SGRW vs SPY
Harbor Active Small Cap Growth ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SGRW | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.09% | |
| AUM | $29M | $821.1B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 143 | 505 | |
| YTD Return | +30.79% | +13.17% | |
| 1Y Return | - | +21.53% | |
| 3Y Return (annualized) | - | +22.06% | |
| 5Y Return (annualized) | - | +13.35% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -16.3% | -56.5% | |
| Fund Family | Harbor Funds | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jan 14, 2026 | Jan 22, 1993 |
SGRW vs SPY Performance
Harbor Active Small Cap Growth ETF (SGRW) is a ETF from Harbor Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, SGRW is up 30.79% versus a gain of 13.17% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -16.3% for SGRW and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SGRW charges 0.80% per year while SPY charges 0.09%. On a $10,000 position that is $80 vs $9 annually, a gap of $71 per year that compounds over a long holding period.
Holdings Overlap
SGRW and SPY share 1 holdings out of 641 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SGRW | Weight in SPY | Difference |
|---|---|---|---|
| GNRC | 0.78% | 0.02% | 0.76% |
Frequently Asked Questions
Which is cheaper, SGRW or SPY?
SGRW has an expense ratio of 0.80% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
What is the holdings overlap between SGRW and SPY?
SGRW and SPY share 1 common holdings with a 0.0% weight overlap. Combined, they hold 641 unique securities.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.