SGRW vs VOO

SGRW vs VOO

Which is better, SGRW or VOO?

Small Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. SGRW is less concentrated, with 23.4% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOLess Concentrated: SGRW

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSGRWVOO
Expense Ratio0.80%0.03%Best
AUM$28M$997.4B
Dividend Yield0.00%1.04%
Holdings139509
YTD Return+21.86%Best+11.55%
1Y Return-+17.54%
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Top 10 Weight23.4%Best36.4%
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionJan 14, 2026Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

SGRW vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SGRW vs VOO Performance

Harbor Active Small Cap Growth ETF (SGRW) is an ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, SGRW is up 21.86% versus a gain of 11.55% for VOO.

Past performance does not guarantee future results.

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. On income, SGRW currently yields 0.00% against 1.04% for VOO.

Holdings Overlap

SGRW already in VOO0.8%

0.8% of SGRW's money is in holdings VOO also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 134 positions we hold weights for in SGRW and 505 in VOO, against full books of 139 and 509.

What only one of them owns

Our book lists 495 positions for VOO that do not appear in our book for SGRW (99.4% of the fund), and 126 for SGRW that do not appear in VOO (92.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SGRWWeight in VOODifference
GNRCGenerac Holdings, Inc.0.75%0.03%0.72%

You are not choosing between two funds in isolation.

Whichever of SGRW and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SGRWVOO

Free for up to 10 holdings. No account needed.

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, by $77 a year on a $10,000 investment.

Which pays a higher dividend, SGRW or VOO?

SGRW yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than SGRW?

VOO has a lower expense ratio. SGRW is less concentrated, with 23.4% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.