IYC vs WINN
Comparison between ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF) and HARBOR LONG-TERM GROWERS ETF (WINN, ETF).
IYC vs WINN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYC
$1.20B
WINN
$1.20B
Expense Ratio
Winner
IYC
0.38%
WINN
0.57%
Max Drawdown
IYC
54.01%
Winner
WINN
32.12%
Sharpe Ratio
IYC
0.13
Winner
WINN
0.63
5Y Beta
Winner
IYC
0.99
WINN
1.22
P/E Ratio
Winner
IYC
27.88
WINN
39.10
Forward P/E
Winner
IYC
22.67
WINN
29.74
PEG Ratio
IYC
0.65
Winner
WINN
0.59
5Y Dividends CAGR
IYC
5.17%
WINN
N/A
5Y EPS CAGR
IYC
14.99%
Winner
WINN
35.67%
Debt to Equity
IYC
-143.93%
WINN
N/A
P/S Ratio
Winner
IYC
1.88
WINN
5.91
P/B Ratio
Winner
IYC
5.93
WINN
11.60
IYC vs WINN - Holdings Comparison
IYC and WINN have 13 common holdings. Overlap is 15.50%
IYC's top 25 holdings weight is 70.56%. WINN's top 25 holdings weight is 81.54%.
| Rank | IYC | WINN |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 14.15% | NVIDIA CORP (NVDA) - 11.47% |
| #2 | TESLA INC (TSLA) - 8.08% | APPLE INC (AAPL) - 7.77% |
| #3 | COSTCO WHOLESALE CORP (COST) - 4.34% | ALPHABET INC CLASS A (GOOGL) - 7.54% |
| #4 | WALMART INC (WMT) - 4.17% | BROADCOM INC (AVGO) - 7.40% |
| #5 | NETFLIX INC (NFLX) - 4.14% | MICROSOFT CORP (MSFT) - 6.93% |
| #6 | THE HOME DEPOT INC (HD) - 3.91% | AMAZON.COM INC (AMZN) - 6.85% |
| #7 | MCDONALD'S CORP (MCD) - 3.39% | ELI LILLY AND CO (LLY) - 4.12% |
| #8 | THE WALT DISNEY CO (DIS) - 3.08% | META PLATFORMS INC CLASS A (META) - 2.65% |
| #9 | TJX COMPANIES INC (TJX) - 2.98% | ADVANCED MICRO DEVICES INC (AMD) - 2.63% |
| #10 | UBER TECHNOLOGIES INC (UBER) - 2.43% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.57% |
| #11 | BOOKING HOLDINGS INC (BKNG) - 2.20% | MASTERCARD INC CLASS A (MA) - 2.43% |
| #12 | LOWE'S COMPANIES INC (LOW) - 2.03% | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.11% |
| #13 | STARBUCKS CORP (SBUX) - 1.97% | TESLA INC (TSLA) - 1.85% |
| #14 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.38% | NETFLIX INC (NFLX) - 1.85% |
| #15 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.34% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.66% |
| #16 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.30% | BOEING CO (BA) - 1.59% |
| #17 | ROSS STORES INC (ROST) - 1.26% | GE AEROSPACE (GE) - 1.58% |
| #18 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.23% | WALMART INC (WMT) - 1.18% |
| #19 | GENERAL MOTORS CO (GM) - 1.20% | n/a (SHOP) - 1.16% |
| #20 | ROYAL CARIBBEAN GROUP (RCL) - 1.09% | CONSTELLATION ENERGY CORP (CEG) - 1.12% |
| #21 | n/a (WBD) - 1.06% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.11% |
| #22 | FORD MOTOR CO (F) - 0.98% | CLOUDFLARE INC (NET) - 1.04% |
| #23 | TARGET CORP (TGT) - 0.96% | US DOLLAR (n/a) - 1.02% |
| #24 | AUTOZONE INC (AZO) - 0.96% | COMFORT SYSTEMS USA INC (FIX) - 0.97% |
| #25 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.93% | ANALOG DEVICES INC (ADI) - 0.94% |
| Total Holdings | 170 | 72 |
IYC vs WINN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYC
+2.36%
WINN
+1.20%
3M
IYC
+3.71%
Winner
WINN
+13.84%
6M
IYC
-1.50%
Winner
WINN
+7.20%
1Y
IYC
+6.36%
Winner
WINN
+17.29%
5Y(CAGR)
IYC
+6.75%
Winner
WINN
+14.13%
10Y(CAGR)
IYC
+11.94%
WINN
N/A
Max(CAGR)
IYC
+8.52%
Winner
WINN
+14.13%
IYC vs WINN - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYC | WINN |
|---|---|---|
| 2026 | +0.10% | +6.09% |
| 2025 | +8.59% | +14.23% |
| 2024 | +28.89% | +34.37% |
| 2023 | +34.49% | +53.66% |
| 2022 | -32.81% | -26.67% |
| 2021 | +21.63% | N/A |
| 2020 | +23.36% | N/A |
| 2019 | +26.50% | N/A |
| 2018 | +0.42% | N/A |
| 2017 | +19.48% | N/A |
| 2016 | +7.50% | N/A |
| 2015 | +6.90% | N/A |
| 2014 | +14.72% | N/A |
| 2013 | +37.93% | N/A |
| 2012 | +22.52% | N/A |
| 2011 | +5.73% | N/A |
| 2010 | +22.30% | N/A |
| 2009 | +28.24% | N/A |
| 2008 | -29.20% | N/A |
| 2007 | -8.27% | N/A |
| 2006 | +13.25% | N/A |
| 2005 | -1.79% | N/A |
| 2004 | +11.53% | N/A |
| 2003 | +28.54% | N/A |
| 2002 | -24.28% | N/A |
| 2001 | +2.65% | N/A |
| 2000 | -6.22% | N/A |
IYC vs WINN Drawdown Comparison
The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for WINN was -32.08%, occurring on Dec 28, 2022. Recovery took 414 trading sessions.
