57%, while SWSSX has yielded a comparatively lower 9.87% annualized return.
HASCX
- 1D
- 3.10%
- 1M
- -6.39%
- YTD
- 11.47%
- 6M
- 14.12%
- 1Y
- 27.99%
- 3Y*
- 11.89%
- 5Y*
- 5.75%
- 10Y*
- 10.57%
SWSSX
- 1D
- 3.48%
- 1M
- -5.84%
- YTD
- 0.90%
- 6M
- 2.87%
- 1Y
- 25.74%
- 3Y*
- 13.11%
- 5Y*
- 3.50%
- 10Y*
- 9.87%
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HASCX vs. SWSSX - Expense Ratio Comparison
HASCX has a 0.87% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
HASCX vs. SWSSX — Risk / Return Rank
HASCX
SWSSX
HASCX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Value Fund (HASCX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.11 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.66 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.81 | +0.14 |
Martin ratioReturn relative to average drawdown | 7.48 | 6.78 | +0.71 |
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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.11 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.16 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.41 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.34 | +0.10 |
Correlation
The correlation between HASCX and SWSSX is 0.94, 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. SWSSX - Dividend Comparison
HASCX's dividend yield for the trailing twelve months is around 3.06%, more than SWSSX's 1.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HASCX Harbor Small Cap Value Fund | 3.06% | 3.41% | 0.62% | 6.99% | 7.25% | 5.64% | 0.43% | 1.41% | 11.18% | 1.98% | 0.36% | 3.98% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.28% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
HASCX vs. SWSSX - Drawdown Comparison
The maximum HASCX drawdown since its inception was -58.90%, roughly equal to the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for HASCX and SWSSX.
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Drawdown Indicators
| HASCX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.90% | -60.34% | +1.44% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -13.90% | -0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -28.34% | -31.93% | +3.59% |
Max Drawdown (10Y)Largest decline over 10 years | -42.15% | -41.81% | -0.34% |
Current DrawdownCurrent decline from peak | -7.10% | -7.91% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -10.78% | +2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 3.71% | +0.10% |
Volatility
HASCX vs. SWSSX - Volatility Comparison
Harbor Small Cap Value Fund (HASCX) has a higher volatility of 7.91% compared to Schwab Small-Cap Index Fund-Select Shares (SWSSX) at 7.53%. This indicates that HASCX's price experiences larger fluctuations and is considered to be riskier than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HASCX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.91% | 7.53% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 14.39% | 14.53% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.62% | 23.31% | -1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.68% | 22.62% | -1.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.82% | 24.05% | -1.23% |