SGRW vs VYM
Harbor Active Small Cap Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | SGRW | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.04% | |
| AUM | $29M | $81.6B | |
| Dividend Yield | - | 2.24% | |
| Holdings | 143 | 616 | |
| YTD Return | +30.37% | +15.75% | |
| 1Y Return | - | +23.85% | |
| 3Y Return (annualized) | - | +19.14% | |
| 5Y Return (annualized) | - | +12.45% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -16.3% | -58.8% | |
| Fund Family | Harbor Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 14, 2026 | Nov 10, 2006 |
SGRW vs VYM Performance
Harbor Active Small Cap Growth ETF (SGRW) is a ETF from Harbor Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, SGRW is up 30.37% versus a gain of 15.75% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -16.3% for SGRW and -58.8% for VYM. 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 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.
Holdings Overlap
SGRW and VYM share 1 holdings out of 740 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 VYM | Difference |
|---|---|---|---|
| WSC | 0.82% | 0.02% | 0.80% |
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. On a $10,000 investment, that is $76 per year of difference.
What is the holdings overlap between SGRW and VYM?
SGRW and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 740 unique securities.
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