DDDD vs SGRW
Comparison between YIELDMAX(R) U.S. STOCKS TARGET DOUBLE DISTRIBUTION ETF (DDDD, ETF) and HARBOR ACTIVE SMALL CAP GROWTH ETF (SGRW, ETF).
DDDD vs SGRW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DDDD vs SGRW - Holdings Comparison
DDDD and SGRW have 1 common holdings. Overlap is -0.99%
DDDD's top 25 holdings weight is 72.19%. SGRW's top 25 holdings weight is 45.43%.
| Rank | DDDD | SGRW |
|---|---|---|
| #1 | QUALCOMM INC (QCOM) - 6.47% | DIGITAL TURBINE INC (APPS) - 3.62% |
| #2 | TEXAS INSTRUMENTS INC (TXN) - 6.17% | SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 3.32% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 5.11% | n/a (PRCH) - 2.92% |
| #4 | COCA-COLA CO (KO) - 3.98% | US DOLLAR (n/a) - 2.69% |
| #5 | CHEVRON CORP (CVX) - 3.95% | n/a (INDI) - 2.33% |
| #6 | MERCK & CO INC (MRK) - 3.82% | n/a (FPS) - 2.18% |
| #7 | CONOCOPHILLIPS (COP) - 3.61% | MATERION CORP (MTRN) - 2.08% |
| #8 | VERIZON COMMUNICATIONS INC (VZ) - 3.61% | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 1.96% |
| #9 | PROCTER & GAMBLE CO (PG) - 3.49% | FTAI AVIATION LTD (FTAI) - 1.86% |
| #10 | AMGEN INC (AMGN) - 3.43% | GATES INDUSTRIAL CORP PLC (GTES) - 1.83% |
| #11 | PEPSICO INC (PEP) - 3.43% | CARPENTER TECHNOLOGY CORP (CRS) - 1.80% |
| #12 | THE HOME DEPOT INC (HD) - 3.34% | RBC BEARINGS INC (RBC) - 1.71% |
| #13 | ALTRIA GROUP INC (MO) - 2.98% | SI-BONE INC (SIBN) - 1.63% |
| #14 | ABBOTT LABORATORIES (ABT) - 2.97% | MODINE MANUFACTURING CO (MOD) - 1.61% |
| #15 | ACCENTURE PLC CLASS A (ACN) - 2.88% | MAGNITE INC (MGNI) - 1.61% |
| #16 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.84% | ONTO INNOVATION INC (ONTO) - 1.59% |
| #17 | LOCKHEED MARTIN CORP (LMT) - 2.63% | DAVE INC ORDINARY SHARES CLASS A (DAVE) - 1.55% |
| #18 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.34% | TEXAS CAPITAL BANCSHARES INC (TCBI) - 1.54% |
| #19 | COMCAST CORP CLASS A (CMCSA) - 2.27% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.36% |
| #20 | BLACKSTONE INC (BX) - 2.20% | BIOLIFE SOLUTIONS INC (BLFS) - 1.22% |
| #21 | ACN US 06/18/26 C200 (n/a) - 0.14% | ORTHOPEDIATRICS CORP (KIDS) - 1.09% |
| #22 | TXN US 06/18/26 C350 (n/a) - 0.14% | TTM TECHNOLOGIES INC (TTMI) - 1.00% |
| #23 | NEXSTAR MEDIA GROUP INC (NXST) - 0.13% | CELLEBRITE DI LTD (CLBT) - 0.99% |
| #24 | MOELIS & CO CLASS A (MC) - 0.13% | UNUSUAL MACHINES INC (UMAC) - 0.98% |
| #25 | ERIE INDEMNITY CO CLASS A (ERIE) - 0.13% | VEECO INSTRUMENTS INC (VECO) - 0.96% |
| Total Holdings | 127 | 140 |
DDDD vs SGRW - Historical Returns
Returns include dividend reinvestment.
DDDD vs SGRW - Annual Returns (2026 - 2026)
Returns include dividend reinvestment.
| Year | DDDD | SGRW |
|---|---|---|
| 2026 | +4.80% | +13.36% |
DDDD vs SGRW Drawdown Comparison
The maximum drawdown for DDDD was -1.88%, occurring on Mar 20, 2026. Recovery took 15 trading sessions.
The maximum drawdown for SGRW was -16.25%, occurring on Mar 30, 2026. Recovery took 59 trading sessions.
The current DDDD drawdown is -1.48%. The current SGRW drawdown is -3.59%.
| Rank | DDDD | SGRW |
|---|---|---|
| #1 | -1.88% Mar 17, 2026 - Apr 8, 2026 | -16.25% Jan 22, 2026 - Apr 17, 2026 |
| #2 | -1.70% May 22, 2026 - Jun 1, 2026 | -5.59% May 6, 2026 - May 22, 2026 |
| #3 | -1.64% Apr 30, 2026 - May 19, 2026 | -4.60% Jun 4, 2026 - Jun 5, 2026 |
| #4 | -1.08% Apr 9, 2026 - Apr 17, 2026 | -2.99% Apr 20, 2026 - Apr 30, 2026 |
| #5 | -0.89% Apr 23, 2026 - Apr 30, 2026 | -0.97% Jun 2, 2026 - Jun 4, 2026 |
| #6 | -0.47% Apr 17, 2026 - Apr 23, 2026 | -0.59% Jan 15, 2026 - Jan 21, 2026 |
| #7 | -0.10% Mar 12, 2026 - Mar 16, 2026 | N/A |
Correlation
Correlation between DDDD and SGRW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
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