SGRW vs VYM
Harbor Active Small Cap Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, SGRW or VYM?
Small Cap Blend against Large Cap Value.
VYM has a lower expense ratio. SGRW is less concentrated, with 23.4% of the fund in its ten largest positions against 25.9%.
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
| Metric | SGRW | VYM |
|---|---|---|
| Expense Ratio | 0.80% | 0.04%Best |
| AUM | $28M | $81.6B |
| Dividend Yield | 0.00% | 2.22% |
| Holdings | 139 | 613 |
| YTD Return | +21.86%Best | +13.15% |
| 1Y Return | - | +17.82% |
| 3Y Return (annualized) | - | +17.99% |
| 5Y Return (annualized) | - | +12.16% |
| Top 10 Weight | 23.4%Best | 25.9% |
| Fund Family | Harbor Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Value |
| Inception | Jan 14, 2026 | Nov 10, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
SGRW vs VYM 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 VYM Performance
Harbor Active Small Cap Growth ETF (SGRW) is an ETF from Harbor Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, SGRW is up 21.86% versus a gain of 13.15% for VYM.
Past performance does not guarantee future results.
Fees and Cost Over Time
SGRW charges 0.80% per year while VYM charges 0.04%. On a $10,000 position that is $80 vs $4 annually, a gap of $76 per year that compounds over a long holding period. On income, SGRW currently yields 0.00% against 2.22% for VYM.
Holdings Overlap
0.6% of SGRW's money is in holdings VYM 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 603 in VYM, against full books of 139 and 613.
What only one of them owns
Our book lists 567 positions for VYM that do not appear in our book for SGRW (97.5% of the fund), and 126 for SGRW that do not appear in VYM (92.3%).
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
| Stock | Weight in SGRW | Weight in VYM | Difference |
|---|---|---|---|
| WSCWillscot Corporation Common Stock | 0.64% | 0.02% | 0.62% |
You are not choosing between two funds in isolation.
Whichever of SGRW and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SGRW or VYM?
SGRW has an expense ratio of 0.80% while VYM charges 0.04%. VYM is the cheaper option, by $76 a year on a $10,000 investment.
Which pays a higher dividend, SGRW or VYM?
SGRW yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than SGRW?
VYM has a lower expense ratio. SGRW is less concentrated, with 23.4% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.