HAVLX vs. QUAL
Compare and contrast key facts about Harbor Large Cap Value Fund (HAVLX) and iShares Edge MSCI USA Quality Factor ETF (QUAL).
HAVLX is managed by Harbor. It was launched on Dec 29, 1987. QUAL is a passively managed fund by iShares that tracks the performance of the MSCI USA Quality Index. It was launched on Jul 16, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAVLX or QUAL.
Correlation
The correlation between HAVLX and QUAL is 0.89, 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
HAVLX vs. QUAL - Performance Comparison
Key characteristics
HAVLX:
0.22
QUAL:
1.58
HAVLX:
0.37
QUAL:
2.20
HAVLX:
1.05
QUAL:
1.28
HAVLX:
0.20
QUAL:
2.64
HAVLX:
0.59
QUAL:
8.63
HAVLX:
4.90%
QUAL:
2.33%
HAVLX:
13.22%
QUAL:
12.78%
HAVLX:
-78.17%
QUAL:
-34.06%
HAVLX:
-10.26%
QUAL:
-0.64%
Returns By Period
In the year-to-date period, HAVLX achieves a 3.31% return, which is significantly lower than QUAL's 3.95% return. Over the past 10 years, HAVLX has underperformed QUAL with an annualized return of 7.34%, while QUAL has yielded a comparatively higher 12.93% annualized return.
HAVLX
3.31%
0.54%
-4.47%
2.19%
5.48%
7.34%
QUAL
3.95%
2.45%
5.87%
19.16%
13.62%
12.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HAVLX vs. QUAL - Expense Ratio Comparison
HAVLX has a 0.69% expense ratio, which is higher than QUAL's 0.15% expense ratio.
Risk-Adjusted Performance
HAVLX vs. QUAL — Risk-Adjusted Performance Rank
HAVLX
QUAL
HAVLX vs. QUAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Large Cap Value Fund (HAVLX) and iShares Edge MSCI USA Quality Factor ETF (QUAL). 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
HAVLX vs. QUAL - Dividend Comparison
HAVLX's dividend yield for the trailing twelve months is around 1.18%, more than QUAL's 0.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAVLX Harbor Large Cap Value Fund | 1.18% | 1.22% | 1.26% | 1.29% | 0.73% | 0.75% | 0.88% | 1.07% | 0.80% | 1.03% | 1.18% | 1.16% |
QUAL iShares Edge MSCI USA Quality Factor ETF | 0.98% | 1.02% | 1.23% | 1.59% | 1.20% | 1.39% | 1.60% | 2.00% | 1.76% | 1.96% | 1.63% | 1.35% |
Drawdowns
HAVLX vs. QUAL - Drawdown Comparison
The maximum HAVLX drawdown since its inception was -78.17%, which is greater than QUAL's maximum drawdown of -34.06%. Use the drawdown chart below to compare losses from any high point for HAVLX and QUAL. For additional features, visit the drawdowns tool.
Volatility
HAVLX vs. QUAL - Volatility Comparison
Harbor Large Cap Value Fund (HAVLX) has a higher volatility of 3.02% compared to iShares Edge MSCI USA Quality Factor ETF (QUAL) at 2.83%. This indicates that HAVLX's price experiences larger fluctuations and is considered to be riskier than QUAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.