SGRW vs. DUSG

Last updated Jul 21, 2026

SGRW (Harbor Active Small Cap Growth ETF) and DUSG (Dimensional U.S. Small Cap Growth ETF) are both Small Cap Growth Equities funds. Both are actively managed. A 0.77 correlation means they provide meaningful diversification when combined.

Performance

SGRW vs. DUSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor Active Small Cap Growth ETF (SGRW) and Dimensional U.S. Small Cap Growth ETF (DUSG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SGRW

• 1D: -1.32%
• 1M: -1.88%
• 6M: 20.44%
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

DUSG

• 1D: -0.58%
• 1M: -0.64%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SGRW vs. DUSG - Yearly Performance Comparison

	2026 (YTD)
SGRW Harbor Active Small Cap Growth ETF	11.94%
DUSG Dimensional U.S. Small Cap Growth ETF	2.05%

Correlation

The correlation between SGRW and DUSG is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 6, 2026	0.77

Return for Risk

SGRW vs. DUSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor Active Small Cap Growth ETF (SGRW) and Dimensional U.S. Small Cap Growth ETF (DUSG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

SGRW vs. DUSG - Drawdown Comparison

The maximum SGRW drawdown since its inception was -16.25%, which is greater than DUSG's maximum drawdown of -4.19%. Use the drawdown chart below to compare losses from any high point for SGRW and DUSG.

Drawdown Indicators

	SGRW	DUSG	Difference
Max Drawdown Largest peak-to-trough decline	-16.25%	-4.19%	-12.06%
Current Drawdown Current decline from peak	-8.01%	-2.92%	-5.09%
Average Drawdown Average peak-to-trough decline	-4.12%	-1.20%	-2.92%

Volatility

Volatility by Period

	SGRW	DUSG	Difference
Volatility (1Y) Calculated over the trailing 1-year period	27.28%	14.50%	+12.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.28%	14.50%	+12.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.28%	14.50%	+12.78%

Dividends

SGRW vs. DUSG - Dividend Comparison

SGRW has not paid dividends to shareholders, while DUSG's dividend yield for the trailing twelve months is around 0.14%.

Position	TTM
DUSG Dimensional U.S. Small Cap Growth ETF	0.14%
SGRW Harbor Active Small Cap Growth ETF	0.00%

Frequently Asked Questions

Can I hold both SGRW and DUSG in my portfolio?

SGRW and DUSG have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF pays a higher dividend yield, SGRW or DUSG?

DUSG has the higher dividend yield at 0.14%, compared with 0.00% for SGRW.

What is the main difference between SGRW and DUSG?

They also come from different issuers: Harbor and Dimensional Fund Advisors.