IVOG vs. HASGX
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Harbor Small Cap Growth Fund (HASGX).
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. HASGX is managed by Harbor. It was launched on Nov 1, 2000.
Performance
IVOG vs. HASGX - Performance Comparison
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IVOG vs. HASGX - 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% |
HASGX Harbor Small Cap Growth Fund | 0.58% | 11.44% | 9.34% | 22.20% | -25.60% | 9.40% | 38.54% | 42.39% | -11.37% | 24.71% |
Returns By Period
In the year-to-date period, IVOG achieves a 5.26% return, which is significantly higher than HASGX's 0.58% return. Over the past 10 years, IVOG has underperformed HASGX with an annualized return of 10.63%, while HASGX has yielded a comparatively higher 11.71% annualized return.
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%
HASGX
- 1D
- 4.59%
- 1M
- -7.47%
- YTD
- 0.58%
- 6M
- 3.57%
- 1Y
- 25.38%
- 3Y*
- 11.60%
- 5Y*
- 2.89%
- 10Y*
- 11.71%
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IVOG vs. HASGX - Expense Ratio Comparison
IVOG has a 0.15% expense ratio, which is lower than HASGX's 0.87% expense ratio.
Return for Risk
IVOG vs. HASGX — Risk / Return Rank
IVOG
HASGX
IVOG vs. HASGX - 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 Growth Fund (HASGX). 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 | HASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.03 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.57 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.62 | +0.08 |
Martin ratioReturn relative to average drawdown | 7.36 | 6.44 | +0.93 |
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
| IVOG | HASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.03 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.13 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.51 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.39 | +0.21 |
Correlation
The correlation between IVOG and HASGX 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. HASGX - Dividend Comparison
IVOG's dividend yield for the trailing twelve months is around 0.61%, less than HASGX's 1.12% 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% |
HASGX Harbor Small Cap Growth Fund | 1.12% | 1.13% | 3.53% | 0.03% | 4.80% | 27.66% | 7.21% | 3.44% | 27.29% | 10.10% | 0.47% | 13.13% |
Drawdowns
IVOG vs. HASGX - Drawdown Comparison
The maximum IVOG drawdown since its inception was -39.32%, smaller than the maximum HASGX drawdown of -54.33%. Use the drawdown chart below to compare losses from any high point for IVOG and HASGX.
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Drawdown Indicators
| IVOG | HASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.32% | -54.33% | +15.01% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -14.11% | +0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -34.17% | +4.86% |
Max Drawdown (10Y)Largest decline over 10 years | -39.32% | -38.53% | -0.79% |
Current DrawdownCurrent decline from peak | -5.49% | -8.94% | +3.45% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -10.23% | +4.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 3.56% | -0.38% |
Volatility
IVOG vs. HASGX - Volatility Comparison
The current volatility for Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) is 7.64%, while Harbor Small Cap Growth Fund (HASGX) has a volatility of 9.36%. This indicates that IVOG experiences smaller price fluctuations and is considered to be less risky than HASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVOG | HASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 9.36% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 13.33% | 15.54% | -2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.33% | 24.72% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.52% | 23.22% | -2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.52% | 23.06% | -2.54% |