HGER vs SPY
Comparison between HARBOR COMMODITY ALL-WEATHER STRATEGY ETF (HGER, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
HGER vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HGER
$2.80B
Winner
SPY
$652B
Expense Ratio
HGER
0.68%
Winner
SPY
0.09%
Max Drawdown
Winner
HGER
23.31%
SPY
56.47%
Sharpe Ratio
Winner
HGER
2.18
SPY
2.07
5Y Beta
Winner
HGER
0.14
SPY
1.00
P/E Ratio
HGER
N/A
SPY
28.24
Forward P/E
HGER
N/A
SPY
21.85
5Y Dividends CAGR
HGER
N/A
SPY
5.43%
5Y EPS CAGR
HGER
N/A
SPY
25.79%
Debt to Equity
HGER
N/A
SPY
22.35%
P/S Ratio
HGER
N/A
SPY
3.55
P/B Ratio
HGER
N/A
SPY
5.29
HGER vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
HGER
+4.97%
Winner
SPY
+9.11%
3M
Winner
HGER
+18.92%
SPY
+6.59%
6M
Winner
HGER
+31.47%
SPY
+10.56%
1Y
Winner
HGER
+47.02%
SPY
+32.04%
5Y(CAGR)
Winner
HGER
+16.65%
SPY
+13.35%
10Y(CAGR)
HGER
N/A
SPY
+15.49%
Max(CAGR)
Winner
HGER
+16.65%
SPY
+8.50%
HGER vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HGER | SPY |
|---|---|---|
| 2026 | +31.63% | +8.27% |
| 2025 | +18.91% | +18.00% |
| 2024 | +10.26% | +25.59% |
| 2023 | +3.21% | +26.72% |
| 2022 | +9.77% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
HGER vs SPY Drawdown Comparison
The maximum drawdown for HGER was -23.31%, occurring on Sep 26, 2022. Recovery took 717 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current HGER drawdown is -0.88%.
| Rank | HGER | SPY |
|---|---|---|
| #1 | -23.31% Mar 8, 2022 - Jan 15, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -8.84% Apr 2, 2025 - Jun 11, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -8.09% Jan 29, 2026 - Feb 27, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -5.64% Mar 12, 2026 - Apr 2, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.16% Jun 20, 2025 - Sep 12, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -4.68% Feb 18, 2025 - Mar 31, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -3.36% Nov 11, 2025 - Jan 8, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.19% Oct 20, 2025 - Oct 23, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.09% Sep 16, 2025 - Sep 26, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.07% Oct 8, 2025 - Oct 16, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.91% Apr 7, 2026 - Apr 16, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.80% Feb 14, 2022 - Feb 22, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.76% Nov 3, 2025 - Nov 10, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.69% Apr 16, 2026 - Apr 22, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.68% Mar 6, 2026 - Mar 11, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HGER and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (1999 - 2026)
HGER vs SPY dividend yield comparison.
| Year | HGER | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 7.09% | 1.07% |
| 2024 | 3.28% | 1.21% |
| 2023 | 7.24% | 1.40% |
| 2022 | 0.64% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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