IVOG vs. HASCX
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Harbor Small Cap Value Fund (HASCX).
IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Growth Index. It was launched on Sep 7, 2010. HASCX is managed by Harbor. It was launched on Dec 14, 2001.
Performance
IVOG vs. HASCX - Performance Comparison
Loading graphics...
IVOG vs. HASCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 5.26% | 7.34% | 15.62% | 17.36% | -19.08% | 18.85% | 22.60% | 26.13% | -10.58% | 19.90% |
HASCX Harbor Small Cap Value Fund | 11.47% | 3.78% | 10.93% | 15.18% | -9.59% | 14.55% | 13.15% | 28.97% | -16.16% | 21.63% |
Returns By Period
In the year-to-date period, IVOG achieves a 5.26% return, which is significantly lower than HASCX's 11.47% return. Both investments have delivered pretty close results over the past 10 years, with IVOG having a 10.63% annualized return and HASCX not far behind at 10.57%.
IVOG
- 1D
- 1.20%
- 1M
- -5.49%
- YTD
- 5.26%
- 6M
- 6.38%
- 1Y
- 22.16%
- 3Y*
- 13.47%
- 5Y*
- 5.99%
- 10Y*
- 10.63%
HASCX
- 1D
- 3.10%
- 1M
- -6.39%
- YTD
- 11.47%
- 6M
- 14.12%
- 1Y
- 27.99%
- 3Y*
- 11.89%
- 5Y*
- 5.75%
- 10Y*
- 10.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IVOG vs. HASCX - Expense Ratio Comparison
IVOG has a 0.15% expense ratio, which is lower than HASCX's 0.87% expense ratio.
Return for Risk
IVOG vs. HASCX — Risk / Return Rank
IVOG
HASCX
IVOG vs. HASCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Harbor Small Cap Value Fund (HASCX). 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.
| IVOG | HASCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.33 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.85 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.95 | -0.24 |
Martin ratioReturn relative to average drawdown | 7.36 | 7.48 | -0.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IVOG | HASCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.33 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.28 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.46 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.44 | +0.17 |
Correlation
The correlation between IVOG and HASCX is 0.91, 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
IVOG vs. HASCX - Dividend Comparison
IVOG's dividend yield for the trailing twelve months is around 0.61%, less than HASCX's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.61% | 0.64% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.11% | 1.04% |
HASCX Harbor Small Cap Value Fund | 3.06% | 3.41% | 0.62% | 6.99% | 7.25% | 5.64% | 0.43% | 1.41% | 11.18% | 1.98% | 0.36% | 3.98% |
Drawdowns
IVOG vs. HASCX - Drawdown Comparison
The maximum IVOG drawdown since its inception was -39.32%, smaller than the maximum HASCX drawdown of -58.90%. Use the drawdown chart below to compare losses from any high point for IVOG and HASCX.
Loading graphics...
Drawdown Indicators
| IVOG | HASCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.32% | -58.90% | +19.58% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -14.64% | +0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -28.34% | -0.97% |
Max Drawdown (10Y)Largest decline over 10 years | -39.32% | -42.15% | +2.83% |
Current DrawdownCurrent decline from peak | -5.49% | -7.10% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -8.18% | +2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 3.81% | -0.63% |
Volatility
IVOG vs. HASCX - Volatility Comparison
Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Harbor Small Cap Value Fund (HASCX) have volatilities of 7.64% and 7.91%, 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.
Loading graphics...
Volatility by Period
| IVOG | HASCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 7.91% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 13.33% | 14.39% | -1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.33% | 21.62% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.52% | 20.68% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.52% | 22.82% | -2.30% |