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MSII vs SGRW

Comparison between REX MSTR GROWTH & INCOME ETF (MSII, ETF) and HARBOR ACTIVE SMALL CAP GROWTH ETF (SGRW, ETF).

MSII vs SGRW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MSII
$4.10M
SGRW
$4.10M
Expense Ratio
MSII
N/A
SGRW
0.80%
Max Drawdown
MSII
81.96%
Winner
SGRW
16.25%
Sharpe Ratio
MSII
-1.25
Winner
SGRW
1.16
5Y Beta
MSII
2.97
Winner
SGRW
1.69
P/E Ratio
MSII
N/A
SGRW
-94.95
Forward P/E
MSII
N/A
SGRW
23.45
5Y EPS CAGR
MSII
N/A
SGRW
14.21%
Debt to Equity
MSII
N/A
SGRW
55.15%
P/S Ratio
MSII
N/A
SGRW
3.47
P/B Ratio
MSII
N/A
SGRW
4.83

MSII vs SGRW - Holdings Comparison

MSII and SGRW have 0 common holdings. Overlap is 0.00%

MSII's top 25 holdings weight is 3.76%. SGRW's top 25 holdings weight is 45.43%.

RankMSIISGRW
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.76%
DIGITAL TURBINE INC (APPS) - 3.62%
#2N/A
SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 3.32%
#3N/A
n/a (PRCH) - 2.92%
#4N/A
US DOLLAR (n/a) - 2.69%
#5N/A
n/a (INDI) - 2.33%
#6N/A
n/a (FPS) - 2.18%
#7N/A
MATERION CORP (MTRN) - 2.08%
#8N/A
CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 1.96%
#9N/A
FTAI AVIATION LTD (FTAI) - 1.86%
#10N/A
GATES INDUSTRIAL CORP PLC (GTES) - 1.83%
#11N/A
CARPENTER TECHNOLOGY CORP (CRS) - 1.80%
#12N/A
RBC BEARINGS INC (RBC) - 1.71%
#13N/A
SI-BONE INC (SIBN) - 1.63%
#14N/A
MODINE MANUFACTURING CO (MOD) - 1.61%
#15N/A
MAGNITE INC (MGNI) - 1.61%
#16N/A
ONTO INNOVATION INC (ONTO) - 1.59%
#17N/A
DAVE INC ORDINARY SHARES CLASS A (DAVE) - 1.55%
#18N/A
TEXAS CAPITAL BANCSHARES INC (TCBI) - 1.54%
#19N/A
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.36%
#20N/A
BIOLIFE SOLUTIONS INC (BLFS) - 1.22%
#21N/A
ORTHOPEDIATRICS CORP (KIDS) - 1.09%
#22N/A
TTM TECHNOLOGIES INC (TTMI) - 1.00%
#23N/A
CELLEBRITE DI LTD (CLBT) - 0.99%
#24N/A
UNUSUAL MACHINES INC (UMAC) - 0.98%
#25N/A
VEECO INSTRUMENTS INC (VECO) - 0.96%
Total Holdings1140

MSII vs SGRW - Historical Returns

Returns include dividend reinvestment.

1M
MSII
-34.03%
Winner
SGRW
+4.10%
3M
MSII
-11.69%
Winner
SGRW
+21.08%
6M
MSII
-33.02%
SGRW
N/A
1Y
MSII
-69.26%
SGRW
N/A
Max(CAGR)
MSII
-67.83%
Winner
SGRW
+37.44%

MSII vs SGRW - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearMSIISGRW
2026-22.67%+13.36%
2025-60.18%N/A

MSII vs SGRW Drawdown Comparison

The maximum drawdown for MSII was -78.68%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for SGRW was -16.25%, occurring on Mar 30, 2026. Recovery took 59 trading sessions.

The current MSII drawdown is -74.01%. The current SGRW drawdown is -3.59%.

RankMSIISGRW
#1-78.68%
Jul 16, 2025 - Feb 5, 2026
-16.25%
Jan 22, 2026 - Apr 17, 2026
#2-7.92%
Jun 30, 2025 - Jul 3, 2025
-5.59%
May 6, 2026 - May 22, 2026
#3-6.11%
Jun 9, 2025 - Jun 25, 2025
-4.60%
Jun 4, 2026 - Jun 5, 2026
#4-2.82%
Jun 4, 2025 - Jun 9, 2025
-2.99%
Apr 20, 2026 - Apr 30, 2026
#5-1.69%
Jul 14, 2025 - Jul 16, 2025
-0.97%
Jun 2, 2026 - Jun 4, 2026
#6-1.63%
Jul 3, 2025 - Jul 9, 2025
-0.59%
Jan 15, 2026 - Jan 21, 2026
#7-0.48%
Jun 25, 2025 - Jun 30, 2025
N/A

Correlation

Correlation between MSII and SGRW is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

0.24
-101

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