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HGER vs SPHD

Comparison between HARBOR COMMODITY ALL-WEATHER STRATEGY ETF (HGER, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).

HGER vs SPHD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HGER
$3.20B
SPHD
$3.20B
Expense Ratio
HGER
0.68%
Winner
SPHD
0.30%
Max Drawdown
Winner
HGER
23.31%
SPHD
42.14%
Sharpe Ratio
Winner
HGER
1.14
SPHD
0.80
5Y Beta
Winner
HGER
0.15
SPHD
0.37
P/E Ratio
HGER
N/A
SPHD
18.87
Forward P/E
HGER
N/A
SPHD
13.40
PEG Ratio
HGER
N/A
SPHD
0.49
5Y Dividends CAGR
HGER
N/A
SPHD
5.98%
5Y EPS CAGR
HGER
N/A
SPHD
5.48%
Debt to Equity
HGER
N/A
SPHD
-43.30%
P/S Ratio
HGER
N/A
SPHD
1.84
P/B Ratio
HGER
N/A
SPHD
1.81

HGER vs SPHD - Historical Returns

Returns include dividend reinvestment.

1M
HGER
-8.46%
Winner
SPHD
+0.82%
3M
HGER
-0.07%
Winner
SPHD
+4.96%
6M
Winner
HGER
+16.24%
SPHD
+8.55%
1Y
Winner
HGER
+26.92%
SPHD
+12.08%
5Y(CAGR)
Winner
HGER
+13.51%
SPHD
+7.16%
10Y(CAGR)
HGER
N/A
SPHD
+7.21%
Max(CAGR)
Winner
HGER
+13.51%
SPHD
+9.63%

HGER vs SPHD - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearHGERSPHD
2026+19.16%+7.67%
2025+18.91%+3.29%
2024+10.26%+16.18%
2023+3.21%+0.93%
2022+9.77%+0.31%
2021N/A+26.77%
2020N/A-8.99%
2019N/A+20.89%
2018N/A-6.32%
2017N/A+10.79%
2016N/A+23.47%
2015N/A+4.85%
2014N/A+21.27%
2013N/A+18.33%
2012N/A-1.73%

HGER vs SPHD Drawdown Comparison

The maximum drawdown for HGER was -23.31%, occurring on Sep 26, 2022. Recovery took 717 trading sessions.

The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.

The current HGER drawdown is -12.10%. The current SPHD drawdown is -1.92%.

RankHGERSPHD
#1-23.31%
Mar 8, 2022 - Jan 15, 2025
-41.36%
Jan 17, 2020 - Mar 8, 2021
#2-12.10%
May 12, 2026 - Jun 23, 2026
-19.51%
Apr 20, 2022 - May 15, 2024
#3-8.84%
Apr 2, 2025 - Jun 11, 2025
-13.30%
Nov 29, 2024 - Jan 22, 2026
#4-8.09%
Jan 29, 2026 - Feb 27, 2026
-12.52%
Sep 21, 2018 - Feb 5, 2019
#5-5.64%
Mar 12, 2026 - Apr 2, 2026
-11.05%
Jan 26, 2018 - Aug 17, 2018
#6-5.16%
Jun 20, 2025 - Sep 12, 2025
-8.88%
Aug 17, 2015 - Oct 22, 2015
#7-4.68%
Feb 18, 2025 - Mar 31, 2025
-8.32%
Jun 11, 2021 - Dec 29, 2021
#8-3.36%
Nov 11, 2025 - Jan 8, 2026
-7.39%
Jul 29, 2016 - Dec 7, 2016
#9-2.19%
Oct 20, 2025 - Oct 23, 2025
-7.33%
Mar 2, 2026 - Mar 20, 2026
#10-2.09%
Sep 16, 2025 - Sep 26, 2025
-7.24%
Apr 12, 2019 - Sep 10, 2019
#11-2.07%
Oct 8, 2025 - Oct 16, 2025
-6.98%
May 21, 2013 - Oct 25, 2013
#12-1.91%
Apr 7, 2026 - Apr 16, 2026
-6.67%
Dec 29, 2015 - Feb 17, 2016
#13-1.80%
Feb 14, 2022 - Feb 22, 2022
-5.84%
Nov 1, 2012 - Jan 2, 2013
#14-1.76%
Nov 3, 2025 - Nov 10, 2025
-5.76%
Jan 22, 2015 - Aug 14, 2015
#15-1.69%
Apr 16, 2026 - Apr 22, 2026
-5.04%
Jan 14, 2022 - Mar 22, 2022

Correlation

Correlation between HGER and SPHD is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2012 - 2026)

HGER vs SPHD dividend yield comparison.

YearHGERSPHD
20260.00%2.46%
20257.09%4.02%
20243.28%3.41%
20237.24%4.48%
20220.64%3.89%
20210.00%3.45%
20200.00%4.89%
20190.00%4.07%
20180.00%4.40%
20170.00%3.14%
20160.00%3.83%
20150.00%3.49%
20140.00%3.24%
20130.00%3.68%
20120.00%0.93%

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