HNACX vs. VUG
Compare and contrast key facts about Harbor Capital Appreciation Fund Retirement Class (HNACX) and Vanguard Growth ETF (VUG).
HNACX is managed by Harbor Funds. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HNACX or VUG.
Correlation
The correlation between HNACX and VUG is 0.96, 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. VUG - Performance Comparison
Key characteristics
HNACX:
-0.23
VUG:
0.29
HNACX:
-0.14
VUG:
0.57
HNACX:
0.98
VUG:
1.08
HNACX:
-0.20
VUG:
0.31
HNACX:
-0.59
VUG:
1.14
HNACX:
10.52%
VUG:
6.25%
HNACX:
27.07%
VUG:
24.69%
HNACX:
-52.59%
VUG:
-50.68%
HNACX:
-25.77%
VUG:
-17.66%
Returns By Period
The year-to-date returns for both stocks are quite close, with HNACX having a -13.88% return and VUG slightly lower at -14.22%.
HNACX
-13.88%
-7.27%
-19.35%
-4.76%
5.93%
N/A
VUG
-14.22%
-7.43%
-10.47%
8.53%
16.05%
13.38%
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HNACX vs. VUG - Expense Ratio Comparison
HNACX has a 0.57% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
HNACX vs. VUG — Risk-Adjusted Performance Rank
HNACX
VUG
HNACX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Capital Appreciation Fund Retirement Class (HNACX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
HNACX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.55%.
| 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% |
VUG Vanguard Growth ETF | 0.55% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
HNACX vs. VUG - Drawdown Comparison
The maximum HNACX drawdown since its inception was -52.59%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for HNACX and VUG. For additional features, visit the drawdowns tool.
Volatility
HNACX vs. VUG - Volatility Comparison
Harbor Capital Appreciation Fund Retirement Class (HNACX) and Vanguard Growth ETF (VUG) have volatilities of 16.22% and 16.50%, 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.