HAVLX vs. VOO
Compare and contrast key facts about Harbor Large Cap Value Fund (HAVLX) and Vanguard S&P 500 ETF (VOO).
HAVLX is managed by Harbor. It was launched on Dec 29, 1987. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
HAVLX vs. VOO - Performance Comparison
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HAVLX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAVLX Harbor Large Cap Value Fund | -3.93% | 11.07% | 15.60% | 19.70% | -14.98% | 24.90% | 14.46% | 32.84% | -8.98% | 22.33% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, HAVLX achieves a -3.93% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, HAVLX has underperformed VOO with an annualized return of 11.88%, while VOO has yielded a comparatively higher 14.05% annualized return.
HAVLX
- 1D
- 0.00%
- 1M
- -8.43%
- YTD
- -3.93%
- 6M
- -2.72%
- 1Y
- 6.26%
- 3Y*
- 12.53%
- 5Y*
- 7.38%
- 10Y*
- 11.88%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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HAVLX vs. VOO - Expense Ratio Comparison
HAVLX has a 0.69% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
HAVLX vs. VOO — Risk / Return Rank
HAVLX
VOO
HAVLX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Large Cap Value Fund (HAVLX) and Vanguard S&P 500 ETF (VOO). 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.
| HAVLX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.98 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.50 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.53 | -1.08 |
Martin ratioReturn relative to average drawdown | 1.81 | 7.29 | -5.49 |
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
| HAVLX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.98 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.70 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.78 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.83 | -0.43 |
Correlation
The correlation between HAVLX and VOO is 0.92, 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
HAVLX vs. VOO - Dividend Comparison
HAVLX's dividend yield for the trailing twelve months is around 22.19%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAVLX Harbor Large Cap Value Fund | 22.19% | 21.82% | 14.78% | 4.06% | 5.13% | 3.33% | 3.46% | 0.88% | 2.84% | 3.57% | 4.41% | 5.74% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
HAVLX vs. VOO - Drawdown Comparison
The maximum HAVLX drawdown since its inception was -78.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HAVLX and VOO.
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Drawdown Indicators
| HAVLX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.26% | -33.99% | -44.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -11.98% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | -24.52% | +1.06% |
Max Drawdown (10Y)Largest decline over 10 years | -35.69% | -33.99% | -1.70% |
Current DrawdownCurrent decline from peak | -8.83% | -6.29% | -2.54% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -3.72% | -12.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.52% | +0.51% |
Volatility
HAVLX vs. VOO - Volatility Comparison
The current volatility for Harbor Large Cap Value Fund (HAVLX) is 3.36%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that HAVLX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAVLX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 5.29% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 9.44% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.90% | 18.10% | -3.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 16.82% | +0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.62% | 17.99% | +0.63% |