HGER vs UCON
Comparison between HARBOR COMMODITY ALL-WEATHER STRATEGY ETF (HGER, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).
HGER vs UCON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HGER
$3.20B
Winner
UCON
$3.30B
Expense Ratio
Winner
HGER
0.68%
UCON
0.86%
Max Drawdown
HGER
23.31%
Winner
UCON
15.31%
Sharpe Ratio
Winner
HGER
1.14
UCON
0.46
5Y Beta
HGER
0.15
Winner
UCON
0.04
5Y Dividends CAGR
HGER
N/A
UCON
8.79%
HGER vs UCON - Historical Returns
Returns include dividend reinvestment.
1M
HGER
-8.46%
Winner
UCON
+0.50%
3M
HGER
-0.07%
Winner
UCON
+1.42%
6M
Winner
HGER
+16.24%
UCON
+0.93%
1Y
Winner
HGER
+26.92%
UCON
+5.02%
5Y(CAGR)
Winner
HGER
+13.51%
UCON
+2.79%
10Y(CAGR)
HGER
N/A
UCON
+3.70%
Max(CAGR)
Winner
HGER
+13.51%
UCON
+3.70%
HGER vs UCON - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | HGER | UCON |
|---|---|---|
| 2026 | +19.16% | +0.75% |
| 2025 | +18.91% | +7.00% |
| 2024 | +10.26% | +4.90% |
| 2023 | +3.21% | +7.67% |
| 2022 | +9.77% | -5.72% |
| 2021 | N/A | +1.05% |
| 2020 | N/A | +6.67% |
| 2019 | N/A | +7.13% |
| 2018 | N/A | +1.11% |
HGER vs UCON Drawdown Comparison
The maximum drawdown for HGER was -23.31%, occurring on Sep 26, 2022. Recovery took 717 trading sessions.
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The current HGER drawdown is -12.10%. The current UCON drawdown is -0.42%.
| Rank | HGER | UCON |
|---|---|---|
| #1 | -23.31% Mar 8, 2022 - Jan 15, 2025 | -15.31% Mar 5, 2020 - Jul 2, 2020 |
| #2 | -12.10% May 12, 2026 - Jun 23, 2026 | -9.60% Sep 14, 2021 - Dec 14, 2023 |
| #3 | -8.84% Apr 2, 2025 - Jun 11, 2025 | -2.45% Feb 26, 2026 - Mar 26, 2026 |
| #4 | -8.09% Jan 29, 2026 - Feb 27, 2026 | -1.70% Feb 1, 2024 - May 15, 2024 |
| #5 | -5.64% Mar 12, 2026 - Apr 2, 2026 | -1.67% Sep 24, 2024 - Feb 24, 2025 |
| #6 | -5.16% Jun 20, 2025 - Sep 12, 2025 | -1.53% Mar 3, 2025 - May 30, 2025 |
| #7 | -4.68% Feb 18, 2025 - Mar 31, 2025 | -1.12% Nov 9, 2018 - Jan 10, 2019 |
| #8 | -3.36% Nov 11, 2025 - Jan 8, 2026 | -1.07% Feb 11, 2021 - May 26, 2021 |
| #9 | -2.19% Oct 20, 2025 - Oct 23, 2025 | -0.96% Sep 4, 2019 - Oct 1, 2019 |
| #10 | -2.09% Sep 16, 2025 - Sep 26, 2025 | -0.88% Feb 24, 2020 - Mar 3, 2020 |
| #11 | -2.07% Oct 8, 2025 - Oct 16, 2025 | -0.87% Dec 28, 2023 - Jan 12, 2024 |
| #12 | -1.91% Apr 7, 2026 - Apr 16, 2026 | -0.83% Oct 13, 2020 - Nov 5, 2020 |
| #13 | -1.80% Feb 14, 2022 - Feb 22, 2022 | -0.75% Oct 28, 2025 - Nov 25, 2025 |
| #14 | -1.76% Nov 3, 2025 - Nov 10, 2025 | -0.73% May 15, 2024 - Jun 4, 2024 |
| #15 | -1.69% Apr 16, 2026 - Apr 22, 2026 | -0.73% Feb 19, 2019 - Mar 6, 2019 |
Correlation
Correlation between HGER and UCON is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2018 - 2026)
HGER vs UCON dividend yield comparison.
| Year | HGER | UCON |
|---|---|---|
| 2026 | 0.00% | 1.83% |
| 2025 | 7.09% | 4.63% |
| 2024 | 3.28% | 4.95% |
| 2023 | 7.24% | 4.75% |
| 2022 | 0.64% | 3.12% |
| 2021 | 0.00% | 2.20% |
| 2020 | 0.00% | 3.14% |
| 2019 | 0.00% | 3.25% |
| 2018 | 0.00% | 1.76% |
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