SGRW vs VOO

SGRW vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricSGRWVOOWinner
Expense Ratio0.80%0.03%
AUM$29M$997.4B
Dividend Yield-1.08%
Holdings143509
YTD Return+30.79%+13.20%
1Y Return-+21.62%
3Y Return (annualized)-+22.16%
5Y Return (annualized)-+13.42%
Volatility (annualized)-14.1%
Max Drawdown-16.3%-34.3%
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
InceptionJan 14, 2026Sep 7, 2010

SGRW vs VOO Performance

Harbor Active Small Cap Growth ETF (SGRW) is a ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, SGRW is up 30.79% versus a gain of 13.20% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -16.3% for SGRW and -34.3% for VOO. 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 VOO charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period.

Holdings Overlap

0.0%overlap

SGRW and VOO share 1 holdings out of 642 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SGRWWeight in VOODifference
GNRC0.78%0.03%0.75%

Frequently Asked Questions

Which is cheaper, SGRW or VOO?

SGRW has an expense ratio of 0.80% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

What is the holdings overlap between SGRW and VOO?

SGRW and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 642 unique securities.

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