The current IYC drawdown is -4.09%. The current WINN drawdown is -3.26%.
| Rank | IYC | WINN |
|---|---|---|
| #1 | -53.10% Jun 4, 2007 - Feb 4, 2011 | -32.08% Mar 29, 2022 - Nov 20, 2023 |
| #2 | -41.37% May 22, 2001 - Oct 4, 2006 | -23.66% Feb 14, 2025 - Jun 26, 2025 |
| #3 | -35.89% Nov 5, 2021 - Sep 17, 2024 | -18.06% Oct 29, 2025 - May 14, 2026 |
| #4 | -33.31% Feb 19, 2020 - Aug 4, 2020 | -15.95% Feb 9, 2022 - Mar 29, 2022 |
| #5 | -21.62% Feb 6, 2025 - Jul 14, 2025 | -14.18% Jul 10, 2024 - Oct 29, 2024 |
| #6 | -20.49% Sep 27, 2018 - Apr 12, 2019 | -8.23% Mar 7, 2024 - May 15, 2024 |
| #7 | -18.96% Jul 14, 2000 - May 21, 2001 | -7.50% Jun 1, 2026 - Jun 10, 2026 |
| #8 | -17.91% Jul 7, 2011 - Jan 19, 2012 | -5.51% Dec 16, 2024 - Jan 23, 2025 |
| #9 | -14.99% Aug 4, 2015 - Jul 12, 2016 | -3.51% Dec 28, 2023 - Jan 10, 2024 |
| #10 | -11.97% Jan 13, 2026 - Mar 27, 2026 | -3.41% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -10.26% Jan 29, 2018 - Jun 14, 2018 | -3.37% Jan 23, 2025 - Feb 10, 2025 |
| #12 | -8.25% Sep 16, 2025 - Jan 8, 2026 | -3.21% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -7.72% Sep 5, 2014 - Nov 6, 2014 | -2.88% Nov 12, 2024 - Nov 26, 2024 |
| #14 | -7.62% Jul 15, 2019 - Nov 27, 2019 | -2.82% Feb 9, 2024 - Feb 22, 2024 |
| #15 | -7.40% Oct 13, 2020 - Nov 9, 2020 | -2.62% Jan 29, 2024 - Feb 2, 2024 |
Correlation
Correlation between IYC and WINN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IYC vs WINN dividend yield comparison.
| Year | IYC | WINN |
|---|---|---|
| 2026 | 0.26% | 0.00% |
| 2025 | 0.51% | 0.00% |
| 2024 | 0.47% | 0.00% |
| 2023 | 0.68% | 0.06% |
| 2022 | 0.68% | 0.06% |
| 2021 | 0.39% | 0.00% |
| 2020 | 0.65% | 0.00% |
| 2019 | 0.89% | 0.00% |
| 2018 | 0.90% | 0.00% |
| 2017 | 0.92% | 0.00% |
| 2016 | 1.10% | 0.00% |
| 2015 | 1.03% | 0.00% |
| 2014 | 0.79% | 0.00% |
| 2013 | 0.79% | 0.00% |
| 2012 | 1.52% | 0.00% |
| 2011 | 1.10% | 0.00% |
| 2010 | 0.99% | 0.00% |
| 2009 | 1.06% | 0.00% |
| 2008 | 1.61% | 0.00% |
| 2007 | 0.70% | 0.00% |
| 2006 | 0.60% | 0.00% |
| 2005 | 0.25% | 0.00% |
| 2004 | 0.23% | 0.00% |
| 2003 | 0.21% | 0.00% |
| 2002 | 0.08% | 0.00% |
| 2001 | 0.12% | 0.00% |
| 2000 | 0.47% | 0.00% |
Select Stocks to Compare
Popular: IYC vs SPYWINN vs SPY
More Comparisons
Compare with similar stocks