IVES vs WINN
Comparison between Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF) and HARBOR LONG-TERM GROWERS ETF (WINN, ETF).
IVES vs WINN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVES
$1.20B
WINN
$1.20B
Expense Ratio
IVES
0.75%
Winner
WINN
0.57%
Max Drawdown
Winner
IVES
22.95%
WINN
32.12%
Sharpe Ratio
Winner
IVES
1.34
WINN
0.63
5Y Beta
IVES
1.78
Winner
WINN
1.22
P/E Ratio
IVES
86.13
Winner
WINN
39.10
Forward P/E
Winner
IVES
11.16
WINN
29.74
PEG Ratio
IVES
N/A
WINN
0.59
5Y EPS CAGR
IVES
N/A
WINN
35.67%
Debt to Equity
IVES
76.88%
WINN
N/A
P/S Ratio
Winner
IVES
1.50
WINN
5.91
P/B Ratio
Winner
IVES
3.80
WINN
11.60
IVES vs WINN - Holdings Comparison
IVES and WINN have 2 common holdings. Overlap is 1.44%
IVES's top 25 holdings weight is 53.09%. WINN's top 25 holdings weight is 81.54%.
| Rank | IVES | WINN |
|---|---|---|
| #1 | ELASTIC NV (ESTC) - 4.43% | NVIDIA CORP (NVDA) - 11.47% |
| #2 | GDS HOLDINGS LTD ADR (GDS) - 4.08% | APPLE INC (AAPL) - 7.77% |
| #3 | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% | ALPHABET INC CLASS A (GOOGL) - 7.54% |
| #4 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% | BROADCOM INC (AVGO) - 7.40% |
| #5 | SUPER MICRO COMPUTER INC (SMCI) - 3.01% | MICROSOFT CORP (MSFT) - 6.93% |
| #6 | DATADOG INC CLASS A (DDOG) - 2.91% | AMAZON.COM INC (AMZN) - 6.85% |
| #7 | PURE STORAGE INC CLASS A (PSTG) - 2.86% | ELI LILLY AND CO (LLY) - 4.12% |
| #8 | NETAPP INC (NTAP) - 2.77% | META PLATFORMS INC CLASS A (META) - 2.65% |
| #9 | CLOUDFLARE INC (NET) - 2.68% | ADVANCED MICRO DEVICES INC (AMD) - 2.63% |
| #10 | NUTANIX INC CLASS A (NTNX) - 2.51% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.57% |
| #11 | MONGODB INC CLASS A (MDB) - 2.34% | MASTERCARD INC CLASS A (MA) - 2.43% |
| #12 | OKTA INC CLASS A (OKTA) - 2.21% | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.11% |
| #13 | DROPBOX INC CLASS A (DBX) - 1.49% | TESLA INC (TSLA) - 1.85% |
| #14 | APPFOLIO INC CLASS A (APPF) - 1.47% | NETFLIX INC (NFLX) - 1.85% |
| #15 | GITLAB INC CLASS A (GTLB) - 1.44% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.66% |
| #16 | SMARTSHEET INC CLASS A (SMAR) - 1.39% | BOEING CO (BA) - 1.59% |
| #17 | INFORMATICA INC (INFA) - 1.38% | GE AEROSPACE (GE) - 1.58% |
| #18 | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% | WALMART INC (WMT) - 1.18% |
| #19 | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% | n/a (SHOP) - 1.16% |
| #20 | COMMVAULT SYSTEMS INC (CVLT) - 1.21% | CONSTELLATION ENERGY CORP (CEG) - 1.12% |
| #21 | CONFLUENT INC CLASS A (CFLT) - 1.17% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.11% |
| #22 | VNET GROUP INC ADR (VNET) - 1.11% | CLOUDFLARE INC (NET) - 1.04% |
| #23 | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% | US DOLLAR (n/a) - 1.02% |
| #24 | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% | COMFORT SYSTEMS USA INC (FIX) - 0.97% |
| #25 | BOX INC CLASS A (BOX) - 0.82% | ANALOG DEVICES INC (ADI) - 0.94% |
| Total Holdings | 46 | 72 |
IVES vs WINN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVES
+2.84%
WINN
-1.11%
3M
Winner
IVES
+22.94%
WINN
+10.89%
6M
Winner
IVES
+16.43%
WINN
+3.33%
1Y
Winner
IVES
+41.88%
WINN
+13.65%
5Y(CAGR)
IVES
N/A
WINN
+13.40%
Max(CAGR)
Winner
IVES
+45.15%
WINN
+13.40%
IVES vs WINN - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IVES | WINN |
|---|---|---|
| 2026 | +15.56% | +3.10% |
| 2025 | +25.06% | +14.23% |
| 2024 | N/A | +34.37% |
| 2023 | N/A | +53.66% |
| 2022 | N/A | -26.67% |
IVES vs WINN Drawdown Comparison
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The maximum drawdown for WINN was -32.08%, occurring on Dec 28, 2022. Recovery took 414 trading sessions.
The current IVES drawdown is -11.38%. The current WINN drawdown is -6.00%.
| Rank | IVES | WINN |
|---|---|---|
| #1 | -22.64% Oct 29, 2025 - May 6, 2026 | -32.08% Mar 29, 2022 - Nov 20, 2023 |
| #2 | -13.54% Jun 1, 2026 - Jun 10, 2026 | -23.66% Feb 14, 2025 - Jun 26, 2025 |
| #3 | -4.63% Aug 13, 2025 - Aug 28, 2025 | -18.06% Oct 29, 2025 - May 14, 2026 |
| #4 | -4.26% Jul 28, 2025 - Aug 13, 2025 | -15.95% Feb 9, 2022 - Mar 29, 2022 |
| #5 | -4.20% Oct 8, 2025 - Oct 24, 2025 | -14.18% Jul 10, 2024 - Oct 29, 2024 |
| #6 | -3.33% May 14, 2026 - May 21, 2026 | -8.23% Mar 7, 2024 - May 15, 2024 |
| #7 | -2.61% Jul 3, 2025 - Jul 17, 2025 | -7.50% Jun 1, 2026 - Jun 10, 2026 |
| #8 | -2.49% Sep 22, 2025 - Oct 1, 2025 | -5.51% Dec 16, 2024 - Jan 23, 2025 |
| #9 | -1.81% Jun 30, 2025 - Jul 3, 2025 | -3.51% Dec 28, 2023 - Jan 10, 2024 |
| #10 | -1.64% Jun 12, 2025 - Jun 16, 2025 | -3.41% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -1.61% May 11, 2026 - May 14, 2026 | -3.37% Jan 23, 2025 - Feb 10, 2025 |
| #12 | -1.57% Aug 28, 2025 - Sep 5, 2025 | -3.21% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -1.41% Jun 16, 2025 - Jun 24, 2025 | -2.88% Nov 12, 2024 - Nov 26, 2024 |
| #14 | -1.32% Oct 6, 2025 - Oct 8, 2025 | -2.82% Feb 9, 2024 - Feb 22, 2024 |
| #15 | -1.04% Jul 18, 2025 - Jul 23, 2025 | -2.62% Jan 29, 2024 - Feb 2, 2024 |
Correlation
Correlation between IVES and WINN is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2022 - 2025)
IVES vs WINN dividend yield comparison.
| Year | IVES | WINN |
|---|---|---|
| 2025 | 0.41% | 0.00% |
| 2023 | 0.00% | 0.06% |
| 2022 | 0.00% | 0.06% |
Select Stocks to Compare
Popular: IVES vs SPYWINN vs SPY
More Comparisons
Compare with similar stocks