HASGX vs. DGRO
Compare and contrast key facts about Harbor Small Cap Growth Fund (HASGX) and iShares Core Dividend Growth ETF (DGRO).
HASGX is managed by Harbor. It was launched on Nov 1, 2000. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HASGX or DGRO.
Correlation
The correlation between HASGX and DGRO is 0.76, 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
HASGX vs. DGRO - Performance Comparison
Key characteristics
HASGX:
0.07
DGRO:
1.79
HASGX:
0.23
DGRO:
2.54
HASGX:
1.03
DGRO:
1.32
HASGX:
0.04
DGRO:
2.81
HASGX:
0.24
DGRO:
8.53
HASGX:
5.48%
DGRO:
2.08%
HASGX:
18.29%
DGRO:
9.93%
HASGX:
-61.90%
DGRO:
-35.10%
HASGX:
-32.87%
DGRO:
-1.23%
Returns By Period
In the year-to-date period, HASGX achieves a -0.86% return, which is significantly lower than DGRO's 3.95% return. Over the past 10 years, HASGX has underperformed DGRO with an annualized return of -0.42%, while DGRO has yielded a comparatively higher 11.63% annualized return.
HASGX
-0.86%
-5.53%
-4.52%
0.23%
-0.98%
-0.42%
DGRO
3.95%
1.37%
5.07%
16.17%
11.10%
11.63%
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HASGX vs. DGRO - Expense Ratio Comparison
HASGX has a 0.87% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
HASGX vs. DGRO — Risk-Adjusted Performance Rank
HASGX
DGRO
HASGX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Growth Fund (HASGX) and iShares Core Dividend Growth ETF (DGRO). 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
HASGX vs. DGRO - Dividend Comparison
HASGX's dividend yield for the trailing twelve months is around 0.46%, less than DGRO's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HASGX Harbor Small Cap Growth Fund | 0.46% | 0.46% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.17% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
HASGX vs. DGRO - Drawdown Comparison
The maximum HASGX drawdown since its inception was -61.90%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for HASGX and DGRO. For additional features, visit the drawdowns tool.
Volatility
HASGX vs. DGRO - Volatility Comparison
Harbor Small Cap Growth Fund (HASGX) has a higher volatility of 6.50% compared to iShares Core Dividend Growth ETF (DGRO) at 2.56%. This indicates that HASGX's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.