VOOG vs. HACAX
Compare and contrast key facts about Vanguard S&P 500 Growth ETF (VOOG) and Harbor Capital Appreciation Fund Class I (HACAX).
VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Apr 5, 2019. HACAX is managed by Harbor. It was launched on Dec 29, 1987.
Performance
VOOG vs. HACAX - Performance Comparison
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VOOG vs. HACAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VOOG Vanguard S&P 500 Growth ETF | -8.17% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
HACAX Harbor Capital Appreciation Fund Class I | -14.13% | 13.95% | 46.37% | 53.74% | -37.72% | 15.32% | 54.69% | 33.42% | -1.30% | 36.68% |
Returns By Period
In the year-to-date period, VOOG achieves a -8.17% return, which is significantly higher than HACAX's -14.13% return. Both investments have delivered pretty close results over the past 10 years, with VOOG having a 15.71% annualized return and HACAX not far ahead at 16.39%.
VOOG
- 1D
- 4.02%
- 1M
- -5.34%
- YTD
- -8.17%
- 6M
- -6.12%
- 1Y
- 22.53%
- 3Y*
- 21.80%
- 5Y*
- 12.17%
- 10Y*
- 15.71%
HACAX
- 1D
- -0.40%
- 1M
- -8.90%
- YTD
- -14.13%
- 6M
- -13.44%
- 1Y
- 8.81%
- 3Y*
- 23.01%
- 5Y*
- 10.36%
- 10Y*
- 16.39%
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VOOG vs. HACAX - Expense Ratio Comparison
VOOG has a 0.07% expense ratio, which is lower than HACAX's 0.71% expense ratio.
Return for Risk
VOOG vs. HACAX — Risk / Return Rank
VOOG
HACAX
VOOG vs. HACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Growth ETF (VOOG) 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.
| VOOG | HACAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.43 | +0.59 |
Sortino ratioReturn per unit of downside risk | 1.58 | 0.71 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.10 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 0.32 | +1.35 |
Martin ratioReturn relative to average drawdown | 6.53 | 1.07 | +5.46 |
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
| VOOG | HACAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.43 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.40 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.68 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.59 | +0.25 |
Correlation
The correlation between VOOG and HACAX is 0.93, 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
VOOG vs. HACAX - Dividend Comparison
VOOG's dividend yield for the trailing twelve months is around 0.54%, less than HACAX's 13.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOOG Vanguard S&P 500 Growth ETF | 0.54% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
HACAX Harbor Capital Appreciation Fund Class I | 13.10% | 11.25% | 21.75% | 0.00% | 0.00% | 18.64% | 12.25% | 8.88% | 10.97% | 11.56% | 6.26% | 6.83% |
Drawdowns
VOOG vs. HACAX - Drawdown Comparison
The maximum VOOG drawdown since its inception was -32.73%, smaller than the maximum HACAX drawdown of -63.05%. Use the drawdown chart below to compare losses from any high point for VOOG and HACAX.
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Drawdown Indicators
| VOOG | HACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.73% | -63.05% | +30.32% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -17.96% | +4.25% |
Max Drawdown (5Y)Largest decline over 5 years | -32.73% | -43.52% | +10.79% |
Max Drawdown (10Y)Largest decline over 10 years | -32.73% | -43.52% | +10.79% |
Current DrawdownCurrent decline from peak | -10.25% | -17.96% | +7.71% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -16.27% | +11.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 5.36% | -1.86% |
Volatility
VOOG vs. HACAX - Volatility Comparison
Vanguard S&P 500 Growth ETF (VOOG) has a higher volatility of 7.15% compared to Harbor Capital Appreciation Fund Class I (HACAX) at 5.67%. This indicates that VOOG's price experiences larger fluctuations and is considered to be riskier than HACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VOOG | HACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.15% | 5.67% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.62% | 12.59% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.25% | 20.13% | +2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.16% | 25.89% | -4.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 24.31% | -3.66% |