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SPGP vs. HACAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

SPGP vs. HACAX

Last updated May 12, 2025

Compare and contrast key facts about Invesco S&P 500 GARP ETF (SPGP) and Harbor Capital Appreciation Fund Class I (HACAX).

SPGP is a passively managed fund by Invesco that tracks the performance of the S&P 500 GARP Index. It was launched on Jun 16, 2011. HACAX is managed by Harbor Funds. It was launched on Dec 29, 1987.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPGP or HACAX.

Correlation

The correlation between SPGP and HACAX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

SPGP vs. HACAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 GARP ETF (SPGP) and Harbor Capital Appreciation Fund Class I (HACAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

SPGP

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

HACAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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SPGP vs. HACAX - Expense Ratio Comparison

SPGP has a 0.36% expense ratio, which is lower than HACAX's 0.71% expense ratio.

HACAX
Harbor Capital Appreciation Fund Class I
SPGP
Invesco S&P 500 GARP ETF

Risk-Adjusted Performance

SPGP vs. HACAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SPGP
The Risk-Adjusted Performance Rank of SPGP is 1515
Overall Rank
The Sharpe Ratio Rank of SPGP is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of SPGP is 1515
Sortino Ratio Rank
The Omega Ratio Rank of SPGP is 1515
Omega Ratio Rank
The Calmar Ratio Rank of SPGP is 1414
Calmar Ratio Rank
The Martin Ratio Rank of SPGP is 1414
Martin Ratio Rank
HACAX
The Risk-Adjusted Performance Rank of HACAX is 2424
Overall Rank
The Sharpe Ratio Rank of HACAX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of HACAX is 2626
Sortino Ratio Rank
The Omega Ratio Rank of HACAX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of HACAX is 2222
Calmar Ratio Rank
The Martin Ratio Rank of HACAX is 2222
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SPGP vs. HACAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 GARP ETF (SPGP) and Harbor Capital Appreciation Fund Class I (HACAX). 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.

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Dividends

SPGP vs. HACAX - Dividend Comparison

SPGP's dividend yield for the trailing twelve months is around 1.54%, while HACAX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
SPGP
Invesco S&P 500 GARP ETF		1.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HACAX
Harbor Capital Appreciation Fund Class I		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SPGP vs. HACAX - Drawdown Comparison

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Volatility

SPGP vs. HACAX - Volatility Comparison

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