SGRW vs VTI
Harbor Active Small Cap Growth ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | SGRW | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $29M | $666.9B | |
| Dividend Yield | - | 1.07% | |
| Holdings | 143 | 3,543 | |
| YTD Return | +28.81% | +12.65% | |
| 1Y Return | - | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -16.3% | -56.6% | |
| Fund Family | Harbor Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 14, 2026 | May 24, 2001 |
SGRW vs VTI Performance
Harbor Active Small Cap Growth ETF (SGRW) is a ETF from Harbor Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, SGRW is up 28.81% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -16.3% for SGRW and -56.6% for VTI. 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 VTI 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
SGRW and VTI share 103 holdings out of 2822 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SGRW or VTI?
SGRW has an expense ratio of 0.80% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
What is the holdings overlap between SGRW and VTI?
SGRW and VTI share 103 common holdings with a 0.5% weight overlap. Combined, they hold 2822 unique securities.
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