HNACX vs. SCHG
Compare and contrast key facts about Harbor Capital Appreciation Fund Retirement Class (HNACX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
HNACX is managed by Harbor Funds. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HNACX or SCHG.
Correlation
The correlation between HNACX and SCHG is 0.95, 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
HNACX vs. SCHG - Performance Comparison
Key characteristics
HNACX:
0.57
SCHG:
1.64
HNACX:
0.84
SCHG:
2.19
HNACX:
1.12
SCHG:
1.30
HNACX:
0.56
SCHG:
2.37
HNACX:
2.04
SCHG:
8.97
HNACX:
5.91%
SCHG:
3.27%
HNACX:
21.39%
SCHG:
17.97%
HNACX:
-52.59%
SCHG:
-34.59%
HNACX:
-8.82%
SCHG:
-0.65%
Returns By Period
In the year-to-date period, HNACX achieves a 5.79% return, which is significantly higher than SCHG's 3.73% return.
HNACX
5.79%
4.19%
3.04%
12.56%
7.29%
N/A
SCHG
3.73%
2.19%
13.40%
30.16%
18.57%
16.52%
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HNACX vs. SCHG - Expense Ratio Comparison
HNACX has a 0.57% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
HNACX vs. SCHG — Risk-Adjusted Performance Rank
HNACX
SCHG
HNACX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Retirement Class (HNACX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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
HNACX vs. SCHG - Dividend Comparison
HNACX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNACX Harbor Capital Appreciation Fund Retirement Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.37% | 0.33% | 0.24% | 0.18% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
HNACX vs. SCHG - Drawdown Comparison
The maximum HNACX drawdown since its inception was -52.59%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for HNACX and SCHG. For additional features, visit the drawdowns tool.
Volatility
HNACX vs. SCHG - Volatility Comparison
Harbor Capital Appreciation Fund Retirement Class (HNACX) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 5.21% and 5.13%, 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.