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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAVLX or VOO.
Correlation
The correlation between HAVLX and VOO is 0.93, 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. VOO - Performance Comparison
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Key characteristics
HAVLX:
-0.20
VOO:
0.60
HAVLX:
-0.29
VOO:
0.88
HAVLX:
0.96
VOO:
1.13
HAVLX:
-0.23
VOO:
0.56
HAVLX:
-0.61
VOO:
2.13
HAVLX:
8.64%
VOO:
4.91%
HAVLX:
18.06%
VOO:
19.46%
HAVLX:
-78.17%
VOO:
-33.99%
HAVLX:
-12.32%
VOO:
-5.22%
Returns By Period
In the year-to-date period, HAVLX achieves a 0.93% return, which is significantly higher than VOO's -0.85% return. Over the past 10 years, HAVLX has underperformed VOO with an annualized return of 6.92%, while VOO has yielded a comparatively higher 12.64% annualized return.
HAVLX
0.93%
5.58%
-11.50%
-3.58%
3.62%
8.81%
6.92%
VOO
-0.85%
8.20%
-2.10%
11.60%
15.45%
16.18%
12.64%
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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.
Risk-Adjusted Performance
HAVLX vs. VOO — Risk-Adjusted Performance Rank
HAVLX
VOO
HAVLX vs. VOO - Risk-Adjusted Performance 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.
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Dividends
HAVLX vs. VOO - Dividend Comparison
HAVLX's dividend yield for the trailing twelve months is around 1.39%, more than VOO's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAVLX Harbor Large Cap Value Fund | 1.39% | 1.22% | 1.26% | 1.29% | 0.73% | 0.75% | 0.88% | 1.07% | 0.80% | 1.03% | 1.18% | 1.16% |
VOO Vanguard S&P 500 ETF | 1.31% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HAVLX vs. VOO - Drawdown Comparison
The maximum HAVLX drawdown since its inception was -78.17%, 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. For additional features, visit the drawdowns tool.
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Volatility
HAVLX vs. VOO - Volatility Comparison
Harbor Large Cap Value Fund (HAVLX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.29% and 4.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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